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

From CSV

  1. Prepare a CSV file according to the requirements.
  2. Go to Data Management icon Data Management > Catalogs.
  3. Click the catalog on the list.
  4. On the upper right corner, click Import CSV button.
    Result: A pop-up opens.
  5. Click Upload file button.
    Result: A pop-up opens.
  6. Select the file to be uploaded. Confirm with OK.
  7. In the Order key field, type the name of the column whose values are treated as the key.
  8. Confirm by clicking Import.
    Result: Imported records are available in the catalog.

From JSON

Importing data from JSON into a catalog can only be done by using the API. See API Reference.

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