Importing Data into an Object

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 ".