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

Summary: Working with text file automation rules, you can upload and save the CSV files to the Cayosoft Administrator Service. These files will be available from the remote Administrator Console.

Upload a file to the Administrator Service

1. Connect to the Cayosoft Administrator Console with the remote console. Learn more in: How to install Cayosoft Administrator remote 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. The Open file dialog 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 the Cayosoft Administrator Service is installed.

7. You can click Upload to upload a file to the Cayosoft 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 the Cayosoft Administrator Service with remote Administrator Console. Learn more in: How to install Cayosoft Administrator remote 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 Cayosoft Administrator Service Console.

8. Click Save.

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