Importing data to the Data module
From the Data module, you can import data into any hierarchy, system, data, custom, or structural tables.
Data can be imported from your computer or from Varicent Incentives on cloud storage.
Incentives uses two types of data connectors to import data into tables:
Incentives connectors, which include:
Varicent ELT connectors, which include:
Importing data from text files
From the Data module, you can import data into tables from text files.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Text File.
Upload the file by dragging it or browsing for it.
Note
Accepted file formats are .txt or .csv.
Click Next.
If the first row of your file contains labels for each column, turn on the First record is a header toggle.
This indicates that the first row should not be processed as data, as it is a label for each column.
Select the delimiter from the Delimiter drop-down list.
When importing from a text file, you can choose a special character to import fields that contain a delimiter. You can choose from these delimiters: comma, semicolon, tab, pipe (|), and period. This is useful if you have data that contains a comma but is importing from a comma delimited file. Without some sort of special character, there would be no way to import a field containing a comma from that kind of file.
Select the language of the file you're importing.
Select the date format of the file you're importing.
To see a preview of the file, turn on the Show preview toggle.
Click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in the the Salesforce.com table.
Select any or all of following options available within the wizard:
Option
Description
Manage fields
Adds a new field as part of your data import. Click Manage fields, and select either Add new field or Merge fields from the drop-down list. Multiple new fields can be added.
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data from Excel files
From the Data module, you can import data into tables from Excel files.
Tip
Looking for a way to edit your data in Excel and push it directly to Incentives? Try the Varicent add-in for Excel.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Microsoft Excel.
Upload the file by dragging it or browsing for it.
Note
The Excel file can be no larger than 2MB. To import Excel files larger than 2MB, use the CLI import tool.
Click Next.
If the first row of your file contains labels for each column, turn on the First record is a header toggle.
This indicates that the first row should not be processed as data, as it is a label for each column.
Select the worksheet you want to import.
Select the language of the file you're importing.
Select the date format of the file you're importing.
To see a preview of the file, turn on the Show preview toggle.
Click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in the the Salesforce.com table.
Select any or all of following options available within the wizard:
Option
Description
Manage fields
Adds a new field as part of your data import. Click Manage fields, and select either Add new field or Merge fields from the drop-down list. Multiple new fields can be added.
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data from database files
From the Data module, you can import data into tables from database files.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Database Import.
If you want to use a Text Driver, turn on the Use Microsoft Text Driver toggle and select a file to import.
Click Configure.
Configure your SQL query.
To see a preview of the file, turn on the Show preview toggle.
Click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in the the Salesforce.com table.
Select any or all of following options available within the wizard:
Option
Description
Manage fields
Adds a new field as part of your data import. Click Manage fields, and select either Add new field or Merge fields from the drop-down list. Multiple new fields can be added.
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data from Salesforce.com
From the Data module, you can import data into tables from Salesforce.com.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Salesforce.com.
Type your Salesforce.com username, password, and security token.
Click Connect.
Select the table that you want to import.
The menu lists all of the Salesforce.com tables that you have access to.
Click Next.
Select the date format of the file you're importing.
To see a preview of the file, turn on the Show preview toggle.
Click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in the the Salesforce.com table.
Select any or all of following options available within the wizard:
Option
Description
Add field
Adds a new field as part of your data import. Click Manage fields, and select either Add new field or Merge fields from the drop-down list. Multiple new fields can be added.
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of these run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data from XML files
From the Data module, you can import data stored in XML format directly into tables.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select XML File.
Upload the file by dragging it or browsing for it.
If the first row of your text file contains labels for each column, turn on the First record is a header toggle.
This indicates that the first row should not be processed as data, as it is a label for each column.
Select the row node to import data from.
Select the language of the file you're importing.
Select the date format of the file you're importing.
To see a preview of the file, turn on the Show preview toggle.
Click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in the the Salesforce.com table.
Select any or all of following options available within the wizard:
Option
Description
Manage fields
Adds a new field as part of your data import. Click Manage fields, and select either Add new field or Merge fields from the drop-down list. Multiple new fields can be added.
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of the following run options:
Run option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data from Varicent ELT
Importing data into the Data module directly from Varicent ELT is useful if you want to transform your data in Varicent ELT before adding it to your Varicent Incentives model. You can also save and schedule imports from Varicent ELT.
Important
Before you can import data from Varicent ELT, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Varicent ELT.
Select the Varicent ELT pipe output from the drop-down menu and click .
If your source data is stored in Incentives:
Under Advanced Options, ensure the Upload from source table toggle is turned on. Click .
In the Send data to pipe tab, select the table in Incentives that contains the source data from the Load from source data drop-down list.
Match the columns in the data source (Data Source Columns) to the columns in the Varicent ELT pipe (Data Tool Columns). Click Next.
In the Map result to table tab, select the Varicent ELT export tool from the Symon export tool drop-down list.
Match the columns in the Varicent ELT pipe (Export Tool Columns) to the source you want to import into (Output Columns).
Tip
Click to automatically match columns with identical names.
By default, the Refresh all pipe data sources option is checked. To skip a data refresh and have a shorter data loading time, uncheck the Refresh all pipe data sources checkbox.
If your source data is from a local file:
Under Advanced Options, ensure the Upload from source table toggle is turned on. Click .
Click Load from a file.
Important
Accepted file formats are .txt, .csv, .xls, and .xlsx.
Choose a previously uploaded file, or upload a new file by dragging it or browsing for it. Click Next.
If the first row of your file contains labels for each column, turn on the First record is a header toggle.
If you're importing a text file, select the delimiter from the Delimiter drop-down list.
If you're importing an Excel file, select the worksheet you want to import.
Select the language of the file you're importing.
Select the date format of the file you're importing.
To see a preview of the file, turn on the Preview toggle.
Click Done.
In the Map result to table tab, select the Varicent ELT export tool from the Symon export tool drop-down list.
Match the columns in the Varicent ELT pipe (Export Tool Columns) to the source you want to import into (Output Columns).
Tip
Click to automatically match columns with identical names.
By default, the Refresh all pipe data sources option is checked. To skip a data refresh and have a shorter data loading time, uncheck the Refresh all pipe data sources checkbox.
If your source data is stored in Varicent ELT:
Under Advanced Options, turn off the Upload from source table toggle.
Turn on the Run pipe (transform your data) toggle. Click .
In the Map result to table tab, select the Varicent ELT export tool from the Symon export tool drop-down list.
Match the columns from the Varicent ELT pipe (Export Tool Columns) to the source you want to import into (Output columns).
Tip
Click to automatically match columns with identical names.
By default, the Refresh all pipe data sources option is checked. To skip a data refresh and have a shorter data loading time, uncheck the Refresh all pipe data sources checkbox.
Click .
Select any or all of these run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use Incremental Import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click .
Using the Advanced connection tool to import data from Varicent ELT
In the Data module, you can access additional data sources from Varicent ELT pipes, or create a new Varicent ELT pipe using the Advanced connection tool.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Advanced connection.
Choose one of the following options:
Use the search bar to search for a pipe in your Varicent ELT model. Move on to the next step to continue with the advanced Varicent ELT connection.
To create a new Varicent ELT pipe, click Create new pipe. Log in to your Varicent ELT account to create a new pipe. To learn more about using Varicent ELT, read this article on building pipes.
Select a pipe from the list.
From the drop-down list, select the Export tool that includes your data.
Tip
Click the Show preview toggle to preview the pipe output.
Click Next.
Map the columns in Incentives listed under Data table columns to the Pipe output fields in Varicent ELT.
Select any or all of following options available within the wizard:
Option
Description
Automatch
Turns on the Automatch toggle to automatically match columns with identical names.
Show only unmatched columns
Turns on the Show only unmatched columns toggle to list only the unmatched columns.
Click Next.
Select any or all of these run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Google Sheets
From the Data module, you can import data into tables from Google Sheets.
Important
Before you can import data from Google Sheets, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Google Sheets.
To connect to a new Google account:
Click New connection.
Type a connector name.
Choose a Google account, or click Use another account and enter the account login details.
Click Advanced → Go to varicent.com.
Select all the checkboxes that apply to grant Incentives access.
Click Continue.
Important
When you connect to a Google account, all users in the same Varicent ELT organization will be able to view and access that account.
Select a Google account to connect to from the list of connections.
From the Directory drop-down list, select a file to import data from and click Next.
Select the sheets you'd like to include and click Next.
Select the data you'd like to include or obfuscate and click Next.
Click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Google Sheets.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from MySQL
From the Data module, you can import data into tables from MySQL.
Important
Before you can import data from MySQL, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click MySQL.
To connect to a new MySQL account:
Click New connection.
Type a connector name.
Enter your MySQL host, port, database, username, and password login details.
Click Next.
Important
When you connect to a MySQL account, all users in the same Varicent ELT organization will be able to view and access that account.
Select a MySQL account to connect to from the list of connections.
Select the data you'd like to include or obfuscate and click Finish.
Confirm the data sets and click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in MySQL.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Oracle
From the Data module, you can import data into tables from Oracle.
Important
Before you can import data from Oracle, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Oracle.
To connect to a new Oracle account:
Click New connection.
Type a connector name.
Enter your Oracle host, port, sid, database, username, and password login details.
Click Next.
Important
When you connect to an Oracle account, all users in the same Varicent ELT organization will be able to view and access that account.
Select an Oracle account to connect to from the list of connections.
Select the data you'd like to include or obfuscate and click Finish.
Confirm the data sets and click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Oracle.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Amazon Aurora
From the Data module, you can import data into tables from Amazon Aurora.
Important
Before you can import data from Amazon Aurora, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Amazon Aurora.
To connect to a new Amazon Aurora account:
Click New connection.
Type a connector name.
Select a compatibility mode and enter your Amazon Aurora host, port, database, username, and password login details.
Click Next.
Important
When you connect to an Amazon Aurora account, all users in the same Varicent ELT organization will be able to view and access that account.
Select an Amazon Aurora account to connect to from the list of connections.
Select the data you'd like to include or obfuscate and click Finish.
Confirm the data set and click Next.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Amazon Aurora.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Hubspot
From the Data module, you can import data into tables from Hubspot.
Important
Before you can import data from Hubspot, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Hubspot.
To connect to a new Hubspot account:
Click New connection.
Type a connector name and click Next.
Enter your the email address and password for your Hubspot account.
Click Log in.
Select the Hubspot account you'd like to connect to and click Choose Account.
Click Connect app.
Select a Hubspot account to connect to from the list of connections.
Select a start date and click Next.
Select a data set and click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Hubspot.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Snowflake
From the Data module, you can import data into tables from Snowflake.
Important
Before you can import data from Snowflake, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Snowflake.
To connect to a new Snowflake account:
Click New connection.
Type a connector name.
Enter your Snowflake URL, role, warehouse, database name, username, and password login details.
Click Next.
Important
When you connect to a Snowflake account, all users in the same Varicent ELT organization will be able to view and access that account.
Select a Snowflake account to connect to from the list of connections.
From the Directory drop-down list, select a file to import data from and click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Snowflake.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Amazon S3
From the Data module, you can import data into tables from Amazon S3.
Important
Before you can import data from Amazon S3, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select Amazon S3.
Select an Amazon AWS account to connect from the list of connections. To learn how to connect to a new Amazon AWS account, read: Connecting to an Amazon AWS account.
Click Next.
Select a data set and click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Amazon AWS.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Connecting to an Amazon AWS account
To use the Amazon S3 connector in Incentives, you must first configure the policy and role in your Amazon AWS account.
Before importing data into Incentives, ensure that you create an S3 bucket from your Amazon AWS account, and upload the files to import into that bucket.
Follow these steps to configure the policy and role in your Amazon AWS account:
From the Data module, follow the steps to begin a data import from Amazon S3.
Click New connection.
Type a connector name.
Enter your account ID and bucket name, and click Next.
Complete the following steps from your Amazon AWS account:
Open IAM.
Click Policies → Create policy.
Copy the policy body shown in Incentives and paste it under the JSON tab.
Click Next: Tags.
Click Next: Review.
Type a name and click Create policy.
Click Roles → Create role.
Select AWS account.
Select Another AWS account. Copy the account ID from Incentives and paste it into the Account ID text box.
Select Require external ID. Copy the external ID from Incentives and paste it into the External ID text box.
Click Next.
Select the policy you created earlier and click Next.
Copy the role name generated in Incentives and paste it into the Role name text box.
Click Create role.
In Incentives, continue with the steps to configure your data import.
Importing data from Amazon Redshift
From the Data module, you can import data into tables from Amazon Redshift.
Important
Before you can import data from Amazon Redshift, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Amazon Redshift.
To connect to a new Amazon Redshift account:
Click New connection.
Type a connector name, host, port, database, username, and password for your account.
Click Next.
Select an Amazon Redshift account to connect to from the list of connections.
Select a data set and click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Amazon Redshift.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from SQL server
From the Data module, you can import data into tables from SQL Server.
Important
Before you can import data from SQL Server, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click SQL Server.
To connect to a new SQL Server account:
Click New connection.
Type a connector name.
Enter your SQL Server host, port, database, username, and password login details.
Click Next.
Important
When you connect to a SQL Server account, all users in the same Varicent ELT organization will be able to view and access that account.
Select a SQL Server account to connect to from the list of connections.
Select a data set and click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in SQL Server.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Dynamics
From the Data module, you can import data into tables from Microsoft Dynamics.
Important
Before you can import data from Dynamics, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Dynamics.
To connect to a new Dynamics account:
Click New connection.
Type a connector name.
Enter your Dynamics URL.
Click Next.
To grant Incentives access to your Dynamics account, click Accept.
Important
When you connect to a Dynamics account, all users in the same Varicent ELT organization will be able to view and access that account.
Select a Dynamics account to connect to from the list of connections.
Select a data set and start date. Click Next.
Select the data you'd like to include or obfuscate and click Next.
Confirm the data set and click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Dynamics.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Importing data from Workday
From the Data module, you can import data into tables from Workday.
Important
Before you can import data from Workday, ensure that you have Varicent ELT enabled on your model.
There are three ways to access the import data feature from the Data module landing page:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Click Workday.
To connect to a new Workday account:
Click New connection.
Type a connector name, domain, tenant, username, and password for your account.
Select a country code.
Click the Exclude Inactive Workers or Exclude Contingent Workers checkbox if needed.
Click Next.
Select a Workday account to connect to from the list of connections.
Select the data you'd like to include or obfuscate and click Next.
Important
You can only select 500 columns to include or obfuscate. To choose the first 500 columns, select the First 500 checkbox. To select different columns, deselect the columns you don't want, and click the checkboxes of the columns you want to include or obfuscate.
Click Finish.
Map the columns in the target table, listed under Destination table columns, to the Source file fields in Workday.
To list only the unmatched columns, turn on the Show only unmatched columns toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Updates any existing rows of data with data that's contained in the imported rows.
Run this import now
Runs the import immediately. If you want to save the current import and process it later, clear this checkbox.
Use incremental import
Imports the table rows into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Done.
Adding new fields
When importing data from a file in the Data module, you can create new fields from existing columns. From these new fields, you can also create subitems, which are a segment of the data in an existing column.
From the Data module landing page, begin a data import through one of the following options:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select a file type to import data from.
When mapping the import file columns to the table columns, click Manage fields.
Click Add new field.
Select a source field from the drop-down list and type a name for the new field.
To add a subitem, select one of the following options:
Option
Description
Create a subitem by selecting characters to include
Select this option to type the number of characters in the field to include. For example, type 1-5 if you want to include the first five characters of the field.
Use a delimiter to create a subitem for this field
Select this option to type a delimiter and select the index to create a subitem. For example, if you have a Name field that contains first and last names separated by a space (for example, Dan Huddle) and you want to add a First Name field, you would type a space as the delimiter and select an Index of 1 since the first name is the first item before the delimiter.
Click Add.
Merging fields
When importing data from a file in the Data module, you can combine two columns in your data source into one column. For example, if you have a month and a year field, you can merge the two and create one date field.
From the Data module landing page, begin a data import through one of the following options:
Click + Add → Import data.
Find the table that you want to import data into and click the more options menu (...) → Import data.
Click + Add → Import data to new table. To continue with creating a new table, read: Importing data into a new table.
Select or confirm the target data table. To change the target table, select a new table from the Target data table drop-down list.
Select a file type to import data from.
When mapping the import file columns to the table columns, click Manage fields.
Click Merge Fields.
Type a name for the new field.
Select the fields you want to merge from the Available fields for merging drop-down list.
Select the delimiter from the Delimiter drop-down list.
When importing from a text file, you can choose a special character to import fields that contain a delimiter. You can choose from these delimiters: comma, semicolon, tab, pipe (|), and period. This is useful if you have data that contains a comma but is importing from a comma delimited file. Without some sort of special character, there would be no way to import a field containing a comma from that kind of file.
Click Add.