How to Filter Data?

Quick guide to filtering data during imports

Overview

Data filtering allows you to selectively import only the data you need from your source file. PrimeLink supports multiple filtering methods including row filters and XPath queries for XML files.

This guide will show you how to use filters to control what data gets imported.

Accessing Filters

Step 4: Filters & Preview

Filters are configured in Step 4 of the import wizard:

  1. Start a new import or edit an existing one
  2. Complete Steps 1-3 (Welcome, Data Source, Strategy)
  3. Navigate to Step 4: Filters & Preview
  4. Configure filters as needed

Row Filters (CSV/XLSX)

What are Row Filters?

Row filters allow you to include or exclude rows based on field values:

  • Field: Select the field to filter by
  • Condition: Choose comparison operator (equals, contains, greater than, etc.)
  • Value: Enter the value to compare against

Common Filter Conditions

  • Equals: Exact match
  • Contains: Field contains value
  • Greater Than / Less Than: Numeric comparisons
  • Starts With / Ends With: Text pattern matching

Example

Filter to import only products with price greater than $50:

  • Field: Price
  • Condition: Greater Than
  • Value: 50

XPath Filters (XML)

What is XPath?

XPath is a query language for selecting nodes in XML documents:

  • Use XPath expressions to select specific XML nodes
  • More powerful than row filters for XML files
  • Supports complex queries and conditions

Basic XPath Examples

  • /products/product - Select all product nodes
  • //product[@price > 50] - Products with price > 50
  • //product[category='Electronics'] - Products in Electronics category

When to Use XPath

Use XPath filters when:

  • Importing XML files
  • You need complex filtering logic
  • Row filters aren't sufficient

Multiple Filters

Combining Filters

You can add multiple filters:

  • Add multiple row filters
  • Combine with XPath filters (for XML)
  • Filters work together (AND logic)

Filter Logic

When multiple filters are applied:

  • AND Logic: All filters must match (default)
  • OR Logic: Any filter can match (if supported)
  • Check filter options for logic settings

Preview Filtered Data

Preview Feature

After setting filters, preview the results:

  1. Configure your filters
  2. Click "Preview" or "Apply Filters"
  3. Review filtered data
  4. Adjust filters if needed

What to Check

  • Number of rows after filtering
  • Sample of filtered data
  • Verify correct rows are included/excluded
  • Check data looks correct

Tips and Best Practices

  • Test Filters: Use preview to verify filters work correctly
  • Start Simple: Begin with simple filters, add complexity as needed
  • Check Data First: Understand your data structure before filtering
  • Use XPath for XML: XPath is more powerful for XML files
  • Document Filters: Keep notes of filter configurations
  • Save as Template: Save filtered configurations for reuse

Next Steps

🔍 Filters & XPath

Detailed guide to filtering and XPath

Learn More →
📥 Creating Imports

Complete import process guide

Learn More →
🗺️ Field Mapping

Learn how to map fields

Learn More →