1. Create your import configuration

The first step to importing your data is creating an import configuration. The configuration depends on the import type (the source from which you're importing) and some of its configuration fields and options will differ based on what you've chosen. Insight provides some default import types available for configuration. 

You need to be an Insight Manager for an object schema to create, configure, and enable imports.

Create your import configuration

Your data will be imported into object schemas. To create a new configuration:

  1. Open your object schema.
  2. Select Object schema > Configure.
  3. Switch to the Import tab.
  4. Select Create configuration. You'll see all available import types, something like this: 

Choose your import type

Once you've decided on your import type, select it and go to one of these pages:

More import types

When you install any of Insight integrations, they will appear as a new import type. You can also create your own import type, but this will require some developer knowledge.

Last modified on Jul 12, 2022

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