Edge Import - Create/Edit Data Load

The New Load page enables you to either perform a one-time bulk import or validate your data. Following the validation or data load, an overview of the process is displayed.

To create a new data load, go to Admin > Tools > Edge > Imports and Feeds. Select the Loads panel. Then, select the New Load button. This opens the New Load page.

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Limits and Best Practices

What is the max file size limit for Edge Import and how can I reduce the impact?

New Load

  1. From the Category and Type drop-down menu, select the data type that applies to the data you are loading. This drop-down only includes the data import types for which the administrators has permission to access. For example, the Employee Salary load type only appears if the administrator has the Load Employee Salary permission.
  2. In the Configuration field, you have two options for selecting a configuration for your data load. Note: Administrators must have the appropriate permissions to modify or create a configuration.
    1. From the drop-down menu, select the configuration that most closely matches your data. You can modify the default Options and Mapping settings from the configuration for your data load by selecting the Modify button, but the modifications are not saved to the selected configuration.
    2. If none of the available configurations match your data, then select the New Configuration button to create a new configuration. See Edge Import - Create Data Import Configuration.
  3. In the Select File field, select the file that contains the data that you are loading. The accepted file types are .xls, .xlsx, .csv, and .txt. PGP and GPG encrypted files are supported. Files can be selected in the following ways:
    1. Pick a File - Pick a file from your computer by dragging and dropping a file into the field or by selecting the Pick a File button to browse for and select a file from your computer. With this method, the maximum file size is 20 MB.
    2. Select from FTP - Select a file from your Cornerstone FTP location by selecting the or load a file from FTP link. Then, specify the FTP path. All paths are relative to the FTP directory. If the file is located in the root of the FTP directory, only the file name needs to be provided. With this method, the maximum file size is 20 MB for Excel files and 1 GB for all other types.

Once the file is loaded and the settings are configured, you have two options:

  • Select the Validate Only button to only validate that your data is in the correct format and does not contain errors. When this button is selected, the Validation Details are displayed. See the Validation Details section below for additional information.
  • Select the load button to validate the data and load it to the system. See the Load Details section below for additional information.

Validation Details

When you choose to only validate your data, the system analyzes the selected file, and the Validation Details provide an overview of the validation.

The Record Details chart provides a visual overview of the validation progress and the number of records in each status. While data is being processed, the data is displayed as a bar graph. Once the data is fully processed, the data is displayed in a pie chart.

The Information section displays the following details about the validation or load:

  • Category
  • Type
  • File Name
  • Configuration - Select the View link to open a flyout that displays the Options and Mapping settings from the configuration.
  • Validated By/Loaded By - This displays the name of the user who initiated the validation or load.
  • Started - This displays the date and time at which the validation or load began.
  • Completed - This displays the date and time at which the validation or load completed.

The Quick Stats section displays reports that can be downloaded. To download a report, select the record count in the Download column.

  • Valid Records - This displays the number of valid records that were processed. Valid records may be processed successfully or with warnings. Any warnings are displayed in the downloaded report so that you can adjust the data, if necessary, prior to loading it.
  • Not Valid - This displays the number of invalid records that were processed. Any errors are displayed in the downloaded report so that you can adjust the data and then load it.
  • Total - This displays the total number of records that were processed.

The Warning Details section appears if your records have any warnings. This section displays any warnings that occurred and the number of records that encountered the warning.

The Error Details section appears if your records have any errors. This section displays any errors that occurred and the number of records that encountered the error.

Select the Load button to load the data to the system. See the Load Details section below for additional information.

Load Details

When you load your data, the system analyzes the selected file and then attempts to load the data. The Load Details provide an overview of the load.

The Record Details chart provides a visual overview of the load progress and the number of records in each status. While data is being processed, the data is displayed as a bar graph. Once the data is fully processed, the data is displayed in a pie chart.

The Information section displays the following details about the validation or load:

  • Category
  • Type
  • File Name
  • Configuration - Select the View link to open a flyout that displays the Options and Mapping settings from the configuration.
  • Validated By/Loaded By - This displays the name of the user who initiated the validation or load.
  • Started - This displays the date and time at which the validation or load began.
  • Completed - This displays the date and time at which the validation or load completed.

The Quick Stats section displays reports that can be downloaded. To download a report, select the record count in the Download column. Note: Administrators can only download a report if they have permission to access the associated data load type.

  • Loaded - This displays the number of valid records that were processed and loaded. Valid records may be processed successfully or with warnings. Any warnings are displayed in the downloaded report so that you can adjust the data, if necessary, prior to loading it.
  • Not Loaded - This displays the number of invalid records that were not loaded. Any errors are displayed in the downloaded report so that you can adjust the data and then load it.
  • Total - This displays the total number of records that were processed.

The Warning Details section appears if your records have any warnings. This section displays any warnings that occurred and the number of records that encountered the warning.

The Error Details section appears if your records have any errors. This section displays any errors that occurred and the number of records that encountered the error.