Integration Tool - New Session

Use the Integration Tool to upload your data files to your instance of the Tracr Platform. To begin, create a new session from the Session history page by selecting the New session button. Then provide a prepared CSV file containing your diamond data.

1

Prepare your diamond data for upload

There are templates to help you prepare the CSV file and a Data Dictionary in the Integration toolkit, which describes the information you must include in your CSV file for rough, split, or polished diamond data.

• Do not mix different types of data in your CSV file.
• It is recommended that you use a text editor to edit the file.

2

Upload your CSV file

The CSV file contains the diamond data and details of any supporting files you want to upload to Tracr.

• Either drag and drop your prepared CSV file onto the page, or select the Or, select from device button to browse for and select the file you want to upload.

3

Confirm the integration type

It is important that the type you select matches the type defined in your CSV file. If not, you will get an error.

Select your integration type, and then select Continue.

4

Validation

Tracr checks your CSV file. See the validation outcomes below.

Ensure the integration type you select exactly matches the type declared in your CSV file — mismatches will cause an error during validation.

Validation outcomes

• If validation is successful, Tracr displays the Required files page with the Session overview tab selected. You must then upload the files declared in the CSV file (ensuring that the filenames match) before you can complete the upload.
• If validation fails, Tracr displays the Upload failed page. Review the error text and make the appropriate changes to your CSV file. Select Quit and create a new session to upload the changed file.