Import Records activity
An activity that uploads a collection of exported records from your data source, and adds it to an entity in AgilePoint NX Data Entities.
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Configure the Import Records activity
To configure the Import Records activity, do the procedure in this topic.
Prerequisites
- On the New Entity screen or Entity screen > Details tab, turn on Allow Record Import.
- Downloads the records
as an XML file, or JSON file.
For more information, refer to Export Records activity.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 or higher.
Good to Know
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Data Entities tab.
- On the Data Entities
tab,
drag the Import Records
activity onto your process.
General Configuration
Specifies the basic settings for the Import Records activity.
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Good to Know
- Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.
Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Source Repository
Specifies the original, or source, location type for your file.
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Fields
Field Name | Definition |
---|---|
Amazon S3 |
|
Box |
|
Dropbox |
|
FTP |
|
Google Drive |
|
NetSuite |
|
OneDrive |
|
OneDrive for Business |
|
Salesforce |
|
SFTP |
|
SharePoint |
|
Import Records Configuration
Specifies the configuration to upload a collection of exported records from your data source, and adds it to an entity in AgilePoint NX Data Entities.
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Fields
Field Name | Definition |
---|---|
Standard Entities / Custom Entities |
|
Entity |