Importing data through Integration Points

Integration Points provides you with the ability to import a CSV file, LDAP, or load file directly into your workspace, and scheduling future or recurrent import jobs.

Although importing and exporting a load file is possible in Integration Points, the Relativity Desktop Client is the main application recommended for a stable and efficient load file import and export. For more information, see Relativity Desktop Client.

Note: All Integration Points jobs are fully editable after run.

This page contains the following information:

Importing a CSV file

Importing LDAP

Importing a document load file

Importing an image load file

Importing from Microsoft Azure AD

Importing a production load file

Running the import job

Downloading the error file

If your integration point encounters any errors during its run, the Download Error File link on the Transfer Options console is activated. This gives you the option of downloading an Excel file containing all the errors found in the integration point. Note that this option is available for load file imports only and isn't visible for other providers.

To download this file, click the Download Error File link in the Transfer Options console.

Then open the downloaded file in the bottom left corner of your screen.

(Click to expand)

You now have the option of manually fixing the errors, saving the modified file in your DataTransfer\Import folder, and creating a new integration point to import those fixed files, seeing that they didn't make it in with the original import. When doing this, simply ensure that the Import Source field of the new integration point refers to the file you just added.

Disabling an Integration Point sync

To disable an integration point sync, simply turn off the scheduler.

  1. From the Integration Points landing page, click the Integration Point Name that you wish to disable.
  2. Click Edit.
  3. From the Import Scheduling section under Enable Scheduler, select No.This disables the scheduling mechanism for that integration point.

Scheduler date format considerations

The integration points scheduler accepts non-U.S. date formats to further accommodate, for example, users in Australia.

In this case, the default language in your browser settings is set to English (Australian) or any other language that would display a non-U.S. date format of day/month/year instead of /month/day/year.

Relativity then properly displays the date when you select it for the Start and End Date fields in the Scheduling category.

This date format will also appear anywhere else in Relativity where a date is displayed, such as on the saved Integration Point Details layout and the Date Last Modified field on the Document list.