Create/Update Records in Bulk: Importing a File

You can import an Excel or CSV file to an already created app to create or update records in bulk.

  1. Click the option button Option button on the upper right of the screen, and then click Import from File. Image

  2. Click Browse and specify an Excel file or CSV file to import. Image

  3. When you are prompted with "Select Data Scope", select one of the radio buttons.
    If the file has item names in the first row, select "First row is header". Image Depending on the item names or the content of the file, the "First row is header" option is automatically selected.

  4. Check if the contents of the imported file are correctly displayed in "Preview".
    Image "Character Encoding" and "Delimiter" drop-down lists are displayed only when you import a CSV file.

    • If the text in the CSV file is garbled, try changing the "Character Encoding" setting.
    • If the columns are incorrectly separated, try changing the "Delimiter" setting.
  5. For each field in the app, associate it with the column in the file to import.
    Image If the file has item names in the first row, an item whose name is the same as that of "Field in App" is automatically specified as "Column in File".
    However, "Column in File" is set to "(None)" when a Date and time, Date, Time, or Number field in the leading five rows, including the first row, contains a value with an invalid format.
    Image To create a new record, make sure that you specify "Column in File" for each of the following fields:

    • Fields where values are to be entered
    • Fields where entry is required (marked with an asterisk (*))

    If a field is not associated with any column under the "Column in File", it is created as an empty field, or with a default value (if the default value is configured).

    To update the existing records, specify "Column in File" only for the fields where values are to be updated. If a field is not associated with any column under the "Column in File", the field will not be updated.

  6. To update existing records, select "Key to Bulk Update".
    Image If the value of the key field matches the value of the associated column in the file, the record in the app is overwritten with the data of the row in the file.
    If both values do not match, the row data in the file is added as a new record.
    Image

    The following fields can be specified as a key to bulk update.

    • Record Number
    • Text
    • Number
    • Date
    • Date and time
    • Link
  7. Click "Import" on the upper left side of the screen. Image