> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/tools/import.md).

# Import

#### <img src="/files/fwTczBv9mBndqo9CQpZg" alt="Asset Panda Pro app link" data-size="line"> [Visit Import in the app](https://assetpanda.app/tools/import)

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

&#x20;In the navigation pane, you can select ![Tools icon](/files/krG52m4L8n5a36jSw2oY) **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** <i class="fa-arrow-down-to-bracket">:arrow-down-to-bracket:</i> to download the list of errors and  update the external spreadsheet.

***

## 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](/tools/import/import-data-from-a-spreadsheet.md).

### Edit import template settings

1. In the navigation pane, select ![Tools icon](/files/krG52m4L8n5a36jSw2oY) **Tools** > **Import** > **Import template**.

2. Click ![](/files/bcnzsf0lmYzkFN6vQTq3) 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.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><ul><li>Selecting multiple fields to identify unique records may slow the import performance. </li><li>If the identifier matches more than one record, the row will fail.</li></ul></div>

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

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><ul><li>Only the fields you select will be modified. Other fields remain unchanged. </li><li>System fields, email fields (on user records), and auto-increment fields cannot be updated via import.</li></ul></div>

7. Select **Save.**&#x20;

### Apply import settings

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

{% hint style="info" %}
You cannot modify the import settings in this process.
{% endhint %}

1. &#x20;In the navigation pane, select ![Tools icon](/files/krG52m4L8n5a36jSw2oY) **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](/tools/import/import-data-from-a-spreadsheet.md).

***

## Import data

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

1. &#x20;In the navigation pane, select ![Tools icon](/files/krG52m4L8n5a36jSw2oY) **Tools** > **Import** > **Import history** or ![Tools icon](/files/krG52m4L8n5a36jSw2oY) **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](/tools/import/import-data-from-a-spreadsheet.md).


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