CSV Import Feature

Overview

The CSV Import Feature (also known just as “Imports”) is a power feature for partners, allows you as a partner to configure automated fetching of CSV data from an external source, parse it according to your specifications, and store it within your Data Store.

This data can then be dynamically “injected” into your application screens of one of your accounts.

Imports csv feature

This guide walks you through the process of creating and configuring a CSV import job for a selected account.

Setting Up a CSV Import

Log in to the Admin Console.
Navigate to Utilities > Imports.
Click the “Create Import” button.

Fill out the following required fields:

Import Name: A unique name to identify and group the imported CSV data.
Account: Select the relevant account (if multiple accounts are available).
URL: Enter a publicly accessible URL to the CSV source.

If importing via FTP, enable the FTP option and provide the following details:

Directory: Path to the folder containing the CSV file.
File Name: The name of the CSV file to be parsed.
Username: FTP username.
Password: FTP password.

Scheduling Options:
Choose one of the following execution options:

Import Time: Specify a daily time to run the import.
Repeat Interval: Set an interval (in minutes) for recurring imports.

✅ Tip: Enable “Remove items from the catalog that are no longer in the imported document” to automatically delete outdated entries no longer present in the CSV.

Imports setup

ID Column (required): Specify the name of the CSV column containing the unique identifier for each row. This field is mandatory—if missing, the import will fail. If multiple rows share the same ID, the last one will override previous entries.
Skip Rows: Specify the number of rows to skip at the top of the file (e.g., header rows).

You may also map additional fields by pairing CSV column names with desired keys in the stored data object. This step is optional but allows for greater flexibility in data handling.

These additional fields provide enhanced capabilities for parsing and organizing your data:
Inventory & Grouping Fields

Quantity Column: Specify the column containing quantity values (e.g., items in stock).
Group 2 / Group 3 Columns: Optional fields for additional categorization or grouping.

Date & Time Parsing for Event Data
These fields are useful when importing time-based data (e.g., events with start and end times):

Start Date Column
End Date Column
Start Time Column
End Time Column

Formatting Options

Date Format: Select or define a custom format for parsing dates.
Time Format: Select or define a custom format for parsing times.
Time Zone: Choose a time zone to accurately adjust time-based data.

Click “Create” to save and launch the import job.
Once created, you can verify the job by clicking the “Custom API URL” link. This allows you to confirm that the import ran successfully and the data has been stored correctly.

NOTE: After you got this data into NoviSign, the way to use it in your Studio accounts and in your player apps is explained in the player API configuration manual.