This article will explain you more about the functionality of the Rules on Import tab.


This functionality minimizes the possibility of importing incorrect files. This is done by setting up conditions that your datafile must meet in order to be processed. 

For instance, you can set rules to check if your file: 

- has a specific name 

- it doesn't contain more than 1000 records 

- the creation date can not be older than two days ago. 


If all these criteria are met, your file is processed and the data is imported. But when the criteria are not met, your file is denied and the data is not imported.

The more conditions you set, the smaller your margin or error. But don't forget, this also limits the flexibility of your import file.


Consider this functionality as an additional and much needed safety check, to ensure only correct files are imported.


The Rules on import is another application of the dynamic rule engine. When opening up the tab, you’ll see the same familiar looking wizard.

First, add a name and description as a reference on what the criteria for the import should be.



Next check whether you need all conditions to be met for importing the file, or if one or more of the conditions are enough.


New conditions can be created by clicking the “+” sign and they are set to active by default. The icon behind it denotes that the condition applies to a file.


Open up the dropdown next to the file icon to select what file option your condition concerns.


As soon as you have selected the file option, another dropdown will appear, with which you can set the condition.


After having selected the condition choose your area of reference (either from the file or a constant value) and appoint a value to it.


Lastly, set the action that will be taken, which is always that of importing a file. After all, you want the file to be imported if it meets the requirements you just set up.


As always, don’t forget to save. 


From now on, only files that meet these requirements will be accepted and processed.