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- The .csv document you wish to import saved with UTF-8 encoding. If using Excel for Mac, save the file as "Windows Comma Separated .csv".
- A header row for the data in the .csv.
- The .csv file should be "clean", that is, only contain the data to be imported and a header row for that data.
A Section created in Provision with fields that correlate to the import data. For example, if you wish to import a list of contact information, there will need to be a Section in provision created for "Contacts", with fields such as "First Name", "Last Name", "email address", "Phone number", and so on. To create a new Section, or edit an existing Section, refer to Working With Resources, Customizing Sections, and Customizing Fields.
Warning If the above preconditions are not met, the Resource Importer Tool may not be able to correctly read the .csv file or complete the import. Verify UTF-8 .csv encoding, a clean dataset with a header row, and that an appropriate Section exists in Provision prior to import.
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Opening the Resource Import Tool
To open the Resource Import Tool, navigate to the Data Import Tab from the Admin button to import your aggregate blocks. Select "Resource Import Tool" under "Resource Import".
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| Warning |
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Exiting the Resource Importer Tool prior to completing the import process will result in the current open grids being discarded. |
Step
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1: Upload your .csv data file
Under the "File" Menu, select "Open .csv". Browse to and select your UTF-8 encoded data file. For this walkthrough, we will be using the Contact Import Sample available on the Import Templates page as an example.
After hitting "OK", your file should be visible in the workspace, as well as listed under "Open Files" like this: