Importing Data into an Object
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| + | ==Data Import Tool== | ||
| + | The Data Import Tool allows you to import a .csv file to create new records, or update existing records. The tool can be accessed via the List All app, or navigating to https://www.subscribe-hr.com/cb/app/hr/importer/[object] where [object] is the object you want to import into. | ||
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| + | ===Importing New Records=== | ||
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| + | To create new records using the Data Import Tool: | ||
| + | 1. Navigate to the Import Page. | ||
| + | 2. Select the '''File''' you wish to import. This file must be a ".csv" file. ".csv" cn be saved from Excel. | ||
| + | 3. Select the '''Delimiter''' you chose when saving the excel file. This will most commonly be "Comma Delimited". | ||
| + | 4. Select the '''Text Qualifier'''. This will most commonly be ". | ||
| + | 5. | ||
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Revision as of 06:00, 2 January 2018
Data Import Tool
The Data Import Tool allows you to import a .csv file to create new records, or update existing records. The tool can be accessed via the List All app, or navigating to https://www.subscribe-hr.com/cb/app/hr/importer/[object] where [object] is the object you want to import into.
Importing New Records
To create new records using the Data Import Tool: 1. Navigate to the Import Page. 2. Select the File you wish to import. This file must be a ".csv" file. ".csv" cn be saved from Excel. 3. Select the Delimiter you chose when saving the excel file. This will most commonly be "Comma Delimited". 4. Select the Text Qualifier. This will most commonly be ". 5.
