Import Engine: Best Practices Workflow¶
This guide outlines the standard workflow for importing data into Arena.
1. Create the Import Definition¶
The first step is creating an import definition.
- Static Design: By design, definitions cannot be edited once created. This ensures your integration always relies on a static, predictable configuration.
- Multiple Definitions: You may need different definitions for different parts of an integration (e.g., one for Items, one for BOMs).
Key Configuration Fields:
- Name & Description: Descriptive text to identify the integration usage.
- Resource: The target Arena world/view.
- Mode: (e.g.,
OVERWRITE). - Options: Configurations for specific behaviors (see below).
Common Options:
matchDuplicates: Behavior when editing resources where duplicates exist.createDuplicates: Behavior when replacing resources where duplicates exist.fileEditionEdit/fileEditionDelete: Handling file revisions.
2. Run the Import¶
Once defined, you create an Import Run by referencing the Definition's guid.
- Submit Content: The actual data (XLSX, CSV).
- File Content: Physical files (PDFs, drawings) if importing to the File world.
- Commit Flag: Set
committofalseto preview results; set totrueto save data to Arena.
3. Monitor Status¶
Poll the run status until it reaches COMPLETE.
- Status Values:
CREATED,RUNNING,COMPLETE,ERROR -
Note:
COMPLETEmeans the engine finished processing, regardless of whether individual rows succeeded or failed.
4. Check Results¶
Before committing, inspect the counts returned in the run object:
totalCountsuccessCounterrorCount
If there are errors, download the Result Content or Error Content CSV files. These files contain a status, errorCode, and errorMessage for every failed row.
5. Commit¶
If the results are satisfactory (and commit was false), use the Commit endpoint to finalize the import.