Import data from a spreadsheet
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
Ensure data consistency
Before you import asset data, complete the following tasks to ensure data consistency:
Ensure that the spreadsheet includes all required collection fields.
For all fields in the spreadsheet
Ensure the data structures match the required formats.
Ensure the field types are set properly (for example, numbers for numeric fields and text for text fields).
Add any new custom fields to the collection that exist in the spreadsheet.
Populate any supporting collection data (for example, employees, departments, or categories). For example, if your spreadsheet includes Assigned To, ensure that the listed employees already exist in the system.
Review the spreadsheet and remove any invalid or incomplete values to avoid errors.
For additional notes on formatting the external spreadsheet to ensure a successful import, see Import spreadsheet notes.
Import data
Prepare the Excel spreadsheet that contains the data to be imported. See Ensure data consistency.
Perform one of the following steps to display the module pane:
In the navigation pane, click the Account Switcher
and then select the appropriate account and module.Click to display the module pane.
Select the collection for which you want to import data (for example, Assets).
Click the drop-down arrow next to Add and then select Import spreadsheet. The Import Settings page is displayed.
Select whether to Create Records or Update Records.
If you chose to create records, click Continue. The Update a File page is displayed.
If you chose to update records:
Select a Template option:
No template: Import data without using a template.
New template: Create a new template using the steps of this import.
Existing template: Use the settings from a previously saved import template during this import.
If you are using a template, enter the name of the import template.
Click Continue. The Update import settings page is displayed.
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.
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.
Select Save & continue. The Update a File page is displayed.
Click in the main area of the page and then select the CSV (.csv) or Excel (.xlsx) file to upload.
To download an Excel template for new record data, click Download Excel template. You can then edit the template file in Excel before selecting the file in this step.
If the import file contains multiple worksheets, select the worksheet in the file to import, then click Confirm. The Select header row page is displayed.
Select the row that includes the header information, and then click Next. The Map Columns page is displayed.
Map each spreadsheet column to the appropriate field under Asset Panda Fields. Fields with the same name are mapped by default.
You can click Suggest mappings to have the application recommend mappings based on column names.
Click Next. The Review & Finalize page is displayed. Rows with issues are highlighted in red.
Use one of the following methods to correct rows with issues:
To correct individual cells, double-click the cell and update the value.
To find and replace values in cells:
Click Find and replace.
Select an option to specify whether to update values in all columns or in a specific column.
Enter the incorrect Find value to be replaced or select All empty cells to replace the value for any cell that is missing data.
To make the text search case-sensitive (a≠A), select Case Sensitive.
To only update cells that contain only the Find value, select Exactly match the entire cell.
For Replace with, enter the correct text to be added to the selected cells.
Click Replace all.
To delete all rows with errors, select Delete all rows with errors.
To download the error file and correct issues in the spreadsheet externally, select Export and then select an export option.
If some rows have formatting issues, the system will still import the remaining valid rows. You can download an error file afterward to review and fix any rows that failed.
Click Import. The data is imported and records created or updated as selected.
A message is displayed if errors exist in the import process. You can click Export to download the error file with highlighted issues. You can then fix the errors in the spreadsheet and reimport the corrected file.
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