Import

Visit Import in the app

You can import data from an external spreadsheet to add or update records in your system. This process enables you to handle large data sets while ensuring that the data is accurate and consistent.

Review import history

In the navigation pane, you can select Tools > Import > Import History to review the import processes that have been completed. The list indicates the number of records added and updated as well as the number of errors that occurred during the import.

When errors exist in the import, you can click Download error CSV to download the list of errors and update the external spreadsheet.

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Manage import templates

When you import data, you can choose to save the import settings as a template that can be used for future imports. This saves the time required to configure future imports.

Create an import template

While importing data, select New template and then enter the template name in Select template. The import settings are saved to the template. See Import data from a spreadsheet.

Edit import template settings

1. In the navigation pane, select Tools > Import > Import template.

2. Click for the template row and then select Edit. The Import settings page is displayed.

3. To modify the template name, enter a new Template name.

4. Click Continue. The Update import settings page is displayed.

5. Under Check for duplicates to update based on these fields, select the fields that can be used to identify unique records to be updated.

   • Selecting multiple fields to identify unique records may slow the import performance.

   • If the identifier matches more than one record, the row will fail.

6. Under Field(s) to update, select the fields to update for each matching record.

   • Only the fields you select will be modified. Other fields remain unchanged.

   • System fields, email fields (on user records), and auto-increment fields cannot be updated via import.

7. Select Save.

Apply import settings

After you have saved an import template, you can apply it for a data import.

You cannot modify the import settings in this process.

1. In the navigation pane, select Tools > Import > Import template.

2. Click Import in the appropriate template row. The Import settings page is displayed.

3. Review the import settings. Click Continue and Save & continue while reviewing the settings. The Upload a File page is displayed.

4. Complete the remaining steps to import data. See Import data from a spreadsheet.

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Import data

You can initiate a data import from the Import history and Import template pages.

1. In the navigation pane, select Tools > Import > Import history or Tools > Import > Import template.

2. Click Import. The Import settings page is displayed.

3. Complete the steps to import data. See Import data from a spreadsheet.