Running an import provider
OverviewThis article explains when to use running an import provider, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears
Overview
This article explains when to use running an import provider, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Running an import provider sits within Settings / Integrations / Import Data. It is designed to work alongside related articles such as Import data overview, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include Cancel, Back to Settings, Upload & Import, Try Again.
Important fields
- Business: Choose which selected business this import will run against.
- Validation: Provider: Required. Text value.
- Validation: Tenant: Optional. Text value.
- Validation: File: Required. Maximum 51200 characters.