ShareDo provides the ability to upload data into the system using a data source-to-ShareDo mapping capability. This functionality supports uploads from CSV and Excel formats that comply with the data format configured in the Data Load - CSV and Excel feature.
The system provides the capability to define data templates that can be used to map data and ships with a number of pre-configured templates. Configure the feature either using Modeller > Global features, or Admin > Features > Global Features.
Key Concepts
Global Feature
The data load functionality is enabled in your application via a global feature. The Data Load - CSV and Excel feature also allows you to view the out-of-the-box data table templates and define new data table templates.
Data Table Template
Data table templates are configured in the Data Loads - CSV and Excel global feature. These templates provide different upload capabilities, for example, Users, Personal Injury Valuation Guidance, and Document Assembly Templates. The actions menu allows you to edit, disable, delete, run, or download a sample template for each type of upload, depending on the template's configuration. Only custom (non-system) templates can be deleted.
You can view the details of the data load and provide a data sample if needed by clicking Edit in the actions menu.
The Sample Data area allows you to provide a data sample by toggling the yes/no button and selecting the sample. Upload a file containing an example of the data or select a system data sample using the drop-down.
Adding a Data Table Upload template
You can add a custom data table template by clicking the +Add button (refer to Figure 1). Doing so opens the Data Table Upload blade - the title changes when you enter a name, in this example: Claims Upload.
Click the image to enlarge.
Fill in the information as needed, using this table for reference:
| Details | |
|---|---|
| System Name | Enter a unique system name. A green tick will appear if the name is unique. |
| Name | Enter the display name. |
| Description | Enter a description for the data load. Users see this on the Data Table Templates blade. |
| Related Data Table Work Type | Select the related data table work type from the following: - Data Table Upload (System) - Data Table Upload (Work Type) - Data Table Upload Versioned (Work Type) |
| Enabled | Is this data table enabled or not? |
| Is System | Is this data table a system or custom type? |
| Data Format | The format of the data that will be uploaded. |
| Sample Data | |
|---|---|
| Provide an example of file format | Toggle if you want to provide an example of the file format. |
| Sample file format | Select whether you want to upload a sample file containing the format, or provide sample data. |
Finally, Save & Close the blade for the template to be available in the Data Table Templates blade.
Running a Data Load
You can start a data load via the admin portal of the application. Go to Admin > Data Loads > Active Runs. To create a new load click on the New Data Table Upload button. The button is only available if the Data Loads - CSV and Excel global feature is enabled. The following out-of-the-box data loads are available in the system.
| Core Data Upload Type | Description |
|---|---|
| Document Assembly Templates | Allows the upload of document template configuration (note this does not include the documents themselves). |
| Goods & Service - Purchase Items | Allows the upload of data describing goods and service items for purchase. |
| Goods & Services - Purchase Price Adjustments | Allows the upload of data adjustments to the purchase price of goods and service items. |
| Organisations and Addresses | Allows the upload of data describing organisations and their addresses. |
| People and Addresses | Allows the upload of data describing people and their addresses. |
| PI Injury Valuation |
Uploads personal injury validation guidance. This is used on legal matters to determine the potential claim value for an injury. |
| Users | Uploads data describing users into the system. |
The system will guide you through how to map and upload your data.