Creating catalogs

You can create catalogs and upload there a CSV file with data that can be used to further actions in the application.

You can also upload JSON and XML files to catalogs through API or by importing.

Requirements


  • Permissions that allow access to Catalogs section and adding new catalogs.
  • CSV files only::
    • Values in one column must be unique because the column itself serves as the key. Otherwise, the values may be overwritten.
    • Avoid spaces and special characters in the column names and the name of the file.
    • A file can contain up to 200 000 records.
    • The separator must be a comma (,)
WARNING: For MacOS users, if you prepared a CSV file in Excel, open it in a text editor to check whether commas are used as separators. If not, replace them with comma.

Creating a catalog


Creating catalogs procedure
A list of catalogs
  1. Go to Data Management icon Data Management > Catalogs > New Catalog.
    Result: A pop-up opens.
  2. Enter the name of the catalog.
  3. Confirm it by clicking Apply. Result: A catalog appears on the list. Its position on the list is defined by alphabetic order (the list is arranged from Z-A).

Importing data into the catalog

To learn how to import data to a catalog, see this article.

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