Configuring an FTP Connector to Import Data from a CSV File

Use an FTP connector to retrieve data from a CSV file on an FTP server. The data is imported as an array, which gives you the option to map the data set in the array to a subsequent orchestration step. See Passing a Data Set to a Subsequent Orchestration Step for more information.

  1. Create and name the connector service request as described in Creating a Service Request.

  2. On the Connector design page, click the Connection field and under the FTP category, select a connection to the FTP server where the CSV file is located.

    If there are no FTP connections available, ask your system administrator to create one. See Creating a Soft Coding Record for an FTP Server Connection (Orchestrator Studio 6.1.0).

  3. Select the File option.

  4. Click the Type drop-down list and select Receive.

  5. Click the Import CSV as Array check box,

    The Orchestrator Studio displays additional fields to configure the importing of data from a CSV file.

  6. If the CSV file has a header row, click the CSV Has Headers check box to exclude the header row.

    This ensures that at runtime, the Orchestrator will not import the column headers as data in the array.

  7. Complete the following fields:

    • Delimiter. Enter the delimiter used in the CSV file to separate values.

    • Source File Name. Enter the name of the CSV file.

    • Path Extension. Enter the name of the sub-directory on the third-party FTP server that contains the CSV file. The FTP connection already contains information for the base folder.

    • Data Set Variable Name. Enter a name for the data set or array in which the data from the CSV file will be imported.

      Later, you can reference this data set variable name to map data in the data set to a subsequent orchestration step.

  8. Enable or disable the Remove File toggle. Enabled by default, this removes the file from the temporary location on the AIS Server after the data is imported.

  9. In the Model CSV File section, select a model CSV file to define the columns in the CSV file that you want to import.

    The CSV file should be a copy of the CSV file from which the FTP connector will import data, or you can use a different CSV file as long as it has the same column names.

    1. Click Browse to select a file and then click Ok.

      If the CSV Has Headers check box is selected, the grid displays the column names from the CSV file in Member Name and Variable Name columns. Otherwise, the grid displays column 1, column 2, and so forth.

    2. In the grid, you can change the member names or variable names, and you can use the X button at the end of the rows to remove any columns from the import.

      The variable names are used to represent the values imported into the array. If you map these values to a subsequent orchestration step, you will select these variable names for the mappings.

      Caution: When importing the CSV data into an array, the order of the columns, not the names of the columns, is respected. If the CSV has 10 columns and you only specify eight in this grid, the array will contain the first eight columns from the CSV. If column headers are present, the third column in the CSV file will be mapped to the third row of this table, regardless if the column and member names match.
  10. Click Save.