Connected drives
Files that live somewhere else — the nine drive types, importing from them, and running that import on a schedule.
A drive is a place your files already are: a cloud store, a network share, an object bucket, a mailbox folder. TRANXACT connects to it rather than asking you to download from it and upload again. Drives have a screen of their own under Platform, where a connection is made once and then used from anywhere.
What a drive is for
- Picking an attachment for a record without leaving the console.
- Importing records on any list screen from a file sitting in a folder.
- Running that import in the background, or on a schedule, so a file that arrives every morning becomes records without anybody opening it.
- Migrating from a system whose export is a file nobody can practically upload — the drive is read where it stands.
Scheduled imports
A scheduled import names a drive, a folder, a file pattern and a screen, and then runs on its own. Each run is recorded: what it found, what it created, what it refused and why. A run that fails does not fail silently — it is a row on the schedule’s history with the reason attached.
A schedule that has been seeded or copied from another company arrives disarmed. That is deliberate: a schedule that started importing the moment it was created would post records into a company that had not yet decided it wanted them. Arm it when you mean it to run.
Credentials
A drive’s credentials are held encrypted and are never shown back, including to the administrator who entered them. Testing a connection tells you whether it works; it does not print the secret. A connection’s health is visible on its own screen, so a drive that has quietly stopped authenticating is a status you can see rather than a schedule that mysteriously stops producing rows.