How do I schedule a File Import?

Scheduling a csv file to import on a regular basis has a few key requirements.

1. Your own dedicated Humanforce sFTP folder has been configured
2. Csv files are configured with the correct format and regularly uploaded to the provided sFTP folder
3. The sFTP folder is selected when choosing the file during the file import setup process
4. A schedule is defined at the end of the file import setup process

Note: If the Humanforce SFTP import button is not active then this confirms the SFTP folder for the current Humanforce URL has not been setup.
How to setup the Humanforce SFTP folder.

If you are setting up an ongoing import with files in your sFTP folder, click the Humanforce sFTP Import option, then select your desired file from the dropdown menu. Click Next once the file is selected to proceed to the

If you are setting up an ongoing import, clicking the Next button after finishing the field mapping step will take you to the scheduling step.

Within the scheduler, you can choose the below parameters to define your desired frequency:

• Execution frequency
  • Run once
  • Run daily
  • Run weekly
• Start date
  • Defines the date that your schedule will start executing
• Start time
  • Defines the time of day that your schedule will be executed

Once your schedule parameters have been defined, click the Schedule button to engage this automated import.

You can additionally choose to Skip defining a schedule if you wish to run this on-demand from the Integration Central main menu when required.

If the file is on a schedule, you can still run it on-demand from the main menu provided that your file is available in your Humanforce sFTP folder.

Clicking the menu icon against each import will also allow you to edit/delete the task, as well as checking the logs from the last execution & viewing the history of multiple previous executions:

Further assistance

If you experience any issues while creating, scheduling, or executing a File Import through Integration Central, please log a ticket on Humanforce Help so that a member of our Support Team can assist you with the problem.