Processes & Automation

Move and transform data with Processes. Imports, calculations, scheduling, chaining, and monitoring.

22 articles

Collections

Process Fundamentals2 articlesCore concepts: how Processes work, the special objects they use, and how data flows through them.

Importing Data3 articlesLoad file data into the database with Simple Import or Import-Merge.

Configuring Process8 articlesWire up inputs, outputs, parameters, filters, and process logic workbooks.

Automation & Scheduling4 articlesRun Processes on a schedule, on events, or in chains.

Reports & Reference3 articlesGenerate Process Reports and reuse reference data across Processes.

Running & Monitoring2 articlesExecute Processes, read logs, handle notifications, and troubleshoot failures.