Building Your Importer on nuvo’s User Platform Without Writing Code

 Michael Zittermann
Michael Zittermann
Co-Founder & CEO
Published:
November 8, 2024
Updated:
December 2, 2024
Building Importers on nuvo’s User Platform Without Coding

Imagine your team spending weeks handling messy CSV and Excel customer files to fit your system’s format. Realizing this repetitive, manual process is slowing down customer onboarding, you've searched for a solution to speed it up and found a solid tool for automating data onboarding. Nevertheless, you want to avoid delays in implementation, as developer resources are limited and your product roadmap is already busy.

At nuvo, we aim to empower those who understand data requirements and workflows best to configure the importer they need quickly and efficiently—without relying on development cycles.

That’s why we’ve made nuvo Data Importer SDK accessible directly on our user platform—enabling you to start building a seamless, scalable data import experience in a user-friendly interface without writing code. Learn how in this step-by-step guide. 

Build your importer, step by step

Using nuvo’s interactive interface, you can customize the data importer to fit your specific needs. You can also return at any time to make updates if requirements change. Let’s log in to the user platform and walk through each step to build your importer together.

Create a new importer

Start by defining a name for your importer and selecting a Target Data Model (TDM) that reflects the data structure your system requires. If no suitable TDM exists yet, simply click on 'Create target data model' in the dropdown to set one up.

Define a name and select a TDM to create a new importer 

Define your schema requirements in the Target Data Model (TDM)

The most essential element of our importer is the TDM, defining the data structure your system requires. The TDM includes:

  • Column labels and types
  • Validation rules such as required, uniqueness, and regex
  • Cross-column validations
  • Data types, including string, int, float, country code, currency, email address, and many others.

Based on these requirements, the nuvo Importer will validate data by checking that dates, emails, URLs, IBANs, and other fields are in the correct format, flagging any data that doesn’t meet the specified criteria.

The TDM reflects the data structure your system requires

You can create your preferred TDM using one of the following four methods:

  1. Generate automatically from an existing file
  2. Use the no-code generator
  3. Feed prompts to our nuvo AI
  4. Write the TDM code manually

You can also duplicate one of the existing TDMs we’ve created for our pre-built importers (see “Explore pre-built importers” at the end of this guide) and adjust it to meet your specific needs.

You can edit an existing TDM or create a new one from scratch

Select your settings

In this tab, you can further customize your importer settings. You can select your development license key (switch to the live license key after setup and testing), set the interface language, and choose where option mapping should be performed—either in the browser or on nuvo’s servers. If your data includes category fields and you want nuvo AI to map them intelligently, select “Server” to enable category option mapping. This only affects category data mapping within the spreadsheet, not nuvo AI for Column Matching.

Choose the appropriate settings

Choose your preferred features

Depending on your plan, you can choose from a wide range of features to include in your nuvo Importer. For example, you can activate Cleaning Assistant, allowing nuvo AI to analyze the imported data, identify issues, and suggest fixes during the "Review Entries" step. Users can apply these suggestions individually, tweak them manually, or accept them in bulk to speed up the process.

Here, you can also define how to handle data with errors—whether by removing rows with errors, submitting them, or preventing import completion if errors remain. Additionally, you can set error thresholds and specify the maximum number of rows your import file can contain.

Choose your preferred functionality

Custom style without a single line of code

You can easily style your importer to match your corporate identity by selecting the appropriate color theme and text styling.

No-code styling options to align with your corporate identity

Add advanced cleaning functions

As shown earlier, some basic data validations can be easily configured without code directly within the TDM.

That said, no-code functionalities are convenient but often have limitations. That’s why we’ve added an option to inject code into your importer on the user platform, letting you unlock the full range of our Cleaning Functions and dataHandler capabilities. With this flexibility, you can handle complex data cleaning use cases similar to those in our embeddable Data Importer SDK—whenever needed.

No need to worry, you won’t have to write code from scratch. We provide over 70 sandboxes covering different data cleaning and transformation use cases, which you can copy and customize to meet your unique needs. You can also explore our four pre-built example importers, each with ready-made cleaning functions that you can easily copy into your own importer. More on that later.

If you have Cleaning Assistant activated in your Importer configuration tab, users can also leverage nuvo AI to perform data cleanings in the “Review Entries” step of the import process, so there’s no need to write custom cleaning functions.

You can add any data cleaning and transformation logic using code

Choose how to proceed with the cleaned data

You can export the restructured, cleaned, and validated data as a CSV, XLS(X), JSON, XML, or TSV file. Alternatively, with just a few lines of code, you can send the output data as a clean JSON object to your preferred system.

That’s it! You now have your own nuvo Importer configured to help your teams map, validate, and clean messy data. 

Export the restructured and cleaned file, or write a network request to send the data directly to your preferred system

Use directly in the user platform or embed seamlessly in your system

Your importer is now fully functional within the user platform. Behind the scenes, nuvo has also generated your configuration in code format. This means you can export the code snippet and embed it in your preferred system, with all functionality already set up. If you choose to embed your importer, you can customize its styling and functionality to fit your product needs at any time.

You can export the complete importer component with all its settings for easy copy-and-paste into your system

Explore pre-built importers

On the user platform, you’ll find four pre-built example importers—each with a corresponding TDM—showcasing various use cases. For each importer, you can download an example file to see how the nuvo importer maps, validates, and cleans data. You can duplicate these example importers, adjust their settings, and build on top of them for a faster go-live.

All pre-built example importers in nuvo’s user platform include AI-powered mapping, as well as key cleaning and validation functionalities:

CRM

  • Validate cross-column dependencies
  • Merge columns
  • Adjust date formats
  • Flag unique and required fields as well as values out of range

Finance

  • Validate IBAN format
  • Generate a “Country” column based on the values in the “Town” column
  • Flag required fields and values out of range
  • Adjust date formats

E-commerce

  • Validate GTIN format
  • Check for duplicate entries in a specific column
  • Create new columns based on data in other columns
  • Adjust date formats 

Sustainability

  • Validate several cross-column dependencies and country data
  • Merge columns
  • Flag values out of range 
You can duplicate a pre-built importer and adjust it to meet your specific requirements

No more delays, import customer files instantly

By combining AI-enhanced automation with simple customization through a user-friendly interface, nuvo Data Importer helps you scale data imports with ease.

No more waiting on developer resources—instantly test nuvo Importer customized for your specific needs and empower your teams to import clean data from any source or format.

To start building your importer, simply create an account on our user platform. If you need help with configurations, don’t hesitate to contact support@getnuvo.com. Our team is here to help you.

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