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Data model ingestion

Excel template for data model ingestion

A data model defines how data is structured, organized, and related within a system. You can ingest your data model into Atlan using the Data Model Ingestion package. This guide provides step-by-step instructions for ingesting your data model into Atlan.

Prerequisites

Before you begin, complete the following steps:

  • Enable the data model ingestion package: Raise a ticket with Atlan Support or contact your Customer Success Manager (CSM) to enable the Data Model Ingestion package for your tenant.

  • Prepare your data: Download the Excel template for data model ingestion and populate the following sheets with your data:

    • Objects
    • Relations
    • Mappings
    • Implementations

Permissions required

To successfully ingest your data model, confirm that your user role has the necessary permissions:

  • Access to the Atlan workspace: Required to create and manage connections.
  • Workflow execution permissions: Needed to run and schedule ingestion workflows.

Create and run workflow

Use the following steps to create and run a workflow for ingesting your data model into Atlan.

  1. In Atlan, click + New, then select New Workflow from the menu.
  2. Navigate to the Marketplace tab, search for Data Model Ingestion, and select it.
  3. Click Setup Workflow to configure the data model ingestion process.

  4. Set up data model ingestion workflow with following details:

    • Workflow Name – Enter a meaningful name, such as Production Finance Data Export.
    • Excel Input – Upload the Excel file you prepared in the Prerequisites section. You can either click the file input box or drag and drop the file to upload it.

    • Connection – Select a connection type based on your requirements:

      Choose Create to set up a new connection for data model ingestion. Provide the following details:

      • Connection name – Enter a unique and descriptive name.
      • Connection admins (Optional) add or remove users or groups who can manage this connection.
      • Include all admins – Select this option to allow all admins to manage the connection.

      Careful!

      If you do not specify any users or groups, no one will be able to manage the connection—not even admins.

      Choose Reuse to use an existing connection:

      • Connection Name – Select the existing connection you want to use from the available connections.

  5. Choose Run to execute the workflow immediately or Schedule and Run to set up a scheduled execution.

Once the workflow runs successfully, your data model will be ingested into Atlan and available for further use.

See also