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 sidebar, click File Import. The File 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.

• 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 sidebar, select File import.

   

2. Click Upload New CSV.

   

3. Drop a CSV file into the file upload area or click the area and select the file for import.

4. Once the file has been loaded, create the mapping of columns to the record fields in 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. To start the file import into the InCountry Platform. Click the Import icon.

   

8. In the Process Import Parameters form, specify the following information:

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

   2. Client - select the client (you created) which will be used for file import into the InCountry Platform.

   3. Client Secret - enter the client secret you got on the InCountry Portal.

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

      

9. Click Submit and enter the confirmation code. Once you have started the file import, the status will change to IMPORTING.

   

10. To get the actual status of file import, click the Refresh icon.

    

11. Once the file import is complete, the status will be shown as IMPORTED.

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

   

2. Click the Delete icon.

   

3. In the Confirm file delete form, click Confirm and enter the confirmation code.

The CSV file will be deleted from the InCountry Portal.