Tutorial: your first transfer

The easiest way to start a new transfer is to make a copy of an existing transfer that is close to the requirements needed for the new transfer. In this tutorial we will make a copy of the example-leads transfer, and load a new table in a schema outside of the tranfer app.

database setup for this tutorial

use role sysadmin;

create database ta_verify;
use database ta_verify;
create schema test;
use schema test;

CREATE STAGE if not exists test.test_uploads
	DIRECTORY = ( ENABLE = true );

create table if not exists test.Leads (
    LeadID INT PRIMARY KEY,
    LeadName VARCHAR(100),
    email VARCHAR(200)
);

Make a copy of the existing example-leads transfer by clicking on the "Copy Config" button at the bottom of the page.

Change the following:

Transfer Name: tutorial - Leads Stage Name: ta_verify.test.test_uploads Database Name: ta_verify Schema Name: test

Save the configuration by clicking on the "Save" button.

grant app privileges to the objects

use role accountadmin;
GRANT READ, WRITE ON STAGE ta_verify.test.test_uploads TO APPLICATION TRANSFER_APP;
GRANT USAGE ON DATABASE ta_verify TO APPLICATION TRANSFER_APP;
GRANT USAGE ON SCHEMA ta_verify.test TO APPLICATION TRANSFER_APP;
GRANT TRUNCATE, INSERT, SELECT, DELETE, UPDATE ON TABLE ta_verify.test.leads TO APPLICATION TRANSFER_APP;

test it out

Click on the transfer item on the left side menu.

Select "tutorial- Leads" from the drop down menu

Choose a file to upload, example file below:

15KB

leads_and_journals.xlsx

Click "Upload File"

View the results in the database

select * from ta_verify.test.leads;

That's it, first transfer has been created. Please read through all of the options available in the documentation here to learn all that can be accomplished.