Importing a File

This guide provides instructions on how to import data using spreadsheets. Follow the video below to import file efficiently.

You can also follow the written steps guide below.

Step 1: Prepare the CSV File

The column names in the CSV file can differ from the field names in the record since you can assign the columns from the CSV to the record's fields.

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Ensure that the CSV file adheres to the required importing formats. If the file is incompatible with the records, an error message will appear: "There was an error parsing the file."

We recommend you follow the following formatting rules to ensure a successful import.

Importing Format

Format	Details
Checkboxes (Boolean)	To import a checkbox value as “ticked”, the cell value in the sheet must be `true` (lowercase). Importing `TRUE` (uppercase) will not work. Instead, the checkbox will be imported as “unticked.”
Date Fields	Date fields must have the following formatting YYYY-MM-DD to work.
Date/Time	A date and time values. For example, `2023-04-21T16:00:00.000Z`. Here's the breakdown of the components: `YYYY`: Represents the four-digit year, e.g., 2023. `MM`: Represents the two-digit month, e.g., 04 for April. `DD`: Represents the two-digit day, e.g., 21. `T`: Separates the date and time components. `HH`: Represents the two-digit hour in 24-hour format, e.g., 16 for 4:00 PM. `MM`: Represents the two-digit minutes, e.g., 00. `SS`: Represents the two-digit seconds, e.g., 00. `.sss`: Represents milliseconds, if applicable. In the provided example, it is .000, indicating 0 milliseconds. `Z`: Indicates the timezone offset, where "Z" stands for Zulu time or Coordinated Universal Time (UTC). So, `2023-04-21T16:00:00.000Z` corresponds to April 21, 2023, at 4:00 PM UTC.
File Columns	If .csv has a single column of data, you must create a second dummy column with a header. This header can be something random, like a “dummy header” or "test". No values are needed in the column itself, only the header. Without this second-column header, the import will fail. ❌
File Format	Comma Separated Values (.csv).
Text Fields	Text fields that map to a Select Field must not contain commas in the cell. Therefore: Entry names containing a “,” comma will not be mapped. For example, `Term 2, 2022` must be renamed to `Term 2 - 2022` (remove the comma).

Step 2: Import the CSV File

Open the "Records".
Click the three dot horizontal button, then select "Import Data".
Select the Add Data option to add new entries.
Upload a CSV to add new entries in bulk. Each row should represent one entry, with a row of column headers at the top of the file.

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Max file size 50 MB

Click Next to continue to the next step.
After a successful upload, you will be presented with a Map Columns step. Map your columns to fields in the system by selecting/de-selecting the checkboxes to choose importing of the desired fields data into the record.

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Whenever you hover over the column, you will see the data preview in the right side of the screen.

Click Next to continue to the next step.
Review your data.
Click Import to System to finish the importing process.

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If you decide not to resolve the errors, rows with errors will be skipped and written to an error file so you can reimport them later.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.