Overview
The Upload Data application allows administrators to upload data from external data sources whose connectors have been configured using the Setup Connectors application.
The application provides a guided interface that automatically converts user inputs into the required LegacyFlo request parameters.
Administrators can use this application to:
Submit upload requests using a wizard
View and manage upload requests for a domain
Monitor execution progress and job status
Accessing the Application
The Upload Data application is available in Vaultastic V4 and V5.
To access it:
Log in to your Vaultastic domain using administrator credentials.
Open the Upload Data application.
Viewing Upload Requests
The Upload Requests page lists all upload requests for the selected Vaultastic domain.
Select the domain using the domain selector in the top-right corner.
Requests are displayed with the most recent first.
Request List Columns
| Column | Description |
|---|---|
| Request ID | Unique request identifier |
| Description | Request description |
| Data Source | Source system |
| Data Type | Type of data uploaded |
| Frequency | Upload schedule |
| Status | Current request status |
| Date | Request creation date |
Click a Request ID to view the request summary.
Click the View Progress icon to see execution details.
Request Actions
Available actions depend on request status and schedule type.
| Action | Description |
|---|---|
| Start | Starts execution. Available once for Once schedules |
| Pause | Pauses execution. Available for recurring schedules |
| Edit | Modify request configuration (only when status is Incomplete) |
| Delete | Remove request (only when status is Incomplete) |
Upload Request Status
| Status | Description |
|---|---|
| Incomplete | Request configuration not finalized |
| Pending | Request scheduled but not started |
| WIP | Upload is currently running |
| Complete | Upload finished successfully |
| Failed | Upload execution failed |
List Controls
The Upload Requests list provides tools to:
Filter requests by Status or Frequency
Adjust Page Size
Navigate using pagination controls
Creating a New Upload Request
Upload requests are created using a configuration wizard.
1. Launch the Wizard
Select the Vaultastic domain.
Click New Upload.
The Upload Wizard opens.
2. Request Details
Request ID
Prefixed automatically with UPL-
Letters and numbers only
Maximum length: 128 characters
Description
Optional text description
Maximum length: 256 characters
3. Select Data Source
Choose the data source.
The corresponding connector must already be configured.
4. Select Data Type or Connector
Depending on the data source:
| Source Type | Selection |
|---|---|
| M365 / Google Workspace / IMAP | Select data type |
| Cloud Storage | Select cloud provider |
| In-prem Storage | Select connector |
5. Provide Source Inputs
Input requirements depend on the selected source.
M365 / Google Workspace (Email, Drive, Teams/Chat)
Upload a CSV file containing user IDs or distribution list IDs.
One ID per line. IDs must belong to the primary domain.
IMAP Mail Server
Upload a CSV file containing user ID and password per line.
SharePoint Documents
Provide site names, one per line.
Cloud / In-prem Storage
Select the bucket or container
Optionally specify a folder
If left blank, the entire bucket/container is uploaded.
6. Select Data Destination
Choose the Vaultastic Store where the data will be uploaded.
7. Select Data Format
| Data Type | Format Options |
|---|---|
| PST or ZIP | |
| Files | Folder structure or ZIP |
8. Configure Upload Schedule
Available schedules:
Once
Daily
Weekly
Monthly
Yearly
9. Configure Status Alerts
Provide an email address to receive alerts related to the upload request.
Monitoring Upload Execution
To monitor job progress, click the View Progress icon in the request list.
The progress page contains two sections.
Schedule Details
Displays the Schedule ID and provides actions to:
Copy Schedule ID
Refresh status
Start pending requests
Filter execution history
Download execution details
Execution History
Displays all executions for the request, with the most recent first.
Notes:
Pending requests show no executions.
Requests scheduled as Once generate a single execution.
Execution Information
| Field | Description |
|---|---|
| Execution ID | Unique identifier |
| Last Execution Date | Time of execution |
| Execution Progress | Current status |
| View Details | Opens execution details |
Execution Details
Selecting View Details shows additional information.
Execution Summary
Displays:
Total LegacyFlo requests generated
Number successfully submitted
Number failed to submit
Each metric can be exported to CSV.
LegacyFlo Request Details
Lists all submitted LegacyFlo requests and their execution status.