What's the User Flow
A two-step approach to import data from external Excel files into remote tables:
Step 1. Define: Create Remote Tables Structure
Create a files connection using the connection file schema updated with the Excel file details.
Once updated, the system creates the remote data tables structure.
Step 2. Execute: Upload Files into Remote Table
Upload the Excel files (single/multiple) from the process flow and execute the task.
Remote tables are updated with data from the Excel files.
To explain the user flow further, with detailed steps by user persona, refer to the flow chart below.
Define
Create remote tables: Follow the steps in the image below to define the file connection, update the schema, and create tasks for the user to upload the files.
Execute
Upload files to remote tables: Follow the steps in the image below to execute the task, upload the Excel files, and run the step to import the data into the remote tables.