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Brendan Robert edited this page Oct 5, 2015 · 5 revisions

Batch processing in Curly

Batch mode

After navigating to the Batch tab, click on File > Open Data Set from the menu to open the Data Import Wizard.

Data Import Wizard

Data Import Wizard

Click Choose to open the desired data file. It may be either Text (tab delimited or flat list), Legacy Excel (XLS) or the newer Excel format (XLSX). If you open a spreadsheet, you can change between the various worksheets with the provided dropdown. You can only use one worksheet at a time in Curly.

Once the file has opened, you can see all columns (if it's a flat file then there's only one column). For each column you can select what variable that column maps to in your actions. If you do not specify any variable then the field will not be imported.

Important Note: Define your actions before opening the bulk data import wizard!

Once you are ready to import your data press OK.

Tip: Working with header rows

Some worksheets use one or more header rows at the top. If you wish to exclude these, select the number of header rows to skip during the import process (generally speaking this is 1 in most cases, sometimes 2 but rarely more than that.)

Final verification

After you have imported your data you can review the data in the Batch tab. If you are not satisfied you can import a new set of data using the same steps again. If you are ready to proceed click "Go!" to open a new activity monitor and begin processing the batch.

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