Sometimes it is convenient to load an Excel or CSV file into a dashboard. At that point, "File Upload" can help.
Add a file
When the user wants to add a file, they can do so on the "File Upload" page. By clicking the "Add File" button at the top right of the screen, a popup with settings opens.
First, choose a definition. These definitions should be set up by the application administrator. See the article "Setting up file definitions" how this works.
Depending on the definition chosen, the user will see certain fields that need to be filled. After filling in all the requested fields, the user clicks "Save." The file is now actually uploaded.
File viewing/reading
After a file is uploaded, it can be read in two ways: through the application itself or through the API.
Application
When a file meets the following conditions, the file can be viewed in SalureConnect itself:
CSV or Excel file type;
If it is an Excel file, it must contain a maximum of 1 tab;
Uploaded via a definition that controls file content.
Viewing the data can be useful to verify that the upload took place correctly.
Downloading a file
A previously uploaded file can also be downloaded.
API
It is possible to read structured files via the API so that this data can be used elsewhere again. For example, in a dashboard. For detailed information on how to use the API and all the endpoints to be used, see the "REST API" page.
The endpoint for reading uploaded files is https://<clientname>.salureconnect.com/api/v1/files/. The customer name and user token should be included as a Header with the request.
Users can upload files into SalureConnect. These files can then be used in dashboards or forwarded to external systems. This article describes how the File Upload functionality is set up. Add A user cannot upload files until a definition exists. A ...
While setting up new definitions in the File Upload section, it is possible to choose "Payroll" as the definition type. This definition is intended for payroll information files that are uploaded monthly and used in dashboards that provide insight ...