Tune Alteryx Imports

PlaidCloud imports Alteryx workflows into Advanced workflows and reports conversion details during import. Use this guide to quickly complete dependency packages, review generated macros, tune variables, and interpret validation comparisons.

Note

Start with the conversion summary. It highlights dependency, macro, variable, executor, and validation items before you need to inspect individual steps.

Complete Input Files

Symptoms:

• A converted input step cannot find a file.
• Dynamic input resolves to no files.
• Validation row counts are lower than expected.

Actions:

1. Confirm the file was included in the import package.
2. Confirm the file was uploaded to the selected Document path.
3. Confirm dynamic file patterns still match after upload.
4. Re-import or update the converted step to use the correct Document path.

Complete Spatial Sidecars

Symptoms:

• Spatial input needs a companion file.
• Geometry fields are empty.
• Spatial output differs from the expected result.

Actions:

1. Confirm all shapefile or MapInfo sidecars were included.
2. Keep sidecars in the same Document folder.
3. Confirm projection files are present when the workflow depends on coordinate reference behavior.
4. Rerun the workflow after correcting the package.

Complete Or Clarify Macros

Symptoms:

• A macro call cannot resolve.
• Macro inputs or outputs are not connected.
• A workflow imports structurally and a macro output needs to be connected.

Actions:

1. Include the .yxmc file for each referenced macro.
2. Include nested macros called by those macros.
3. Avoid duplicate macro names unless the package intentionally includes versioned macros.
4. Confirm the generated PlaidCloud macro has macro input and macro output steps.

Workflow Variable Issues

Symptoms:

• A converted app input is unset.
• A condition fires unexpectedly.
• A file or folder variable points to a desktop path.

Actions:

1. Review workflow variables before running.
2. Set required values.
3. Replace desktop file paths with Document file or folder paths.
4. Confirm controlled choices match the expected app selection.
5. Rerun the workflow.

Validation Differences

Symptoms:

• Schema differs.
• Row count differs.
• Row values differ.
• Artifact output has a difference to review.

Actions:

1. Confirm the same input data was used in both runs.
2. Confirm variable values match.
3. Confirm source systems are from the same snapshot date.
4. Review null handling, date handling, numeric precision, and string collation.
5. For spatial outputs, review geometry format and coordinate reference behavior.
6. For artifacts, confirm the intended cloud-native output and compare the business content.

Executor Notes

Specialized operations such as fuzzy matching, spatial processing, machine learning, PDF extraction, OCR, NLP, and reporting can run through managed executors.

If an executor reports a note:

1. Open the workflow run details.
2. Review the step note.
3. Confirm required inputs and parameters are present.
4. Confirm expected output fixtures are available if parity validation is required.
5. Rerun after correcting inputs or settings.

When To Re-Import

Re-import when:

• Important files or macros were added after the original package.
• The wrong Document path was selected.
• A newer workflow version should replace the imported version.
• The workflow package needs a cleaner dependency layout.

If only a variable value, credential, or Document path changed, updating the converted workflow may be enough.

Related Guides

• Package Alteryx Dependencies
• Validate Converted Alteryx Workflows
• Alteryx Conversion Matrix