Self Service Uploads

Data Import > Importers > Self Service Uploads

Use this screen to create and manage Import Templates for files manually uploaded in Admin Suite. Templates define the import specification to use when using the template to upload files. Once a template is created, it appears in the list available as described in Manual Imports. This screen also reports statistics about recent uploads that used the template.

Self Service Upload screen with three templates; the Retail Branch Upload template is selected

Select a template in the list to see and manage the details of the template.

Click New to create a template:

Provide a descriptive Name for the template.
Choose one of the Auto Importer Processors (specification) to report on.
(optional) Provide one or more email addresses to receive summarized reports.
Click Save.

Importer Traffic now displays the details about the processor results.

Important: Example files are processed in pretend mode, which runs the data through the processor without committing the changes to the database.

Properties

Name: Name of the template. This is the name that shows in Admin Suite.
Importer traffic: Reports statistics of recent uploads that used this template. This report appear after saving the template.
Lifetime of feed files: Count of days the files are stored after being imported through this template. After this many calendar days, the files will be purged from the system. Default is to use the Import Deletion Schedule setting on the Company settings screen. See the description of that field for considerations about choosing a value. To be compliant with the E.U. General Data Protection Regulation (GDPR), this value should be 30 days or less.
Auto Importer processor: Importer processor specification to use. The specification maps data from the file into fields in the Medallia Experience Cloud databases.

Restriction: Medallia Experience Cloud does not support Importer processor specifications with multiple output column groups for self service uploads. Only importer processor specifications with one output column group appear in the drop-down list.

Restriction: Medallia Experience Cloud does not support Importer processor specifications of episode, goal, and weight types. These types do not appear in the drop-down list.
Preprocessor: Preprocessor to use to prepare the uploaded file for the Auto Importer processor. See Auto Importer Preprocessors for details.
Example file: File with sample data structured to match that files that will be manually uploaded.
Show file: Click to review the example file.
Optionally, check Delete and then Save to delete the example file.
Summarized report e-mail: A comma-separated list of e-mail addresses that will get a summarized report of the processing result. This report does not include any specific (sensitive) data from the original processed file.