DataEase UI

Welcome! This guide shows you how to move around the DataEase app.

Table of Contents

1. Home Page
2. Export Page
3. Import Page
4. Validation Results
5. Import Progress & Results
6. Task List
7. Scheduled Tasks
8. Servers
9. Add Server
10. Application Settings
11. Plans

Home Page

• Start New Export - begins a brand-new export job.
• AI Assistant - click the wand icon to ask the assistant to set up an export for you.
  
• Upload File / Import from URL - launch a data import.
  
• Recent Tasks - list of latest export/import jobs. Each row shows:
  • Job ID, date, and status (e.g., Completed)
  • Entry count dropdown
  • Result file download buttons

Export Page

• Choose format - pick Excel or CSV
• Select entities - choose the data types to export (e.g., Products)
• Pick fields - select specific fields and rename them
• Presets - save/export current config or apply an existing one
  
• Export Options:
  
  • Set schedule and repetition
  • Choose file storage and filename pattern
  • Group product media into one row (with ; separator)
• Progress bar & Abort - see live status and cancel with Abort Export
  
• After completion:
  • See what was exported and how many rows
  • Download, Copy Link, or Run Again

Import Page

• Upload file or Import from URL
• Banner shows who created the task and when
  
• Detected entities shown; you can add others
• Map file columns to entity fields manually if needed
  
• Import Settings:
  • Schedule
  • Delete body HTML images
  • Convert description to HTML
  • Auto-handle redirects
  • Auto-extend job on daily limits
    
• Validate Data - dry-run that finds issues

Validation Results

• Shows entity name and row count
• Status can be:
  • ✅ Success
  • ⚠️ Partial with errors
  • ❌ Failed
• Download file with row-by-row problems
• Click Run Import to continue

Import Progress & Results

• Progress bar for active import
• After finish:
  • Entity list with success/error row counts
  • Download import result for full report

Task List

• See all jobs—past and current
• Filter by:
  • Status
  • Task type
  • Schedule ID
• Download results or click to open the job

Scheduled Tasks

• View and manage recurring jobs
• See:
  • Progress
  • Upcoming run
  • History
• Cancel jobs or drill into job runs

Servers

• See all your FTP/SFTP servers
• Filter/search list
• Use Create Server to add new one

Add Server

Field	Description
Server Name	Your custom name
Type	FTP or SFTP
Host Address	e.g. ftp.example.com
Port Number	Usually 21 (FTP) or 22 (SFTP)
Auth Method	Password or Private Key
Username + Password	For Password login
Username + Private Key	For Private Key login

Application Settings

• Allow public download links
• Add email addresses to get notifications
• Notification options for:
  • Task completed
  • Task failed
  • Task delayed
• Option to delete all stored files
• See Terms of Service status

Plans

• See your current subscription
• Compare:
  • Starter
  • Advanced
  • Professional
  • Unlimited
• Plans show:
  • Monthly/yearly prices
  • Task limits
  • Unlimited usages
  • Features like AI assistant and support levels
• Switch plans or cancel subscription easily

Need Help?

• Use the AI assistant inside the app
• Visit the support page, read tutorials, or browse the documentation at the bottom of the app