Importing Data into an Object
From Subscribe-HR Wiki Help
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To create new records using the Data Import Tool: | To create new records using the Data Import Tool: | ||
− | + | #. Navigate to the Import Page. | |
− | + | #. Select the '''File''' you wish to import. This file must be a ".csv" file. ".csv" cn be saved from Excel. | |
− | + | #. Select the '''Delimiter''' you chose when saving the excel file. This will most commonly be "Comma Delimited". | |
− | + | #. Select the '''Text Qualifier'''. This will most commonly be ". | |
− | + | #. | |
<br> | <br> | ||
[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] |
Revision as of 06:00, 2 January 2018
Contents
[hide]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:
- . Navigate to the Import Page.
- . Select the File you wish to import. This file must be a ".csv" file. ".csv" cn be saved from Excel.
- . Select the Delimiter you chose when saving the excel file. This will most commonly be "Comma Delimited".
- . Select the Text Qualifier. This will most commonly be ".
- .