Data Loader Workflow

The workflow is a sequence of steps for loading the entities from a file into the tenant.

The workflow of how data from a selected file is loaded into a tenant is as follows:

  1. Create a new job or duplicate an existing job.
  2. Select the input file from the required source system.
  3. Define new mappings or use an existing mapping to map file columns to the entity attributes.
  4. Specify the records update preference.
  5. Analyze key metrics from the input file (optional) before proceeding with the data load.
  6. Start the data load.
  7. Review data load completion metrics.