Overview of Mechanisms for Uploading Data to Onit

by Christina Moore Updated Aug 13, 2018

Onit provides three different mechanisms for creating and updating Records from files of data. While each serve as efficient ways to translate rows of data in external files into Onit Records, their use cases vary slightly.

  1. Synchronize Transactions from List can be used when you have an Excel file of data you need to create or update Records from. It is executed from a corporation's Administration page, not from an Action; it is therefore a good option when you need to make a one-time upload of data to Onit.

    See the Creating and Updating Transactions from a List tutorial for more information.

  2. The Update Related Atoms from Spreadsheet Action is typically used in conjunction with a Generate Spreadsheet Action. After users have generated an Excel spreadsheet of Record data and made updates to that spreadsheet, this Action provides a mechanism for pushing those changes back to Onit.

    See the Keeping Transactions Updated with a Generated Spreadsheet tutorial for more information.

  3. Finally, the Sync Data to Transactions Action is for creating, updating, and optionally deleting Records from a delimited flat file (e.g., CSV file), rather than an Excel file. This Action is typically used for data migrations and, in conjunction with an SFTP Server, data integrations between an external system and Onit. This Action provides the fastest way to upload data to Onit.

    See the Sync CSV Data to Transactions tutorial for more information.

The table below outlines the main differences between these mechanisms:


Synchronize Transactions from List Update Related Atoms from Spreadsheet Action Sync Data to Transactions Action
Creates and updates transactions Yes Yes Yes
Data source Excel Excel Delimited flat file
Optionally deletes transactions No No Yes
Speed Slow Slow Very fast
Triggered by Manually from Administration page Buttons and Business Rules Buttons and Business Rules
Recalculates Liquid fields and fires Business Rules on creation/update Yes Yes No
Requires relationship between orchestrating transaction and target transactions No Yes No
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