Flat files are a simple format for data files that contain records without structured relationships between them. CashCloud supports integrating data from flat files to streamline data management and import processes.
Connect a Flat File
1.Navigate to Data Groups:
Go to the Settings menu.
Select Data Groups and then Integrations.
2.Select Flat File:
Choose the Flat File option and click Connect.
3.Configure File Settings:
Select Column Separator: Choose the appropriate separator (e.g., comma, tilde).
Data Location Information:
Remote Server: Enter SFTP server details, including file address, site address, port, username, and password.
Manual Upload: Upload the file directly from your computer.
4.Custom File Settings (Optional):
File Structure: Specify if the file contains headers and details.
Relationship Between Header and Details: Choose between continuous rows or column-related structures.
Data Location Information: Provide SFTP server details if applicable.
5.Test and Create Data Source:
Click Test Connection to ensure the file is correctly configured.
Click Create Data Source to finalize the integration.