Integration Tool - Data Upload
Use the Integration Tool to upload your data files to your instance of the Tracr Platform. To begin, you need to create a new session. To do this, on the Session history page, select the New session button. Then, provide a prepared CSV file containing your diamond data.
Upload data files
The Session overview tab provides a summary of the information in your CSV file. For each participant ID, Tracr lists the files that it is expecting you to upload. If you are unsure, Tracr lists the names of these files on the Missing files tab.
Either drag and drop the files onto the page or select the Or, select from device button to browse for and select the files that you want to upload.
As Tracr accepts the files, you will see a green tick appear under the appropriate file type on the Session overview tab. An orange exclamation mark indicates a file is missing. You will not be able to complete your session if there are any files missing.
Missing files
The Missing files tab lists any files that Tracr is expecting you to provide. You will not be able to complete your session if there are any files missing. To upload any missing files, either drag and drop onto the page or select the Or, select from device button to choose the files you want.
Your CSV file specifies the names and types of files, so if any of these are not to be provided, you need to edit your CSV file and start a new session.
Download a missing files report
To download a report, select download as .xlsx. The report lists the participant ID, file name, and file type for each missing file.
Failed files
Tracr validates each file as it is uploaded and lists any files that fail validation on the Failed files tab. You will not be able to complete your session if any files fail validation.
Download a failed files report
To download a report, select download as .xlsx. The report lists the participant ID, file name, file type, and details for each failed file.
Unexpected files
The Unexpected files tab lists any files that Tracr is not expecting. While these files will not affect the upload, you should check the names and types of any files shown on the Unexpected files tab to see whether these should have been included in your CSV file. To help you do this, you can download an Excel file containing the names and types of any unexpected files.
Download an unexpected files report
To download a report, select download as .xlsx. The report lists the unexpected file names and file types.
Submit the session
When all files are uploaded, look for this message in the top right corner: ‘Ready to submit. All required files have been accepted and uploaded for this session, submit to continue.’ You can now select the Submit session button to continue and submit your session.
Tracr provides you with a summary of your session before you submit for matching and verification: the number of diamonds to submit and the number excluded. Select the Submit button to confirm that you want to submit the session.
Quit the session
When you select Quit, Tracr provides you with two options.
Save and quit – Tracr saves your session which appears on the Session history page with a status of ‘In progress’. Select Continue session to resume the session.
Abandon and quit (all progress will be lost) – When you abandon a session, it is no longer accessible, and Tracr deletes all progress.