What is a Smart Connector sample file?
When setting up a Smart Connector using the Manual delivery option, the files you use to upload data must be configured properly to be readable by the TapClicks system. You will note that the Manual Delivery Type option create a section called Data Fields, and a button named Select Sample File.
When you click this button, the system will ask you for a sample file.
The system then has you map fields from you sample file to the Smart Connector, thus establishing how the system should interpret your data correctly.
Does Smart Connector require a specific file format?
You can deliver data to the Smart Connector through several means. When selecting the Manual Delivery Type, you will be asked to select a file.
The following limitations are set for the Manual Delivery Type option:
- 50mb file size limit
- Only .csv, .tsv, .xlsx and .ods files
Upload a file with at least 2 rows
We recommend that your sample file has at least 2 rows in it, one for the column headers and one as a sample of what might be contained in those rows. The reason for the second row is that the system will make suggestions for the field type based on what it sees in that row - if it see number characters, it will suggest a number field. If it sees a dollar sign, it will suggest currency. If it sees a date-type format, it will suggest a date.
If you don't upload a file with at least two rows, the system simply won’t give you suggestions for your field type - you can still set those yourself in the configuration.
Is there a limit on the Sample File size?
- This is because the file is really just to set up the import wizard definition. You can use something as small as a file with only the header row in it, or up to 10 MB. In the case of .csv files, we can support files that are even larger than that.
What are file format best practices?
We recommend a few things when it comes to the contents of the file you use to upload into your Smart Connector. Here is some guidance:
- We do not support excel files with formulas
- Don't use files that have images in them
- If there are header or footer rows that are more than the column titles included in the set up a skip protocol
- Each row should be a new date. Meaning on day per row
- The file needs to have some sort of name /ID field to map a client
- The file must not contain more than one worksheet/tab
What is the best naming convention for my file?
The easiest way to name a file is to use the name of the Smart Connector. Please note that the file must have a date at the end of the name as this is how the system recognizes new files. For example, testimportwizard_08-01-2016.
Accepted Date Formats for Inside Your File
The best practice for the date format within your file is the ISO Standard of YYYY-MM-DD however the system will accept other formats as well. Overall we accept all ISO 8601 date formats, below is the listing of examples using April 5th, 2016. As a guideline you will always be right if your month number precedes your day number or if you use letters to describe the month.
|YYYY-MM-DD HH:MM||2016-04-05 11:30||2016-04-05 22:30|
|YYYY-MM-DD HH:MM: SS||2016-04-05 11:30:05|
|Day of Week, Month D, YYYY||Tuesday, April 05, 2016||Tuesday, April 5, 2016|
|Day of Wk, Month D, YYYY||Tue, April 05, 2016||Tue, April 5, 2016|
|Day of Week, Mon D, YYYY||Tuesday, Apr 05, 2016||Tuesday, Apr 5, 2016|
|Day of Wk, Mon d, YYYY||Tue, Apr 05, 2016||Tue, Apr 5, 2016|