Schedule Imports in Pigment

  • 16 June 2022
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This article focuses on how to automate your data import in Pigment using our scheduling capabilities. Once the configuration is set up, this article walks you through how to schedule the import to be run at certain intervals.

 

Table of Contents 

As a prerequisite to configure a scheduled import, you first need to configure a Pigment Connector from the integration page and save an import configuration using this connector. 

Permission: only users with the Can Import Data permission in the application can access the Import Scheduling page and configure them. 

 

Scheduler Prerequisites 

 

It is important to note, that currently you can only schedule imports that are set up using Pigment Connectors.  In order to access the Pigment Import Scheduling page, you must also have the Can Import Data application level permission

 

Accessing Import Schedule

 

All import scheduling configuration can be found in the “Import Scheduling” page.  Each Import Scheduling is Application specific.  To access it, first open up the application you wish to schedule imports in.  Then on at the bottom of the Sidebar click on the Import Scheduling icon.

 

 

Scheduling an import 

 

If it’s the first schedule of the application click on Set up scheduled imports.  After an import is scheduled you can click Schedule Import to create more of them. 

 

Schedule Options 

 

 Here is the configuration you need to fill:

  • Block: Select the Block you want to populate during the import. Note: only blocks with an import configuration using the a Pigment connector will be available.
  • Configuration: Select the Import configuration you want to trigger.
  • Start Time: Set the time at which the import should be scheduled. You can select the time zone that you want the import to be scheduled on .
  • Repeat: Select the frequency of this import. Note: You can configure up to 4 different schedules on a given import configuration.
  • Failure Alerts: you can enable this option to automatically receive an email if something went wrong during the import.

Now a scheduled import is configured! You don’t need anymore to come to refresh your data in Pigment! 

 

Review and update your Scheduled import

 

Now that the first import configurations are configured, you can use this page to monitor you scheduled imports:  

 

Add new Scheduling option or run import now

Each section represent an import configuration. Below each of those import configuration, we list all scheduling configuration associated to this import configuration.  You can use the “Start an import right now” option to trigger the import directly from that page.

 

 

 

Enable and disable Scheduling Configurations

 

Next to each scheduled configuration is a toggle switch, you can use this enable or disable a scheduling configuration without deleting it. If you want to delete it, use Elipsis (...) at the end of the configuration to edit or delete.

 

Show History

 

You can see every instance that a configuration has been run. Click on Show history to see each instance which was triggered. If you click View Summary, you can access the exact details of the import. This history will display both imports which were triggered with the scheduling configuration or manually.

 

 

 

Handle import Failure

 

If for any reason the import fails, the import configuration will be flagged  with a “Failed” status and email notification will be sent if the “Failure Alerts” option was enabled. Check the history to get more details on the root cause of this failure. Once the problem is solved, click on “Run Again” to confirm that the problem is solved and flag back the import configuration to a “Success” status.

 

 

 

 


1 reply

Userlevel 2
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This is Great, Pigment team! Thank you!

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