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›Documentation

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Managing file imports

You can use the InCountry Portal to import protected data into the InCountry platform on the fly. You can upload CSV files containing regulated data and map record fields to the existing data structure.

On the menu, select Utilities, then click Data import. The Import page loads, as follows:

Here you can view the list of CSV files that were already imported or pending import. For each CSV file, the following information is available:

  • Filename - name of a CSV file.

  • Size - size of a CSV file in bytes.

  • Uploaded - date date and time when a CSV file was uploaded.

  • Status - status of a file import procedure. It can take one of the following statuses:

    • UPLOADED - a CSV file has been uploaded but not imported into the InCountry Platform yet.

    • IMPORTING - a CSV file is being imported into the InCountry Platform.

    • IMPORTED - a CSV file has been successfully imported into the InCountry Platform.

    • WARNING - a CSV file includes more than 100 rows.

    • ERROR - a CSV contains invalid data or incorrect file format. The error description will be detailed.

Requirements for imported CSV files

Before you proceed to importing CSV files with records into the InCountry Platform, please ensure that your CSV files meet the following requirements:

  1. Data is encoded in UTF-8.

  2. Column headers are present in the first row.

  3. A CSV file is using the Excel dialect.

  4. The file size does not exceed 5 MB.

  5. Concurrent import of 5 files and their total file size should not exceed 25 MB.

  6. The maximal number of records (rows) in a CSV file is 100.

Importing CSV files with records

  1. On the Import page, click Upload New Data.

  2. At the Upload step, click Browse Files or drop a CSV file into the dropdown area.

  3. Click Next.

  4. Once the file has been uploaded, define the mapping of columns to the record fields on the InCountry platform.

  5. Select the appropriate record field for storing data for each column from a CSV file.

  6. Once you have defined all the mappings, click Store Mapping.

  7. Enter the verification code and click Confirm.

  8. To start the record import to the InCountry platform. Click the Import icon.

  9. On the Process data page, specify the following information:

    1. Target Country - select the country where you want to import records from your CSV file.

    2. Client ID - specify the Client ID to the selected country.

    3. Client Secret - specify the Client Secret to the selected country. The Client ID and Client Secret credentials should be attributed to the same pair of credentials.

    4. Encryption Passphrase - enter the passphrase which will be used for encryption of the imported data. The passphrase will NOT be saved on the InCountry platform.

  10. Click Next and enter the verification code.

  11. Click Process Import. Once the processing of records in the CSV file starts, the status will change to IMPORTING.

  12. Once the file import is completed successfully, the file disappears from the list.

Deleting imported files

You can delete the uploaded and imported CSV files. You cannot delete CSV files that are being imported into the InCountry Platform.

  1. On the Import page, locate the CSV file which you want to delete.

  2. Click the Delete icon.

  3. On the Delete imported file page, enter the verification code and click Delete.

The CSV file will be deleted from the InCountry Portal.

note

Please ensure that when you delete a CSV file in the UPLOADED status, data from this file will not be imported to the InCountry platform.

← Managing resident functionsManaging profile and organization →
  • Requirements for imported CSV files
  • Importing CSV files with records
  • Deleting imported files
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