Automating file uploads offers several advantages in terms of efficiency, accuracy, and scalability.
Benefits:
Automated uploads can process multiple files at once, reducing the need for manual intervention.
Automation ensures the right files are uploaded in the correct format, time, and location.
Automating file uploads allows for scheduling at specific times, ensuring files are uploaded without manual involvement, even outside working hours.
Automated file uploads can be integrated with other systems (databases, cloud services, etc.), allowing for better data flow and faster processing across platforms.
Files can be uploaded and processed in real-time, ensuring the latest data is always available.
Setup data upload automation
Once the request has been generated, click the three dots (ellipsis) and select "Manage Automation":
This opens up a new modal. "Automated Request Settings". Here you will select the settings for your automated request.
Within the setting section, there are three separate sections.
Upload Method (mail, script or connection)
Upload Details
Submit your data
Select the "Connection" option under the "Upload Method" section, and you will be prompted to choose the “+ Connect Data Source” that you previously configured:
A popup with connection configuration will appear to:
Select SQL Server from the list of connections:
Select Database, Schema, and Table:
Add filter query to get neat and clean data (like filtering data based on date; it should read last one-day data)
Preview data
Confirm to complete
Select Mapping to be used:
Click Advance Settings for Processing state and Errors configuration:
Click on "Save and enable Automation":
Once Recurring requested id created it will automatically add request: