Configure data sources for CSV files

In the Setup and Sync Tool at Data Model > Data Sources, configure Data Sources. Use Comma Separated Values Data Sources to synchronize data from a CSV file.



Explanation and Tips

File name and location

Specify the CSV file that stores the data that you want to synchronize with your environment. You cannot refer to files with a local path (e.g. C:\...), because the Management Portal is web based. Instead, you need to specify the host name of the specific server that stores the file (e.g: \\VM-WIN2012\Datasource\HRfile.csv).

Security context

Specify the credentials to access the location of the CSV file.

  • In Building Blocks of Data Sources, credentials of the Security context fields are not included. You have to set these credentials again after you import the Building Block.


Specify the delimiter in the CSV file.

Data begins at row

Specify from which row in the CSV file data should be read.

Filter tab

Optionally, filter out irrelevant data from the external data.

Diagnostics tab

  • The Preview Data tab shows a preview of the data.
  • The Data Connections tab shows which data connections currently use the Data Source.
See also

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