How to work with CSV files and upload them to the Administrator Service

Published: 10/26/2023

Applies to: Cayosoft Administrator 10.3 or later.

Summary: Starting from the 10.3 version if you work with text file automation rules you can upload and save the CSV files to the Administrator Service. These files will be available from the remote Administrator Console.

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Upload a file to the Administrator Service

1. Connect to Administrator Service with remote Administrator Console.
2. Open any Text File rule that uses CSV files as data source.
3. Click the '...' or 'Create' next to the 'Select Data Source' setting.
4. If you click 'Create' you should click the 'Open File' link on the CSV editor form.
5. 'Open file' form will appear.
6. On this form, you will see a list of CSV files that are stored in C:\Program Files\Cayo Software\AdminAssistant\Lists on the machine where Administrator Service is installed.
   
7. You can click 'Upload' to upload a file to Administrator Service from the local machine.

This file will be available in the list of files if you use the remote Administrator Console.

 

'Save as' to save a file to the Administrator Service

1. Connect to Administrator Service with remote Administrator Console.
2. Open any Text File rule that uses CSV files as data source.
3. Click  'Create' next to the 'Select Data Source' setting.
4. Select the required CSV template and specify values in the columns.
5. Click 'Save as'.
6. The 'Save File' form will appear:
   
7. Click '...' to select the folder to save the file. You will see the folders that are available on the Service machine. These folders are configured in the Reporting settings in the Adminstrator Console.
8. Click 'Save'.

This file will be available in the list of files if you use the remote Administrator Console.