Data Import Templates are a time-saving feature. They conveniently capture details for mapping transactional data to your Stratum Data Model. Templates can be re-used as often as you like for subsequent imports of similar data. They’re ideal for handling data from the same category or import source that’s updated regularly over time as new data becomes available — saving you from manually managing repetitive tasks for each round of data you import into the Stratum Data Hub. Templates can be used for imports done from Stratum Viewer or with the Stratum Cloud API.
Templates tell Stratum about your data — the type of file it’s being imported from, the category it’s for, and the transaction date format. And, they tell Stratum how to treat the data during an import — such as identifying the target measures to import data into and whether to replace or add to existing category data.
Templates can handle schema shifts as part of their automatic data mapping features, making for smooth handling of structural changes to your transactional data.
As you build your library of templates and initiate new data imports, Stratum will recommend templates that are a match for your next import. Pick a template to handle mapping steps for you, then process the import. You can optionally preview the import to see how it looks with the selected template applied to it and to give your import a custom description. See also:
