Scheduling imports

While importing data sets to Synerise, you can use one of two types of schedule:

• Simple interval, which allows you to set the basic schedule configuration (the date range of an import and its frequency).
• Advanced interval, which allows a user to define the minute, hour, day of month or a week when an import starts.

Simple interval

1. To get to Simple interval, you need to follow these steps:
   1. Go to Settings > Imports > New import.
   2. Select the import type (profile, transactions, custom events, promotions, custom import).
   3. As the import method, select Pull - SFTP or API.
   4. Open the schedule settings of imports by clicking the Define button.
2. Select Simple interval.

   

3. From the Import data every dropdown list, select the frequency of the imports.
4. In the Start after field, define the day when you want the imports to start.
   1. Select the date in the calendar. The imports start on the selected day.
   2. By default, the hour and minute is automatically filled with the current time.
      WARNING: Do not change the hour and minute of the import. They always default to the time of saving the settings.
5. Optionally, in the End field, you can define the last day (and time) of the imports.
6. Confirm the schedule by clicking the Apply button.

Examples

1. Import data every hour for one week.

   • The configuration settings:

   Start date: 30.11.2020 13:02
   End date: 07.12.2020 13:03
   Import every: 1 hour
   Date and time of saving the configuration (clicking Apply): 27.11.2020 13:02

   • Result: The first import starts on 30.11.2020 at 13:02, the import is carried out every hour (14:02, 15:02, 16:02, and so on) till the last import which is carried out at 13:02 on 27.11.2020.

2. Import data every day for one week.

   • The configuration settings:

   Start date: 30.11.2020 13:02
   End date: 07.12.2020 13:03
   Import every: 1 day
   Date of configuring the settings (clicking Apply): 27.11.2020 10:30

   • Result: The first import starts on 01.12.2020 at 10.30, the next one starts at 10.30 on 02.12.2020, and so on. The last import is carried out at 10.30 on 07.12.2020. The time in the settings and the actual time of starting import may differ - the system uses the date of clicking Apply and ignores the selected time that is different than the hour and minute you click Apply.

Advanced interval

1. To get to Advanced interval, you need to follow these steps:
   1. Go to Settings > Imports > New import.
   2. Select import type (profiles, transactions, custom events, promotions, custom import).
   3. As the import method select Pull - SFTP or API.
   4. Open the schedule settings of imports by clicking the Define button
2. Select Advanced interval.

   

3. In the Start after field, select the date and time after which the first import is carried out.
4. Optionally, in the End field, select the date after which the imports stop.
5. To define the minute when the imports start, in the Minutes section click the icon.
   1. From the dropdown list, select a number (from 0 to 59).
6. To define the hour or range of hours during which the imports take place, in the Hours section, click the icon.
   1. From the dropdown list, select an option:
      • Single hour - The imports will be performed at the defined hour and minute, if selected.
        1. Below the dropdown list, select the number that represents an hour.
      • Range - The imports will be performed every hour in the defined range at the defined minute, if selected.
        1. From the left dropdown list, select the opening hour of the range.
        2. From the right dropdown list, select the closing hour of the range.
7. To define the days when the imports are performed, in the Days section, click the icon.
   1. Select an option:
      • Day(s) of week - The range covers seven days (Sunday to Saturday).
        1. From the dropdown list, select single day or range.
        2. If you selected Single day, below the field, select the day or days.
        3. If you selected Range, from the left dropdown list, select the opening day in the range. From the right dropdown list, select the closing day in range.
      • Day(s) of month - The range covers 31 days and contains the Every day option.
        WARNING: If you select 31, imports won’t be performed in the months that are shorter than 31 days.
        1. From the dropdown list, select only one day or the Every day option.
8. Below the settings, you can see the summary of the import schedule. * in the summary signifies any value, for example * in Days means the import is performed everyday, * in Hour means the import is performed every hour.
   Important: The shortest interval between imports is one hour - that is why * will never occur as a value in Minutes

Examples

1. Example 1 - The imports take place every day within the defined date range

   

   Result: The first import takes place on 30.11.2020 at 20:20, it is performed every day until 05.12.2020, when the last import is performed at 20:20 (the end date of the import is set to 05.12.2020 20:34).

2. Example 2 - The imports take place every day within the defined date range and defined days of weeks

   

   Result: The first import takes place on 30.11.2020 (Monday) at 20:20. The date configuration indicates imports at 13:20 and 20:20, however, the Start after date is set at 30.11.2020 at 17:34, so the import at 13:20 is ignored on that day. The next one import is performed on 01.12.2020 (Wednesday) at 13:20 and 20:20. The last two imports take place on 04.12.2020 (Friday) at 13:20 and 20:20.

3. Example 3 - The imports with undefined end date

   

   Result: The first import takes place on 01.12.2020 at 16:00 (because the Start after date is set to 30.11.2020 at 17:34) and it is performed every day at 16:00 until you disable it.