The Data Loader

Learn how to easily convert your Data Loader 1.0 to the new Data Loader to take advantage of the new features available in Data Loader 2.0!

The ClearPoint Data Loader 2.0 allows user to bulk upload quantitative and qualitative data from Excel, CSV, or SQL queries to all elements in ClearPoint.

The ClearPoint Data Loader allows users to bulk upload data from Excel, CSV, or SQL queries to their measures in ClearPoint.

Users can schedule their Data Loader packages to run automatically, in the Data Loader itself or from the Data Loader tab in ClearPoint's Admin Options.

Schedules can be set to automate certain actions in ClearPoint, such as generateing a Briefing Book or HTML Export, running a Data Loader package, and sending Reminder emails to users.

Schedules can be set to automate certain actions in ClearPoint. Users who create schedules can delete those schedules from the template they added them to, while Admins can delete schedules from Admin Options.

Manage Data Loader packages, tell it to upload, and change the owner in seconds from the new Data Loader tab in Admin Options!

Although the Data Loader can save you a TON of time, the process of creating a package can sometimes be a little cumbersome.  Learn some of our favorite tricks here!

Learn the answers to frequently asked questions about the Data Loader, the ClearPoint tool which makes it easy for you to upload data from Excel, SQL Databases, or CSV files.

To use the Data Loader, you will need a package for the application to upload.  A package is a collection of mappings between the columns in your file and their respective series in ClearPoint. 

Looking for a way to speed up the Data Loader package mapping process? It is now possible to map an entire package based on series IDs.

If you are configuring a SQL script as the source file, there are some steps that you must complete in order to set up the data connection for the package.

The error message "No matching periods or series were found in the file or query" means there is a formatting issue in your file. Use this article as a troubleshooting guide.

Want to run scheduled uploads that access files stored in shared folders? Granting the Data Loader's scheduler service might be necessary.

Need to run an offline installation of the Data Loader? Follow these instructions to do so.

To use the Data Loader, your .NET framework needs to be up to date. The current version of .NET that is required is 4.5.2. Download it from this link.