---
title: "Configuring and Executing a Data Import"
description: "When you have defined the data source(s) and the connections to these data sources as the basis for the import in the Import Management area, you can configure and execute the data import. Both are carried out in the Lucanet Import Data workspace at individual document level."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/configure-and-define-data-import-disclmgmt
language: en
last_updated: 2023-08-16
---
# Configuring and Executing a Data Import

## Overview

When you have defined the data source(s) and the connections to these data sources as the basis for the import in the **Import Management** area, you can configure and execute the data import. Both are carried out in the **Import data** workspace at individual document level.

{% warning-box %}
The **Import data** workspace is only activated for users who have been assigned the **Document Administrator** or **Document Data Importer** role at document level in Disclosure Management role management. (For additional information about user roles in Disclosure Management, see [Creating and Editing User Roles for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md).)
{% /warning-box %}

## Required Sequence of Steps

To configure and execute a data import:

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In the overview of a document, click **Import data** to open the workspace.
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Select the data source to be used for the import (see section [Selecting a Data Source](#SelDataSource)).
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Choose the parameters for the data import at document level (see section [Parameterizing Data](#paramData)).
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If necessary, display a preview of the import and check the data (see section [Displaying a Preview and Checking Data](#Preview)).
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Start the data import (see section [Starting the Data Import](#startimp)).

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## Selecting a Data Source

When you open the **Import data** workspace at document level, the **Data sources** area is displayed by default:

‘Data sources' area

This area contains all the data sources you defined in **Import Management** (see section [Defining a Data Source](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/define-data-srouce-disclmgmt.md)). You can sort the data sources by **name**, **connection type**, **description** or **last execution date**.

Select the data source(s) to be imported by activating the corresponding check box(es) and click **Go to parameterization**.

## Parameterizing Data

In the **Parameterization** area, select the parameters for importing the selected data source(s) at document level. The area is displayed as follows, for example:

‘Parameterization' area

The area contains the following elements:

#### Connection to the data source

##### Description

Displays the connection of the selected data source and serves as the top root folder for parameterizing the data source. The element can be expanded and collapsed using the arrow icon.

A separate root folder for parameterization is displayed for each data source selected in the **Data sources** area.

#### Data source

##### Description

Displays the selected data source. The element can be expanded and collapsed using the arrow icon so that further parameters can be assigned for this data source, if necessary.

#### Mapping

##### Description

Displays the mapping that has been defined within a data source. The element can be expanded and collapsed using the arrow icon.

For each mapping defined within a data source, a separate folder is displayed that can be expanded and collapsed.

For additional information on defining mappings see section [Defining a Data Source](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/define-data-srouce-disclmgmt.md).

When you have selected all parameters for all displayed data sources, you have the following options:

- You can use the **Open preview** button to display a preview of the imported data in order to check the data again before the actual import. For additional information on this, see chapter [Displaying a Preview and Checking Data](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/configure-and-define-data-import-disclmgmt/.md#Vorschau%2520anzeigen%2520und%2520Daten%2520pr%25C3%25BCfen).
- You can use the **Start data import button** button to import the data immediately without a preview. For additional information on this, see section [Starting the Data Import](https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/configure-and-define-data-import-disclmgmt/.md#Datenimport%2520starten).
- You can navigate back to the **Data sources** area to make any necessary adjustments to the selection of data sources.

## Displaying Preview and Checking Data

When you have configured all parameters for all selected data sources, you can use the **Open preview** button to display a preview of the imported data in order to check the data again before the actual import.

The preview is displayed as follows, for example:

‘Preview' area

The following elements are displayed in the preview in the top section:

| Element | Description |
|---------|---------|
| Name | Name of the data source(s) to be imported |

Connection type of the data source:

- **Client FlatFile Import:** Client-side import of an Excel or CSV file
- **Server FlatFile Import**: Server-side import of an Excel or CSV file
- **Lucanet Rest API Import**: Import from a Lucanet database
- **S3 ESG Import**: Import from Lucanet ESG Reporting

Description

Description stored in the definition of the connection to the data source

Last execution

Date of the last execution of an import of this data source

The following elements are displayed in the preview in the table:

| Element | Description |
|---------|---------|
| Programming | Content of the column that was defined as a programming column in the imported data source |
| Name | Content of the column that was defined as a name column in the imported data source |
| New value | New value after the current import |
| Old value | Old value before the import |
| Difference | Difference between new and old value |

When you have checked the import in the preview, you have the following options:

- You can import the data using the **Start data import** button. For additional information on this, see section [Starting the Data Import](#startimpt).
- You can make changes to the configuration of the import and reopen the preview. Changes are possible in the following areas:
 - In the previous steps **Data sources** or **Parameterization**.
 - In the **Import Management** in the connection to the data source or the data source itself.

## Starting the Data Import

To start a data import, click **Start data import** either in the **Parameterization** area or in the **Preview** area.

The task of executing the data import is then transferred to the [job monitor](https://support.lucanet.cloud/en/documentation/glossary.md#job-monitor) and you can display the status of the task by clicking on the bell icon at the top right-hand corner. Successful execution of an import is displayed as follows, for example:

Notification of successful import