Importer Overview: Uploading Data into Handshake

Liz Gehret -

What is the Importer?

The Importer is used both internally at Handshake, and externally by our partners to analyze and import data into Handshake.

How does the Importer work?

You can think of the Importer as a translator between a CSV file and Handshake. It translates a CSV file into JSON that's fed into our API and into Handshake.

How do I access the Importer?

The Importer is an awesome tool, but it is a bit complex and handles a lot of sensitive data, so we ask that you first watch this video in our Help Center and follow the instructions in the video. After finishing, contact our Tech Support team here to get access to the Importer. 

If you have colleagues that need to know the results of your Importer uploads (including errors or status), there is an email list we can add you to that sends the analysis/results for every upload to import and contains a link to the original job in importer for errors review. If you have anyone you'd like to have added to the email list just contact Support!

What does the upload process look like?

  • Upload: You'll upload a formatted CSV into the Handshake Importer App. The file formatting will depend on which data you are importing, and each data type should have it's own article and header recommendations.
  • Analyze: The file will then go through an automatic analysis, providing you with any formatting adjustments that need to be made before the file can be processed. This analysis can take anywhere from a few minutes to several hours, depending on the size of your file.
  • Correct: If corrections are needed, a new file can be re-uploaded, repeating the analysis process.
  • Submit: Once the file completes analysis with no errors, select the "Submit and Request Run" button.
    • Our team will queue it up for processing within 24 hours.
  • Status: Return to the original job page to review its current status.
    • Note: You will not see the job in your file queue if it was 100% successful (no failed rows or analysis errors). These files are automatically archived, so that the only jobs remaining in your queue are files that need your attention (due to file warnings, or failed rows). Please reach out to Support if you'd like any jobs unarchived!
  • Review: You can also review any errors by clicking "View/Download Results" from the job's overview page.
    • If there were any failed rows in your file, you can use this guide to review some common Importer errors, and how to resolve them.

Give it a try!

To access the Importer App, go to https://importer.joinhandshake.com and log in with your credentials. 

  • To upload a new CSV, click the upper right of the screen+ Upload New CSV
    Screen_Shot_2017-03-01_at_9.51.25_AM.png
    • Next, select the file you want to upload and the file type in the dropdown: Screen_Shot_2017-03-01_at_10.12.44_AM.png
    • Insert a description of the file.
    • Save job when complete - The analysis may take several minutesScreen_Shot_2017-03-01_at_10.13.25_AM.png

 

  • Scroll down to review any errors, after the analysis has completed (refresh the page periodically). If any errors occurred, correct them and upload a new job
    Screen_Shot_2017-03-01_at_9.59.10_AM.png

 

  • When your file has passed the analyzers with no errors, click "Submit and Request Run" at the top of the pageScreen_Shot_2017-03-01_at_10.01.18_AM.png
  • You may check the progress of your submitted job for 48 hours after it's been processed
    Screen_Shot_2017-03-01_at_10.04.27_AM.png
  • If you'd like to review errors, click View/Download Results at the top rightScreen_Shot_2017-03-01_at_10.04.35_AM.png

 

Helpful Resources:

 

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