Create Scheduled Tasks

In this page we will learn how to create a scheduled import task.

To access this area, expand the Data menu item and click in Scheduled Tasks:

To start creating a new task, from the list of scheduled tasks, click in the New Task button:

In this page you will need to provide a name for this task:

You will also have to provide the frequency at which it should run. You can choose between Hourly and Daily in the following field:

If you choose hourly, you will have to provide the minute of each hour when this task should run:

If you choose daily, you will have to provide the time of the day when this task should run:

Then you will need to select the source of your data. You can choose between Amazon's S3, Microsoft's Azure Blob, Google Cloud Storage and any FTP or SFTP server:

Amazon Web Services S3

To use a AWS S3 bucket select Amazon Web Services S3 from the Storage selector:

Then you will need to provide the bucket name:

You will also have to provide the AWS Key:

And the AWS Secret:

You will also have to provide the region where your S3 bucket is located:

And finally you need to provide the path to the file:

Microsoft Azure Blob Storage

To use a Microsoft Azure Blob Storage container select Microsoft Azure Blob from the Storage selector:

Then you will need to provide the account name:

After that you will need to provide the container name:

You will also have to provide the Azure Blob Storage access key:

And finally you need to provide the path to the file:

Google Cloud Storage

To use Google Cloud Storage as the source of your scheduled tasks select Google Cloud Storage from the Storage selector:

Then you can either use the configuration file (a JSON file that you can download from Google Cloud's interface) to quickly setup all the definitions needed to configure this service:

Or you can manually insert all those settings in each field, starting with the project identifier:

The client email used to authenticate:

And the private key:

You should also insert the name of the bucket you wish to use:

And finally you need to provide the path to the file:

FTP Server

If you would like to use a FTP server, please select FTP (File Transfer Protocol) from the Storage selector:

For an FTP server you must provide the host name and port number:

You must also provide the username:

And the password:

If you server supports TLS (recommended), please check the following box:

And if it uses a self-signed certificate, please check the following box:

And finally you need to provide the path to the file:

SFTP Server

If you would like to use a SFTP server, please select SFTP (SSH File Transfer Protocol) from the Storage selector:

For this type of storage, you have two authentication options. You can choose between the Using a Password or Using a Private Key options from Authentication Type selector:

You must provide the host name and port number:

And you must also provide the username:

If you choose the option Using a Password, you must provide the password:

If you've selected Using a Private Key instead, please provide the private key:

And optionally, a passphrase (if applicable):

And finally you need to provide the path to the file:

When you are done configuring the source of your data, you should select which type of import job this scheduled task should perform:

To learn more about import jobs, please read our guides located here.

Once you've provided all the data required, you can quickly test if everything is correct by hitting the Test Task button before actually creating the task:

If everything is OK, you will see something like this:

If there's something wrong, you will see an error like the one below:

Once you ready to create your scheduled task, click in the Create Task button to save it:

Keep reading our guides and learn how to edit a task.