Cobra Help

File Selection Page of the Integration Wizard

Use this page to select the file to import the ancillary data from, the type of data being imported, and the Cobra file that the data is being imported into.

Note: If you are importing data that contains quotes in the descriptions, you must use the Excel format of the file. You must also select the File contains a header row option on the Field Mapper page.

Contents

FieldDescription
Ancillary data file

Click to select the file containing the records to import.

Note: The file formats you can use are Excel (.xls and .xlsx) and Comma Separated Values (.csv).
What type of data are you importing?

Use this field to select the file type, resource structure or calculation that you are importing. Select one of the following options:

  • Calendar
  • Codes
  • Resources
  • Resource Calculations
  • Rates
  • Holidays
Action

Use this field to select the action to perform.

  • Overwrite: Select this option to delete and recreate the data in the selected Cobra file with the data from the imported file.
  • Update: Select this option to append the records from the imported file to those in the Cobra file. If a matching record is found, the Cobra file is updated with the information from the imported file.
Cobra file name

Click to open a list of files of the type you specified where you have write access and select the Cobra file to which you want to import the data.

How to...

Import Ancillary Data

Learn more about...

Data Import Ancillary Data

Calendars

Resources

Rates

Codes

Codes and the Integration Wizard

Parent Topic:

Integration Wizard-Ancillary Data