Simple Upload / Import from CSV
The Simple Upload / Import from CSV tool is used if you have a simple .csv file with customer / contact information, such as Name, Address, Billing Address, Phone numbers, POC, etc. It is accessed from the Data Import Tab from the Admin section of ProVision.
To import your customer / contact information, follow the following steps:
Before you Begin: Prepare your Data for Import
The Simple Upload / Import from CSV tool requires only a .csv file for importing.
Be sure to review "Preparing Data for Import" on the Importing your Data page before you begin. Verify that your .csv is correctly parsed and cleanly formatted with your customer/contact information (using your choice of the available field list shown below), and is UTF-8 encoded for best results.
This tool supports the following fields:
Step 1: Create a new Resource / Customer Import Job
Navigate to the Data Import 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 useful to keep track of progress in cases the data arrives from multiple sources, or will require multiple stages of manual review.
Select the .csv file that you prepared above by selecting the "Choose File" button, and browsing to the correct file location. Then hit "Start Import".
Working with Large or Multiple Data Sets
Although you cannot add new files to an existing job, for jobs with multiple sources for data (which may have different formatting), you can simply create separate jobs and descriptions for each source - no need to manually 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 ProVision.
For large data sets where multiple stages of manual review might be needed, you can create a new job using the same set of data files in order to work in parallel on a different portion of the data.
After importing, the new job will appear under the "Existing Jobs" section. To continue working with this job, select it from the list (by clicking on the link) and the next step will appear on the page.
Step 2: Define Columns
Using the dropdown menu above each data field, select the appropriate definition for each of the imported columns. 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 during the upload process.
Make sure that you have defined all desired fields by using the scroll bar below your data to view additional columns.
When completed, hit "Next".
Step 3: Reviewing Data
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 viewed by All, Valid, Warnings, Invalid, or Ignored.
From here, the records can be edited or ignored. Select "Ignore" for records that you do not wish to import at this time. Records that are Ignored or Invalid will automatically be skipped.
If your .csv has a header row as the first line, that row will be shown as the first record in review data as well. Simply click "Ignore" on the first record to disregard the row.
Hitting the "Edit" button for the record provides options to change or add information for available fields.
After editing, hit "Save", and continue reviewing / editing data as desired.
Step 4: Execute Import
When the review step is completed, hit the "Execute Import" button. A progress bar will appear to show progress and note errors if they occur.
When the bar reaches 100%, the import is complete.