Filintegration in Boards on Fire

The new file integration interface is now available to all Boards on Fire customers! It gives you the power to personally configure and map the CSV files that feed data into the system.

This guide takes you through the entire process, from the initial upload to the completed mapping, ensuring your imports run smoothly.

Please note: File integration is an add-on service. Want to activate this feature? Contact our support team or learn more about our packages at https://boardsonfire.com/en/pricing. 

How to Upload and Configure Your CSV Files

You can import data into Boards on Fire in two ways: either directly through the new interface or via an SFTP account. Here is how to perform a manual upload:

1. Find the tool: Click the menu button in the top left corner and select File Integration.
2. Upload: Click the "Upload file" button in the right-hand corner. 
3. Select file: Locate the CSV file on your computer that you wish to import.
4. Configure & Map: Follow the step-by-step guide: A) Verify that the columns in your file match the fields in Boards on Fire. B) Adjust settings (e.g., delimiters or date formats) if necessary.
5. Finish: Once the mapping looks correct, save the configuration. Your import is now ready to go!

Tip: If you have multiple files, it is helpful to name them clearly before uploading. This makes it easier to stay organized within the File Integration interface.

Good to Know About Error Messages and Notifications

To ensure you can act quickly if something goes wrong, the system has a built-in notification feature. Here are three things to keep in mind:

• Notifications are only triggered by errors: You will receive a notification if the import process results in at least one error. If the import is successful (or contains only warnings), no notification is sent.
• Focus on critical errors: The system distinguishes between warnings and errors. Notifications are only sent for actual error outcomes that prevent data from being imported correctly.
• Detailed troubleshooting in the interface: The notification itself does not contain a specific error code. To see exactly what went wrong, go to File Integration—there you will find detailed error messages to assist with your troubleshooting.

Number of Files and Package Options

The number of active files you can have in your File Integration depends on which package your organization uses. Each package has a set base level for the number of allowed files.

• Need more? For all packages except Basic, there is an option to purchase additional files beyond the standard limit.
• More information: See the detailed table of what is included in each package on our pricing page.
• Help with upgrading: Contact your Account Manager or Sales Representative if you wish to increase your limit.

Important Note on Active Configurations

It is useful to understand the difference between uploaded files and active configurations:

• Free Uploads: You can upload as many files as you like to the interface without extra cost or using up your quota.
• The Limit: Only active configurations (those actually importing data) count toward your limit.
• If you reach the cap: If you have reached the maximum number of active configurations, you will not be able to start a new configuration or reactivate a paused one. To activate a new one, you must either deactivate another or upgrade your package.