Importing Data into an Object
Contents
Data Import Tool - Data Upload 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.
Importing New Records
To create new records using the Data Import Tool:
Import Data Page
- 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 '"'.
- Check the First Row Contains Column Names if the '.csv' file has the names of each column in it's first row.
- Do not check the Perform Update box. This is for updating existing records.
- If you are importing into the parent object, and also wish to import into the children objects with the same file, check the Advanced Import(Multi-Layered Data) checkbox.
Map Fields Page
On this page, you will need to scroll through and find each of the fields you will be importing into. Next to them will be the first row entry of each column. You will be able to select which column will populate into each field for each record.
If the First Row Contains Column Names was selected, the system will try to auto-match fields with columns of the same name.
If the Advanced Import(Multi-Layered Data) has been checked, all children objects of the chosen object will be visible beneath the parent objects fields. You can include a child object by selecting the checkbox on the right of that object. All fields for this object will now appear, and have to be mapped.
Note: All fields with a red asterisk(*) must be mapped.
Preview First Record
This page will allow you to preview the first record before you import the file. It is an opportunity to review the data mapping that has been selected.
Once you have confirmed the preview is correct, press the Import button to import the data.
Updating Existing Records Records
To update existing records using the Data Import Tool:
Import Data Page
- 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 '"'.
- Check the First Row Contains Column Names if the '.csv' file has the names of each column in it's first row.
- Check the Perform Update box. This is for updating existing records.
- If you are importing into the parent object, and also wish to import into the children objects with the same file, check the Advanced Import(Multi-Layered Data) checkbox.
Map Fields Page
On this page, you will need to scroll through and find each of the fields you will be importing into. Next to them will be the first row entry of each column. You will be able to select which column will populate into each field for each record. You must have the IDs of the parent records in the '.csv' file, and they must be mapped.
If the First Row Contains Column Names was selected, the system will try to auto-match fields with columns of the same name.
If the Advanced Import(Multi-Layered Data) has been checked, all children objects of the chosen object will be visible beneath the parent objects fields. You can include a child object by selecting the checkbox on the right of that object. All fields for this object will now appear, and have to be mapped.
Note: All fields with a red asterisk(*) must be mapped.
Preview First Record
This page will allow you to preview the first record before you import the file. It is an opportunity to review the data mapping that has been selected.
Once you have confirmed the preview is correct, press the Import button to import the data.
