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Context ManagementContext Management Administration Guide

Add Data to a Context Table by Uploading a CSV File

Use this procedure to add data records to either custom or collector-based context tables. Keep in mind, if you add a new record with the same value in the primary key as an existing record, the new record overwrites the old record.

Tip

When you add new records, or overwrite existing records, in a collector-based context table, the icon that displays in the Source column for the new or overwritten record is the custom icon (icon-custom.png) instead of the collector source icon.

Prepare a CSV File

Before you can add data to a context table by importing a CSV file, you must first prepare a CSV file that conforms to the following requirements:

  • It must be a maximum file size of 300 MB. If the CSV file is larger than 300 MB, compress it as a ZIP file. A compressed ZIP file must contain only one CSV file.

  • It must include a header row.

    Note

    A header row with column names is mandatory when uploading a CSV file. Failure to include a header row in the CSV file can result in missing or incorrect data in your context table.

  • For attributes that represent a list of values, the values must be provided in one of the following ways in the CSV file:

    array-values-in-csv.png

    Note

    List attributes that can be included in a custom context table include:

    • Direct Reports

    • Email Addresses

    • Group Name

    • Phone Number

Add Data with a CSV File

To add data to a context table by importing a CSV file:

  1. In the Overview tab, click the name of the context table to which you want to add data. The detail page for the table opens.

  2. Click the plus icon (icon-add-data.png) at the top of the detail page and select Upload CSV. The Upload CSV dialog box opens.

  3. On the left side of the dialog box, under Upload Options, select one of the following options:

    • Append Data – Appends the CSV file data to any data already existing in the context table.

    • Replace Data – Replaces any existing data with the CSV file data.

      Note

      The Replace Data option is only available when uploading CSV data to a custom context table. It is not available for collector-based tables.

  4. On the right side of the dialog box, click Select a CSV and select a CSV file to upload. Ensure that the file conforms to the requirements described in Prepare a CSV File.

  5. Click Review Mapping. A table is displayed listing the columns contained in the CSV file.

    import-csv-mapping-target-arrow.png
  6. In the Target row of the table, click Add Attribute for each CSV column, and do one of the following:

    • Select one of the Available Attributes to map it to the CSV column.

      Note

      If you are adding data to a custom context table, you cannot include the following attributes: Thumbnail Photo, User Account Control.

    • Click Add Custom Attribute and enter a new attribute name. Click the plus icon (icon-add-attribute.png) to map the new attribute to the CSV column.

    Note

    When adding data to a context table, you cannot modify the Primary Key attribute.

  7. Click Review and review the first few entries in the table to ensure the data is being imported correctly.

  8. Click Add Data. The CSV data is uploaded to the context table.

  9. Click View Your Table to open the context table and view the uploaded data.