Modify a file data provider

You can use the Data providers (SM206015) window to modify existing data providers.

If the data source has changed, for example, if you have added a column to the Excel file, you have to update the data provider.
To update the data provider, you have to replace the file attached to the provider in the Data providers (SM206015) window and update the provider schema.

1. Go to the Data providers (SM206015) window.
2. Select the provider that you want to modify, and in the window title bar, click Files.
3. In the Files dialog box, click Edit to the right of the file name.

   Clicking Edit opens the File maintenance (SM202510) window, which displays the details of the file attachment.

4. In the toolbar, click Check out to make the file unavailable to other users for editing while you are updating it.
   You may skip this step if no other users can work with this file simultaneously.
5. Click Get latest version in the toolbar, and download the file. Open the file and modify it. Save the edited version to your computer.
   You do not necessarily have to download the file first; you can just upload a new version and skip this step.
6. In the window toolbar of the File maintenance (SM202510) window, click Upload new version to open the File upload dialog box, and upload the edited version of the file into the system. If you checked the file out, select the Check in check box to make the file available for editing to other users.

   On the Versions tab, notice the list of available file versions (see the screenshot below).
   If necessary, you could download or restore the needed file version. To download a file version, select the needed version and click View selected version in the table toolbar.
   Then you can upload the file as a new version. To delete a file version, click Delete row in the table toolbar.

7. Close the File maintenance (SM202510) window and the Files dialog box to resume work in the Data providers (SM206015) window.
8. On the Schema tab, on the toolbar of the Source fields area, click Fill schema objects.
   The system updates the list of available objects. Make sure the Active check box is selected for all objects that you need to use for data import or data export.
9. For each active source object, select the object on the Source fields area and click Fill schema fields in the toolbar of the Source fields area.
   The system updates the list of available fields. Make sure the Active check box is selected for all fields that you need to use for data import or data export.
10. Click .