Understanding Online / Batch Loaders
Online / Batch Loaders enable the quick loading of data into the system. Data can be loaded for any business object as it uses the BO’s schema to load data into the application.
Two types of loaders are supported:
• Online Loader easily uploads smaller amounts of data. Use this type of upload process when uploading business objects without complex lifecycles and BO rules. For example, stock items, stock item detail, crafts, crews, and more. The data is loaded through the UI to create the target objects.
• Batch Loader should be used for larger volumes of data and for complex business objects such as Organization, Asset, Commodity Codes, and so on. The Batch Loader uses a two-step process that first creates the inbound sync request and uploads the file to a staging table and secondly, uploads the sync request from the staging table to either create the target objects or create another dedicated inbound sync request that handles the complexity of a particular object.
Processing uses the creation of a request type to facilitate the upload process:
• For the Online request type, the actual data is stored within and processed by the request.
• For the Batch request type, two options for batch load are supported; from a file located on the server or from an attachment in the application. Either the file name (file on server) or the attachment id (attachments) is stored on the request, the data is loaded into the generic inbound sync requests, and the request acts as a header record for all the generic inbound sync requests.
A csv file is the format used for data uploads. The generic loader has very strict requirements as to the format of the file. Please see the “embedded” help in the Online Loader Request Data section for format and additional tips.
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