Overview: As an administrator, you want to export data from Easilys, import data into Easilys, or monitor your automatic imports. This guide will support you through the process.
Start from: The Easilys menu.
Principle of the Imports/Exports screen
The Imports/Exports screen shows, for each import scenario, the list of launched imports along with their status. It also allows access to the import scenario documentation, to perform data exports or export empty templates, and to test an import template before requesting an import by our team. This screen is generally used when setting up your data, but it can also be useful later to view the status of your automatic imports if an integration flow has been implemented or to carry out manual imports.
Note: If you are using this screen for the first time, we recommend contacting the Support team or your administrator.
Viewing import statuses
Select Tools > Imports/Exports
Select the desired scenario
The list of completed imports (manual or automatic) will appear with their status and phase
If an error is indicated, you can click Details to view it
At the end of the row, by clicking the action button, you can Download the import report. This report shows in the “rowStatus” column whether the data is importable (I) or not (N), and in the “error_detail” column the details of any potential errors.
Performing a manual import
Select Tools > Imports/Exports
Select the desired scenario
For data to be importable, it must follow a structure specific to each scenario. To find out this structure, you can:
Click Download documentation to view the data requirements, the rules to follow, and to understand the impact of the import
Click Export an empty template to obtain a blank matrix. You will then have a file with the expected structure to complete.
Click Export data to get a file containing the current data in Easilys. This allows you to work from the current situation before reimporting it.
Complete the Excel file
Once your file is ready, you must test it:
Click Add a file
Upload your file
Click Check the file
If the file contains errors, the line status will indicate this, and you must correct them before testing again.
When the file is correct, the line will show the status Validated for the Data integrity validation phase, and you can then contact us to have the import carried out.