Import Schemas

Prior to importing data into Siterra, you must download an import schema. Import schemas contain the format of the file required for importing data into Siterra. Do not use a schema that you previously downloaded because it might not contain the latest schema changes.

Download an import schema:

1. Navigate to the Imports page.

2. Open the desired import or create a new one.

3. Select a Type and Format for the import.

4. Click Download Schema.

   A new window appears.

5. Enter the following information:

   • Enter a name in the Name field.

   • Select the Type and Date Format using the drop -down menus.

     The Date Format field defaults to the user-defined date preference; if a user-defined date preference is not set, it defaults to the portfolio-defined preference. In either case, users can change the date preference manually when creating a schema.

   • Select a File Type from the File Type drop-down menus.

6. Click Download Schema and follow the prompts to download the schema.

View Schemas

The schema contains column headers for data that can be included in the import. Some columns are mandatory for creation, while others are mandatory in updating data. The remaining columns are optional.

Each column represents the specific attribute being updated or created. Each column header includes the name of the required fields, as well as either the required data format or an example of the acceptable data choices.

The name of the column indicates whether it is optional or not

• If the column header begins with a double asterisk (**), it is always mandatory when performing any type of import.

• If the column header begins with a single asterisk (*), it is mandatory when creating a new record.

• No asterisk means the column is optional.

If the column header contains one of the following, then the values entered must be formatted in a specific format.

• NUMBER(17): Numbers, not to exceed (##); in this case, not to exceed 17 numerals.

• Text(60): Text, not to exceed (##) characters; in this case, not to exceed 60 characters.

• MM/DD/YYYY: Date, in this format:  MM/DD/YYY, e.g., 10/20/2007.

• VARCHAR2(30): Any combination of alphanumeric characters, including spaces and symbols, not to exceed (##); in this case, not to exceed 30 characters.

• LIST OF VALUES: If the header column is going to have a list of values in the parentheses (the items that are divided by slashes (/)), then the values entered in each row under that column must exactly match one of those values in that list. The values in parentheses divided by slashes are examples of the acceptable values.

Columns must remain in the exact order that the schema is generated in; columns cannot be deleted or rearranged, or the import fails.