Scheduled data ingestion
Automate recurring data imports from external systems by configuring scheduled jobs that run at hourly, daily, weekly, or monthly intervals.
Overview
Asset records go stale when external systems update faster than teams can manually import. Scheduled data ingestion in PTC Orbit solves this by running import jobs automatically at intervals you define. An administrator configures a job once on the Schedule Sources tab, and the platform executes it on schedule: no repeated manual uploads, no forgotten imports, no data gaps.
The scheduler supports connections to ERP, PLM, and IoT monitoring platforms. Each job pulls the latest records from a configured data connector and loads them into PTC Orbit's staging environment for validation before they reach production.
How it works
Navigate to Data Source from the left navigation pane and click the Schedule Sources tab. The tab displays all configured scheduled jobs with their names, descriptions, associated tasks, and run intervals.
Creating a scheduled job involves four decisions:
• Job name and description: Identifies the job in the list view.
• Task selection: Links the job to a specific data import task from the Import Sources tab.
• Start date and time: Sets when the first automated run begins.
• Interval: Determines frequency: hourly, daily, weekly, or monthly.
After you save a job, PTC Orbit runs it at every scheduled interval. You can edit the interval or job details at any time. For urgent imports outside the schedule, click Run Now on the job detail page to trigger an immediate execution.
Considerations
• Each scheduled job maps to exactly one import task. To automate imports from multiple sources, create a separate job per source.
• Imported records pass through the staging environment and are subject to matching rules in Data Foundry. Configure matching rules before scheduling high-volume imports.
• Hourly schedules increase load on both PTC Orbit and the source system. Use hourly intervals only when near-real-time data freshness is a requirement.
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