Matik allows users to use a CSV file containing inputs to run a bulk generation batch. With this functionality, a user doesn't need to enter input values into Matik manually. The user uploads a CSV file with a row of inputs for each presentation to be generated, which generates the requested presentations.
CSV Bulk Generation is not an automatically available feature. Please reach out to your Account Manager if you are interested in getting CSV Bulk Generation turned on for your enterprise.
CSV File Format
To use CSV Bulk Generation, you must first create a CSV file with all required inputs for your presentation to run. A CSV, or comma-separated values file, is a plain text file that represents a table. each line of text is a row, and column values are separated by commas. You can create a CSV file by creating a spreadsheet and going to File > Save as CSV.
The user will need to determine what dependent inputs are required. There is no input validation with CSV bulk generation. Matik will attempt to pass any input value from the CSV file into your dynamic content and run even if that value is invalid or not in the Matik inputs selection list. Use caution when creating CSV files to ensure they are free of errors and values that may cause queries and APIs to filter data incorrectly or put excessive strain on your data systems.
Your CSV file should have one row for each desired presentation. The file should have a header row with the input name that the column represents.
Formatting Rules:
- Dates should be in
YYYY-MM-DD, date ranges should be separated by a semicolon in the same columnYYYY-MM-DD;YYYY-MM-DD - Inputs that contain multiple values should have the values separated by semicolons
; - Do not put quotes around values. Some CSV formats will automatically put every value in quotes. These formats are not supported.
For example, the following CSV will produce two presentations:
If using a spreadsheet editor for this, dates, numbers, and other values may be auto-formatted. Viewing your CSV in a plain text editor can help identify issues.
To upload the CSV and start the bulk upload
- Navigate to the “End User” Tab of Matik and go to templates. Select the presentation you which to bulk generate with.
- Click on the bulk generation icon next to schedule and generate at the bottom of the input selection. It is not necessary to fill out any inputs.
- In the modal that pops up, select your CSV file and click Upload.
- You will receive an email from Matik when your Bulk Generation job has been completed!
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