Automation & integration - Data Loader | Scribe

    Automation & integration - Data Loader

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Data Loader capabilities by plan level

    - **Basic Plan**: allows for the creation of new elements and Scorecards. - **Professional Plan**: allows for the above, as well as updating Measure series data, and running on a schedule - **Enterprise Plan**: allows for all of the above, as well as qualitative field updates, and watches your files for new changes.

    Installing the ClearPoint Data Loader

    - From the Control Panel click on **Automation** - Select **Data Loader** under Data Integrations - Click the **Download Now button**
    - Choose the **folder** in which to install ClearPoint Data Loader - By default, the program will be installed in the Program Files on your computer. - Once installed, click **Finish** and the Data Loader will open and be ready for use

    Logging into the ClearPoint Data Loader

    Managing Data Loader Keys

    The following steps will help you get the Data Loader keys.
    - From the Control Panel click on **System Settings** - Click on **System Setup** - Select **Data Loader** under Standard Features
    - On the **Data Loader API Keys tab**, click on the **Plus icon** next to the user’s name whom you would like to have Data Loader Keys - You will be asked to confirm you wish to grant access to this user to perform updates and changes to your ClearPoint account using the Data Loader.
    - Once you have added the **API Keys** you will have three options - **View API Key** will allow you to see the **Access Key** and **Secret Key** - **Edit API Key** will allow you to modify the expiration date - The keys will automatically be set to expire after a year - **Delete API Key**, this will delete the Data Loader keys so that the user can no longer log into the Data Loader.

    Selecting files to upload with the Data Loader

    There are a few different types of files you can upload with the Data Loader. Below you can see how to select Excel, CSV, and SQL files to upload.

    Uploading Excel and CSV files

    One important thing to note before getting started, the Data Loader will watch folders on your computer which makes it possible for data to be automatically uploaded when files are saved. Because of this, you must choose a folder for the Data Loader to watch that contains the files you want to upload. We suggest having a Data Loader folder on your Desktop that contains all files that will be run through the Data Loader. - Once you log into **Data Loader** - Click on **Watch New Directory** - This will open up a window that shows the folders on your computer - From the Window, choose the **folder** where the files live that you want to upload - Once you have selected the folder, click **Select Folder** - You will see the **location of the folder** and all of the files listed below

    Uploading SQL files

    - Once you log into **Data Loader** - Click on **Add Connection** under Default Database Connections - The Data Loader offers several different SQL Dialects: My SQL, Microsoft SQL Server, Postgres, Maria DB, ODBC, OLE DB, and Oracle. Please visit our Help Center article on Uploading SQL Files with the Data Loader \[INSERT LINK\] for more information.

    Two functions of the Data Loader

    Updating existing elements in ClearPoint

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