Importing Data into an Object

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To create new records using the Data Import Tool:
 
To create new records using the Data Import Tool:
1. Navigate to the Import Page.
+
#. 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.
+
#. 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".
+
#. 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 ".
+
#. Select the '''Text Qualifier'''. This will most commonly be ".
5.  
+
#.  
  
 
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[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

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. .


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