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Custom Action to run Data Loader

It would save time for us to run a custom action that picks up a file from a designated place and uses data loader to import. We do a weekly import of timesheets for our 3rd party resources.

Kristal Seldon Answered

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Hi Kristal,

You can add a custom action and set the Success section to Open URL with this value:{GetSessionId()}

This will open the data loader page. 

No browser application (Data loader included) can automatically pick files from your file system, for security reasons.

If you'd like to perform the data loading automatically you need to write your own application. You may contact your customer success manager or Clarizen professional services for further information.

Hope this helps,


Ophir Kenig 0 votes
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