Query:
Is there a way to retain all of those settings if I need to rerun it with an updated CVS file?
I tried uploading an updated CVS file with the same name as a previous one, but it only added it to the others that were already there.
I.e.
3 Files
Entities.csv
Activities.cvs
Addresses.cvs
Scenario:
The user wants to merge the three files into one file, but also wants to use an updated Address. CVS address file and maintain the existing standardization setup and definitions from the previous run.
 Solution:If the user removes the data source (CVS) then all of the customization mentioned will be lost. The way that a user can retain their customization is to place the updated data in the same file that has been loaded click the refresh (individual file) or refresh all (all files), and this will bring in the new/updated data.
Please note that the column structure must be the same. |