Transitioning to the new Data Loader | ClearPoint Strategy

Transitioning to the new Data Loader

With the exciting introduction of Data Loader 2.0, we are transitioning Data Loader 1.0 out over the next year. With all the new features available in Data Loader 2.0, as seen here, making the change will allow you to upload even more data into ClearPoint. This article will walk you through the easy transition of your packages from Data Loader 1.0 to Data Loader 2.0.

In This Article

Downloading the mapping file

To smoothly transition to the Data Loader 2.0, you can use the JSON mapping file from your Data Loader 1.0 packages. By downloading the JSON mapping file, you will not need to re-map your Excel file in the Data Loader 2.0.

Once logged into your ClearPoint account, open System Settings in the control panel and click on Admin Options.

Click on the Data Loader.

Click into the Data Loader 1.0 Packages tab. You will see all of the packages you had set up with Data Loader 1.0. You can click on the download icon to download the JSON from the package’s mapping to your computer. After downloading, save the JSON file in the same folder that the Excel file used for the package lives.

Note: Make sure the JSON file name matches the Excel file name so that the Data Loader 2.0 recognizes the mappings.

Using Legacy format

Now that you’ve downloaded and saved the JSON mapping file, you can open the Data Loader 2.0 and set up your Excel file using the Legacy format.

Note: If you still need to download the Data Loader 2.0, click here to get set up.

If the Excel file and JSON file are both saved in a folder that the Data Loader is set to watch, you will see the file with the mappings already set as soon as you log in. If you do not see your file, you’ll want to Watch New Directory by following the steps in this article.

To the right of the file name, click on Edit Mappings. Select Legacy format. If you click into the Sheet tab, you can see the mappings are already setup from the mappings on Data Loader 1.0 using your JSON mapping file.

Schedules will not carry over to the Data Loader 1.0. To set up a schedule you will want to click on the Import Options tab and set the schedule from there. Additionally, you can now choose to automatically push changes when the file is changed. Once you have the import option set, you can Save or Run the file from here. You are now ready to go with Data Loader 2.0!