Overview

Uploading data from the Data Import Template to the system create your company's data library within the Application. Before uploading a Data Import Template, you must generate an import template and correctly fill out the object and relationship data.

User Account Requirements

The user must have Administrator permissions to upload a Data Import Template file.

Related Information/Setup

Please see the Creating a Data Import Template for more information on how to fill out the Data Import Template. 

• Creating a Data Import Template

Navigation

1. From the Home screen, click the System Icon.

System Icon

2. From the Admin Overview screen, click the Data Imports tile under the Tools section.

Data Imports Tile

3. From the Data Imports screen, select an Identifier Type from the dropdown menu.
   • Object Type External Reference ID: Select this option if you included External Object Type IDs or External Reference Relationship Type IDs while filling out the Data Import Template.
   • Object ID: Select this option if you included Object Type IDs or Relationship IDs while filling out the Data Import Template.

Identifier Type Options

4. (Optional) Select the Defer processing of formula recalculations checkbox to skip formula recalculations during the Data Import Template upload. Defer processing of formula recalculation is recommended for uploads with more than 50,000 objects, as it speeds up the data import. 

Defer Processing of Formula Recalculations Checkbox

5. Select the Verify file only checkbox before uploading the Data Import Template to ensure there are no errors within the data on the Data Import Template before attempting to upload the data to the system. 

Verify File Only Checkbox

6. Drag and drop a Data Import Template file into the designated area. The system will perform a test import without altering your data. It shows you any existing Data Import Template errors and where they occur on the Template.

Verify File Only Error Messages

7. Repeat steps 5 - 6 until you no longer receive any error messages.
8. Deselect the Verify file only checkbox.
9. Drag and drop a Data Import Template file into the designated area.
10. A Confirmation message will appear when the Data Import Template file is successfully uploaded to the system. The system is ready for use.

Successful Import