What's the User Flow

2 Step approach to Import data from external excel files into remote tables -

Step1. Define - Create Remote Tables Structure

  • Create Files connection, using Connection file schema updated with the excel file details

    • Once updated, system creates remote data tables structure

Step2 Execute - Upload Files into Remote Table

  • Upload the excel files (single/multiple) from process flow & execute the task

    • Remote tables are updated with data from the excel files

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To explain the User flow further, with detailed Steps by user persona, refer to the flow chart below

Step1 - Define

Create Remote Tables, below steps to define the file connection, update the schema & create tasks for the user to upload the files

Step2 - Execute

Upload files to Remote Tables, below steps to execute the task, upload the excel files & run the step to Import the data into the remote tables

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