Understanding the Options for a New Record or an Overlay
The first option when importing data is to determine if you are loading new data or if it is an overlay or update to data you have already loaded.
New Records: If this load is new data not yet in the system, this is the option to add those new records
Overlay: If updating existing records, you will need to provide the original Control Number as one of your columns, otherwise records cannot be updated. If a control number is provided that is not in the system, the record will be skipped
Note: You can always update any field with new data or even add a new fields using the Overlay option.
How to Import Communications and Attachments Through ESI Analyst
Communications encompass a variety of communications. The system accepts the following load file formats: CSV, Pipe, Tab or DAT delimited files. Depending on how the data was collected or produced, you may not have a UFDR where you could use ESI ...
Assigning Control Numbers During Import
Control Numbers are important to all projects to have a consistent numbering scheme for data reference at the item level. It is best to have an idea on how your data is going to be represented in the system before you process your first import and ...
Managing and Importing Actors in Bulk
Available Contact Information When you have multiple forms of metadata that you would like to have tied specific individuals ("Actors") within ESI Analyst. ESI Analyst allows matching of data to many different identifiers, which then associated each ...
Understanding Deduplication Options
ESI Analyst offers multiple options for removal of duplicates (deduplication) from data that will aid with paring down data sets to a manageable population. However, there are instances where you may not want to deduplicate at a global level. Here is ...
Understanding the Available Fields for Communications
When importing communications data like text messages, chat messages, emails etc. you will have a list of fields that are available for your import. Generally, it is easiest to match closely the titles in ESI Analyst to your load file. Your load file ...