As a workflow creator, use file storage locations such as Azure Blob Storage or FTPS Servers to import either CSV or XLSX files. To run an automated import workflow, you must create a data source for the location. This allows you to securely send data to the file storage.  

Configure Automated Imports using Azure file storage

To set up the data source connection for Azure Blob Storage, see Use Azure File Storage.

  1. Create a new process to define the workflow steps in the Explorer menu.
  2. Select the Task Toolbox Icon, and under the Application category, drag Automated Import onto the canvas.
  3. Highlight Automated Import and select the pencil icon to edit.
  4. Enter a name for the task, and select the Data Source for Azure File Storage. 
    A list of fields appears. 
  5. Fill in the required details.
    1. Enter the Azure share name.
    2. Enter the container name that hosts the files.
    3. Enter the name of the file to import.  
    4. Provide the name of the staging table you are targeting. 
  6. Save your changes to the Automate Import tool box item, and save your process.

Configure Automated Imports using Azure Blob Storage

To set up the data source connection for Azure Blob Storage, see Use Azure Blob Storage.

  1. Create a new process to define the workflow steps in the Explorer menu.
  2. Select the Task Toolbox Icon, and under the Application category, drag Automated Import onto the canvas.
  3. Highlight Automated Import and select the pencil icon to edit.
  4. Enter a name for the task, and select the Data Source for Azure Blob Storage. 
    A list of fields appears. 
  5. Fill in the required details.
    1. Enter the Azure container name that hosts the files.
    2. Enter the folder name within the Azure container.
    3. Enter the name of the file to import.
    4. Provide the name of the staging table you are targeting. 
  6. Save your changes to the Automate Import tool box item, and save your process.

Configure Automated Imports using FTPS

To set up the data source connection for File Transfer Protocol (FTPS), see Use FTPS.

  1. Create a new process to define the workflow steps in the Explorer menu.
  2. Select the Task Toolbox Icon, and under the Application category, drag Automated Import onto the canvas.
  3. Highlight Automated Import and select the pencil icon to edit.
  4. Enter a name for the task, and select the Data Source for Azure FTPS. 
    A list of fields appears. 
  5. Fill in the required details.
    1. Enter the folder name on the FTPS server.
    2. Enter the name of the file to import.
    3. Provide the name of the staging table you are targeting. 
  6. Save your changes to the Automate Import tool box item, and save your process.