Date: Thu, 28 Mar 2024 02:33:14 -0700 (PDT) Message-ID: <1167532315.211.1711618394107@docs-lju.6connect.com> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_210_1870273862.1711618394105" ------=_Part_210_1870273862.1711618394105 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Simple Upl= oad / Import from CSV
The Simple Upload / Import from CSV tool is used if yo= u have a simple .csv file with customer / contact information, such as Name= , Address, Billing Address, Phone numbers, POC, etc. It is accessed from&nb= sp;the Data Import Tab<= /strong> from the <= strong>Admin section<= /span>.
&nbs= p;
To import your customer / con= tact information, follow the following steps:
The Simple Upload / Import from CSV tool requires only = a .csv file for importing.
Be sure to review "Pre= paring Data for Import" on the Importing your Data page before you begi= n. Verify that your .csv is correctly parsed and cleanly formatted with you= r customer/contact information (using your choice of the availab= le field list shown below), and is UTF-8 encoded for best results.
Be sure to check that your data is cleaned up with the following steps:&= nbsp;
Ensure unique values for primary identi= fiers, such as Resource Name and ID Fields
Data Encoding Format
To ensure correct importing of any special characters, make sure to use = UTF-8 encoding for your CSV file!
This Resource Import from .csv tool supports the following fields:
Note: the following fields are REQUIRED:
All other fields are optional.
Note: Resource Import from .csv cu= rrently only supports the columns above. For importing additional data, ple= ase see the Resource Import T= ool, or contact support for details on import services.
Navigate to the Data Import&n=
bsp;Tab from the Admin button. Select "Simple Upload / Import from CSV=
" under "Resource Import".
Create a Job Name and Description for the import. This is especially use= ful to keep track of progress in cases the data arrives from multiple sourc= es, or will require multiple stages of manual review.
Select the .csv file that you prepared above by selecting the "Choose Fi= le" button, and browsing to the correct file location. Then hit "Start Impo= rt".
Working with Large or Multiple Data Se= ts
Although you cannot add new files to an existing job, for jobs wit= h multiple sources for data (which may have different formatting), you can = simply create separate jobs and descriptions for each source - no need to m= anually combine the data into one file before importing. The Import tool's = mapping and editing functions will allow for the data to be reconciled in P= roVision.
For large data sets where multiple stages of manual review might be need= ed, you can create a new job using the same set of data files in order to w= ork in parallel on a different portion of the data.
After importing, the new job will appear under the "Existing Jobs" secti= on.
To continue working with this job, select it from the list (by clicking = on the link) and the next step ("Define Columns") will appear at the bottom= of the page.
Using the dropdown menu above ea= ch data field, select the appropriate definition for each of the imported c= olumns. Phone and Fax may have multiple columns associated with the data. Other columns which do not apply under= the available definitions should be left as blank, and will be skipped dur= ing the upload process.
Note: the following fields are REQUIRED:
Make sure that you have defined = all desired fields by using the scroll bar below your data to view addition= al columns.
When completed, hit "Next".
After supplying the file and defining columns, a review step is provided= . Records with errors will show as color coded, and can be filtered to be v= iewed by All, Valid, Warnings, Invalid, or Ignored.
From here, the records can be edited or ignored. Select "Ignore" for rec= ords that you do not wish to import at this time. Records that are Ignored = or Invalid will automatically be skipped.
For rows with an "Invalid" or "Warning" status, you may wish to ed= it the record to change information to a valid option.
Hitting the "Edit" button for the record provides options to change or a= dd information for available fields.
In this example, as "Name" was the invalid field, it has been updated to= a unique value. The "Custom Field" value has been added as well.
After making the desired edits, hit "Save".
The data record will be re-checked for validity, and will have a white b= ackground if it is now valid for import.
After data has been reviewe= d for accuracy, you may execute the import.
Step 4: Execute Import
When the review step is completed, hit the "Execute Import" button.
A progress bar will appear to and display the records as they are import= ed.
When the bar reaches 100%, and di= splays "Current Step: Finished!" the import is complete, and you may leave = the page.
For more import options, see: