Schema records

Once you create a schema, you can use it to record data in the database. You can save data from a CSV file or by entering the records manually.

Note: Schema records can also be added or deleted by automations and your own applications using the Synerise API.

Importing records from CSV

You can add a number of records at once.

  1. Go to Data Management module icon Data Management > Schema Builder.
  2. In the list of schemas, click the schema.
  3. In the upper-right corner, click Import CSV.
  4. In the pop-up that opens choose a file to upload.
  5. Assign schema fields to columns in the CSV file.
  6. If you want to overwrite the existing records, select the Overwrite existing records check box.
    Warning: When you perform an import with this option enabled, the import wipes ALL existing records in the schema and replaces them with the contents of the CSV file.
  7. Click Apply.
    Result: The data records are stored in the database.

Adding records manually

You can manually add a single record.

  1. Go to Data Management module icon Data Management > Schema Builder.
  2. In the list of schemas, click the schema.
  3. In the upper-right corner, click Add record.
  4. In the view that opens, fill in the data required by the schema.
  5. Click Apply.
  6. To add more records, repeat the procedure.

Viewing record details

  1. Go to Data Management module icon Data Management > Schema Builder.
  2. In the list of schemas, click a schema.
  3. In the list of records, click a record.
    Result: A pop-up with the record's details opens.

Deleting records

Deleting records is irreversible.

  1. Go to Data Management module icon Data Management > Schema Builder.
  2. In the list of schemas, click a schema.
  3. In the list of records, locate the record to delete and click Three dot icon.
  4. In the menu that opens, click Delete.
    Result: The record is permanently deleted.
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