Embedded Files
📥 Import Spreadsheets with Ease.
📥 Import Spreadsheets with Ease.
This guide provides comprehensive instructions on how to import data using spreadsheets. Follow the steps below to import and update data efficiently.
1. Importing Format
1. Importing Format
We recommend you follow the following formatting rules to ensure a successful import.
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).
2. How to Import the Data?
2. How to Import the Data?
Step 1: Create the CSV File
Step 1: Create 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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Info:
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."
In this example, we will import some data to the Opportunities record.
Step 2: Import the CSV File
Step 2: Import the CSV File
Let's import the file with some help from the example above.
1. Navigate to "Settings" > "System Settings".
2. Select "Records".
3. Choose the desired record you want to import data.
4. Click the "Import" option on the sidebar and select the "Bulk Add" option.
5. Use the "Upload CSV File" button to upload the file from your local storage.
6. After a successful upload, you will be presented with a Mapping screen where you can assign values from the CSV file to the records or skip any unnecessary ones.
The yellow colour indicates fields that will be skipped (unmapped).
The red colour indicates invalid fields that require mapping.
7. Click the "Import" button to proceed with the mapping.
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