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Domo Knowledge Base

Setting Up Direct Upload in Workbench

Direct upload is designed to limit load and increase upload speeds for Workbench users. It is available only when using the "External Process File Provider" transport method for CSV data. Follow the steps in this section to set up direct upload of data in Workbench. Remember to save the job and validate the data types throughout the process to not lose your work.

The CSV file must be in the correct format and the steps outlined below must be followed in the correct order for direct upload to work.

Important: Following the direct upload setup process as shown below. is essential for successful uploads. Be sure not to turn on direct upload until the end of the process.

To set up direct upload in Workbench,

  1. Add a new CSV DataSet job to Workbench, making sure to do the following:

    1. Set the Transport Method to External process provider.

    2. In the Data Source menu, select CSV.
      For more information about configuring CSV jobs in Workbench, see Connecting to CSV Data in Workbench 4.

  2. In the Source tab, under Transport Method, do the following:

    1. Configure the Program executable field with the connection needed.

    2. In the Arguments field, set arguments as needed.

    3. In Output File Path, select the file path for the CSV file.
      The file type can be CSV or GZIP. GZIP files will have the fastest upload times.

    4. Click Validate Configuration

      Do not enable Direct Upload yet!

  3. At the bottom of the Source tab, deselect the box for First row contains column headers.

  4. Click Preview in the task bar at the top of the screen.

  5. After the preview has appeared, click Schema for this job in the Accounts pane.

  6. Set/rename Destination Column names (as column names do not appear for CSV files by default) and validate the data types for the columns. 

  7. Return to the Source tab.

  8. Under Settings, set Direct Upload to On.

  9. Run the job.