Importing Records from a File

You can import data from an Excel or CSV spreadsheet into an existing app. 
To import records to an app: 
  1. Prepare the Excel or CSV File for import. See Supported Formats for Importing.
  2. Within an app, click the Ellipses Options icon on the right.
  3. Select Import from File.
  4. Click Browse to select your file. 
  5. Select if your First row is header or First row is data.
  6. When you select an option the Preview section displays a sample of the first five rows of data so you can check the result.
    • If the imported data is garbled, change the character encoding.
    • If the imported columns are misaligned, change the delimiter.
  7. Under Column in File, select the column from the imported file that matches the fields in the app. For each field on the left, use the drop-down to select a column, or select None to not import data into that field.
  8. To update existing records in the app with the imported data, select Key to Bulk Update on the right of the desired field to use as the key identifier. To use a field other than Record number as the key field, the field in the app settings must be set to "Prohibit duplicate values."
  9. When the key field is the Record number:
    • When the record number in the imported file matches the value in the Record number field in the app, the record is updated. 
    • When the record number field in the imported file is empty, the record is added to the app as a new record.
    • When a record number exists in the imported file, and it does not match any record number in the app, an error occurs.
  10. When the key field is any other field:
    • If the values in the key field match, the record is updated.
    • If the values in the key field do not match, the record is added as a new record.
    • If you select None and you also select a key field, existing values are not overwritten when a record is updated.
  11. Click import.PNG.
  12. Click OK
  13. The top of the page shows a message stating either the file import was successful or unsuccessful. 
  14. See Checking Import Results.
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