Import Data from File

Importing data from a file allows bulk adding records to a model from an external file. This instruction will show how to import data from a CSV or Excel file into a model.

When Needed

  • You need to add a large number of records to a model at once.
  • You want to import data from another system or file.
  • You need to update model data from an external source.
  • You want to transfer existing data to a new model.

What's Important to Know

  • Data import — bulk adding records to a model from a file.
  • Supported formats: CSV, XLS, XLSX.
  • The file must contain columns that correspond to model fields.
  • You can configure column-to-field mapping during import.

Prerequisites

  • You are logged in with integrator rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • You have a file with data for import (CSV, XLS, or XLSX).
  • The file contains data in a format compatible with model fields.

Step-by-Step Instructions

  1. In the Custom Data module, open the needed model into which you need to import data.
  2. Find the "Import" or "Import Data" button (usually located above the records table or in the actions menu).
  3. Click the button — the import dialog opens.
  4. In the dialog:
    • Click the "Select File" button or drag the file into the upload window.
    • Select the file with data (CSV, XLS, or XLSX).
  5. Configure import parameters:
    • Review the data preview from the file.
    • Configure column-to-field mapping (if names don't match).
    • Select import mode (add new records, update existing, or both).
  6. Click the "Import" or "Upload" button — the system begins processing the file and importing data.
  7. Wait for import completion and review the result:
    • Number of imported records.
    • Number of errors (if any).
    • Error details (if they occurred).

What Happens After

Data is imported into the model, and new records appear in the records list. You can check imported data and fix errors if they occurred.

How to Verify It Worked

  • Check that import completed without critical errors.
  • Review the model's records list and make sure new records are added.
  • Check the number of imported records to ensure all data is loaded.

Other Methods

  • You can import data with a record limit for testing before full import.
  • Some systems allow scheduling import or running it in the background.
  • Use validation before import to check data format in the file.