Import Mapped Excel Action Advanced Customisations

  • Conditional Column Mapping: You can define different mapping tables based on roles to create custom transfer scenarios for each user.
  • Dynamic Defaults: You can define the system date or the username of the logged-in user as the default value for columns left blank in Excel.
  • Logging and Error Tracking: Failed transfers can be logged and the user can be notified of the reason for the transfer failure.
  • Restricted Permissions: Access to the Excel upload screen can be restricted to users with Admin permissions.

Technical Risks and Controls

  • Primary Key Conflict: If there are multiple rows with the same primary key, the system may duplicate them instead of updating them.
  • Required Fields Left Blank: Leaving fields marked as Required blank will prevent the transfer.
  • Inappropriate File Format: The .xlsx file extension should be used instead of older formats such as .xls.
  • Use of Merged Cells or Formulas: Cells containing merged cells or formulas in Excel may cause issues during transfer.
  • Data Mismatch: Entering numbers in fields that require text input will generate errors.

Import Mapped Excel simplifies the transfer of Excel-based data to the database on the Kuika platform with a user-friendly interface. With this action, you can quickly import data from external systems, configure mapping settings, and easily identify data inconsistencies. It offers a powerful data management solution with advanced control and error management features.