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Where do I find it?

You can find the Import Accounts page by going to Animals > Imports.

Each import account specifies an animal data file to import and process.

On this page:

 Click here for information on permissions

The following actions are available for Import accounts with the specified service and user roles:

Action

Description

Services

User Roles

Add, edit, delete import accounts

Able to manage all aspects of the Import Accounts feature

Data Management
Pet Adoption Portal
Web Site

Site Admin

How to create your import data file

If you are building an import file for your organization, you will need to make sure your import file uses the fields and formatting described in our Animal Import Fields article. If you are using a third party system to import your data automatically, they may be able to create this file for you.

The sample animal data file can only be used for one time imports, and is not valid for use in Import Accounts.

Adding an import account

To add an Import Account, click the Add an Import Account button and provide the following information:

Configuration Type:*  Select the type of data file (format) you will be uploading.

If you are uploading your own generated data file, select CSV for the configuration type.


File Name:*  Enter the name of the file you will be uploading.

The file name you provide must exactly match the name of the file you upload into the import directory, including case.  

Status:*  Select whether you'd like to enable the import or leave it disabled.

If you do not enable the account the data file will not be processed.


Alert Email Address(es): Enter the email address that you would like to receive an alert if there is an import error.  Separate multiple email addresses with a comma.

Click Save Import Account

Editing an import account

To edit an import account, click the Edit import account settings button on the Import Accounts page, or click the Edit button on the import account's page.

Deleting an import account

To delete an import account, select the check box next to the import account you want to delete and select Delete from the Actions drop down.


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