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Domo Knowledge Base

Creating a Job for Uploading Data Using Workbench 4

Intro

You can upload data from external data sources to Domo after specifying connection and data information as a job, which you can save and use again.

The process for creating a DataSet job in Workbench 4 goes as follows:

  1. You specify basic settings for the job in the Workbench DataSet Job Creation Wizard, including the Domo server, the DataSet Job name and type, the method of data transport (such as Local File Provider, ODBC Connection Provider, etc.), and the data reader (data source) type (such as JIRA, Excel, etc.). This adds an entry for the DataSet Job to your Accounts pane. However, at this stage the DataSet Job is still not ready for execution.

  2. You specify connection information for the data source in the Transport Method settings for the DataSet Job.

  3. You specify additional settings for the data source in the Data Source settings for the DataSet Job. These settings differ between data source types. Some, such as replacement variables for queries, are optional, while others are required.

  4. If desired, you can configure miscellaneous options for the job, such as transforms, notifications, excluded columns, etc.      

For information about the controls and field settings in Workbench, see Understanding the Workbench 4 User Interface.

Training Videos - Upload Files with Workbench 4

Learn how to upload both CSV and Excel files with Workbench 4.

Part 1 of 4

 

 Part 2 of 4

 

Part 3 of 4

 

 

Part 4 of 4

 

Note: The product training videos are for Domo customers and clients only.

For specific information about all of the connector types available in Workbench 4, visit the following links: