Data Loader 1.0 FAQs | ClearPoint Strategy

Data Loader 1.0 FAQs

Warning: This feature is deprecated and will be removed in a future release.

Note: This help article only applies to Data Loader 1.0. Please check out the newest version of the Data Loader here.

Learn the answers to frequently asked questions about Data Loader 1.0, the tool from ClearPoint which makes it easy for you to upload data from Excel, SQL Databases, or CSV files from behind your firewall.

Where can I get the Data Loader?
To get access to the Data Loader, contact ClearPoint Support at support@clearpointstrategy.com.  Data Loader 1.0 is deprecated and will be retired in a coming release.  It is being replaced by Data Loader 2.0, which we can get you set up with instead!

Do I have the most recent version?
To determine which version of the Data Loader you have, just look at the title bar of the open application.  Currently, the most recent build of the Data Loader is version 1.2.1.

What system requirements are necessary?
Anything later than Windows 7 will work.  The installer will install .NET if necessary.  At this time, the Data Loader cannot be installed on Macs.

Do I need a new username to use the Data Loader?
No.  Users can log in using their same ClearPoint username and password.

Where do I log in?
To log in, simply open the application and wait for the login screen to appear.  Once this loads, you will see username and password fields.  Enter your information here.

What do I put in the Server URL field?
This field only applies to clients utilizing the ClearPoint Private Cloud services or those with a local installation.  This will more than likely not apply to your organization.  If you are unsure, contact your ClearPoint administrator.

Where do I add files?
After you login, you will see a screen titled “Data Packages”.  Click in the empty row to add new files and create new packages.

What is a “package?”
A package is the collection of information that the Data Loader needs in order to move the data from your computer up to the cloud.  It includes the filename, the SQL connection information (if you’re connecting to a database server), the mappings, and the schedules.

What is the difference between Name and File Name?
The Name field is where you pick the name of the “package” you’re creating.  The File Name field is where you specify the location of the file on your computer.  Click the ellipsis icon to select your file.  The Package Type column will autofill based on the type of file you decide to load.

What types of files can I upload?
The Data Loader is currently designed to handle Excel files as well as CSV files.  You can also connect the Data Loader with a SQL database.

Will the Data Loader edit my file?
The Data Loader does not edit the file it is using. However, you could schedule a task on the Winders server to delete or remove the file after the service has completed?

Can I use files from a network drive or SharePoint?
Yes.  The Data Loader works with files from your network.  Also, SharePoint can be used if you have it configured so that the file is accessed over WebDAV or something similar.  Instructions on how to do this can be found here.

Does it matter how my files are structured?
Yes.  Check out the first image in this help file to see how your files should be structured.

Is there a file size limit with the Data Loader?
Yes, the maximum file size is 10MB.

Can I upload password protected files?
Yes, the Data Loader will still be able to read these files.

What if there are calculations in my Excel file? Can those cells be uploaded?
Yes, calculated cells can be uploaded.  While the Data Loader won’t recognize what calculation you are doing in Excel, it will still upload a value if it can see a number.

Can I use a SQL database?
Yes.  You can establish this connection from the “Data Packages” screen.  Once you select SQL for the package type, use the ellipsis button to the right of the drop-down to select the desired data source.

How do I set up the connection with the my database?
Contact your local IT support team for information on how to connect to the database.  Any SQL database that Windows can connect to via ODBC can be used.

Do I need a VPN connection?
No.  The Data Loader leverages our API to send the data securely over HTTPS/SSL/TSL to the ClearPoint servers.

How do I specify the data mapping locations in ClearPoint?
After creating a package with your desired data source, click the ‘next’ button.  This will take you to the “Scorecard Selection” screen.  Select your desired scorecards by double clicking on them and then hit ‘next’ again.  On the “Mapping Definitions” screen you can set up your mappings.  First, enable the series by checking the box to the left of it.  Then, select the scorecard, measure, and series you want to map to.  Finally, click ‘next’ to save your mappings and move on to creating schedules for your package.

Do I need a different file for every measure?
No.  You can use the same file for all of your measures!  You can also use multiple sheets.  Just make sure to follow the series-column format.

How long does it take for my data to upload to ClearPoint?
Once you click the green “run” arrow to the right of your desired package, the Data Loader pushes your data over to ClearPoint immediately.  If you utilize the scheduler, the Data Loader background service refreshes every 5 minutes.  Please note that if you have a lot of calculations, it may take a few moments for the recalculations to complete.  ClearPoint will email you when the data load is finished.

Can the Data Loader run on its own?
YES! After you complete the mapping process, you will be able to set up a scheduled run time.  You can specify the time of day, which days of the week to run, and the frequency of uploads.

Will anything bad happen if I manually upload data for a package that has schedules set up?
Nope.  A manual upload will have no affect on any scheduled uploads.  The rule of thumb to remember is that the last upload wins.  This is to ensure that ClearPoint is as up to date as possible with the information in your data sources.

How will I know if the Data Loader is successfully uploading my data?
After every upload (both scheduled and manual), ClearPoint sends an email to whichever user set up the mapping.  The notification email address can be changed within ClearPoint, by going to my profile and specifying your email address (if different than login).

On the Preview Data screen I see that some of my cells are “Locked” and therefore will not be updated.  What does this mean?
Cells will fail to update if the periods, series, or scorecards are locked.  If they are locked, these cells will show up as gray in your preview screen.  Login to your ClearPoint account to play Sherlock and determine the specific cause!

If I want to upload my data immediately, rather than wait for the scheduled time, what should I do?
On the data packages screen you will see a green arrow to the right of each package that has been mapped successfully.  Clicking this arrow will tell the Data Loader to upload all of your data to ClearPoint immediately.

What happens to my mappings when I download an update to the Data Loader?
Your mappings are stored on the ClearPoint server, so if you update the Data Loader, no problem — the Data Loader will recognize your login and load your packages and schedules.

What happens if another user maps to my measure and series?
Whomever pushes data last wins — just like if it was manually entered into the system.

I set up everything and clicked “Finish”, but my data did not upload.  What now?
Clicking “finish” means you are finalizing the mappings within ClearPoint.  You will be returned to the Data Packages page and will now see a green arrow to the right of the package you just created.  Click this to push your data over to ClearPoint.

What if we are using SSO?
The Data Loader does not yet handle single sign on.  You’ll need to create a password in your ClearPoint account (you can do this from the “My Profile” page), then log in using your username (typically your email address) and password.  Contact ClearPoint Support if you have questions.

Is the Data Loader 32-bit or 64-bit?
The Data Loader is a 32-bit application.

What is the IP address that the Data Loader uses?
The IP address for the Data Loader is subject to change and could actually differ by region as it is behind out application firewall at CloudFlare. However, the address would be in a CloudFlare IP address range.

What port does the Data Loader use and what does this mean for our firewall? 

API connections as well as configuration of the Data Loader should be done using https://app.clearpointstrategy.com/api/v1. As long as your firewall allows the standard HTTPS/SSL port 443, there should be no issues with connectivity.

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