Before you can import data from your cloud storage into InfoSum, you will need to create an Importer to pull your data files into the Cloud Vault.

Previous section: Creating an Import Connector Config

Note: you also have the option to create a Import Connector Config (ICC) when creating an Importer.

Table of Contents

Where to find and manage Importers

Create an Importer

Import data into a Cloud Vault

Next Steps

Where to find and manage Importers

Under File Management, select the Importing tab. This page contains a list of Importers you can use to stream your data to the Platform. Importers connect ICCs and Cloud Vaults and allow you to select which files withing your server you wish to import in the platform. 

Select an Importer to view more information for an Importer. Use the search bar to find Importers you are interested in.  

Create an Importer

Select Create New Importer and it will ask you to define your Importer. Click < in the top left to return to the Importers main page.

On this form you will need to:

• Select an Import Connector Config from the drop-down list or click Create New ICC to take you to the Create New Import Connector Config wizard. The Import Connector Config is used to save the connection details and credentials of the S3 files you want to import.
• Add a Name to identify the Importer
• Select the name of the Cloud Vault where your data will be streamed to.

Click Next and enter the files to import. You can only filter on files allowed by the Import Connector Config.

Click Submit and Run Later to save the Importer. The new Importer is added to the Importers list. 

To edit or delete an Importer, click the 3 dots in the details pane and select Edit or Delete. You cannot change the ICC an Importer uses.

Importing data in a Cloud Vault

Select an Importer from the list and click Run Importer. 

Click Run Import. This imports the specified files in your cloud storage to the Cloud Vault. When you start the import, it will show the status (e.g. importing). 

Click the Refresh button to update the task status. The status changes to Ready when your files have been imported. To cancel a running task, click the 3 dots in the details pane and select Cancel Task. If the import fails, the Errors field tells you why it failed.

To see your imported files, select Cloud Vault under File Management and select the Cloud Vault you imported your files to. 

The Cloud Vault Files page shows data files imported into a Cloud Vault and transformed files. Data files are listed by Cloud Vault.

Click on a file to see file details. Click on the 3 dots and select Delete to remove a file from the Cloud Vault. You cannot delete a Cloud Vault that contains files.

Next steps

Now your data is imported to a Cloud Vault, you can Create a Recordset.