Contents
What is a Data Deliverable?
Data Deliverables can be used to manage recurring imports in O3.
Each Data Deliverable corresponds to a single Data Source, which you'll need to set up before creating a Data Deliverable.
You can click here to learn how to create a Data Source.
Creating a New Data Deliverable
To create a Data Deliverable, go to Project Information > Data Deliverables.
Then click on the + sign at the top.
We recommend filling out the entire form. See below for field descriptions.
Name- the name of the Data DeliverableDescription- a brief description of what data is being uploadedData Source- a system external to O3; this is where the data is coming fromImport Type- the type of data being updatedInput Method- whether this data will be uploaded manually or via an integration (automatic)Target Frequency- how often the data will be uploaded
When you're done, click Save.
The Data Deliverables Details Form
The Data Deliverables Details form includes some fields not found on the creation form.
Responsible Company- company responsible for the Data DeliverableResponsible Party (Source Data)- party responsible for providing theResponsible Party (O3 Input)with the data; the data will come from the external systemResponsible Party (O3 Input)- party responsible for getting the data into O3Last Input Date- the date the data was last uploaded; this field is system-generatedNext Input Date- when the next upload needs to be made; this field is based onTarget Frequency+Last Input Date
The Import History tab is where you can upload your data and see previous imports. Click here to learn more about this.
Want to learn more about Data Deliverables? Check out our Data Deliverables article collection.
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