Creating a File to Be Used to Import Data to a Table

Described below are the steps to edit an Excel/CSV file containing table data, and the steps to import that file.

Tips on Editing/Importing a File

When You Edit a File

  • For a table in a record, set the first column of the file (New Record Flag) to "*".
    For the second and subsequent columns of the table, leave the first column of the file (New Record Flag) empty.
    A table is composed of a row with "*" and its subsequent rows without "*".

* It is recommended that you export data to a file, and edit the data in the file.

Importing a File

  • Deselect "Key to Bulk Update" if you want to add all the data in the imported file as new records.
  • Select "Key to Bulk Update" if you want to overwrite the existing records with the data in the imported file.
  • Specify to import all the fields in the table, including the fields that have not been changed, if you want to update table data of the existing records.

Editing a File

Prepare an Excel file (.xlsx) or a CSV file that you want to use to edit table data.
* It is recommended that you export data to a file, and edit the data in the file.

The procedure to edit the file differs depending on whether you add records or update table contents.

When You Add New Records Including Table

Add a row and enter "*" in the first column. Leave the record number empty.
Enter the data for the record. Enter the table data in the cell that corresponds to the table.

When You Add Rows To the Existing Table

Copy another row in the same record and insert that row. Leave the first column empty.
Then, enter the contents of the row to add in the cell that corresponds to the table.

When You Update Table Contents

Edit the contents of the corresponding cell.

When There Are Multiple Tables in One Record

For a field name in the header row, enter table contents in different rows.
Entering the contents from multiple tables in the same row results in an error.

Importing From a File

After editing a file, click the option menu ・・・ on the upper right of the record view screen, and then click Import from File.
* If Import from File is not displayed, enable Import from file in the app permission settings.

Import a file, and associate the app fields with the imported file columns.
Tables are displayed in the "Table name > Field name" format.
* If there are multiple tables, check the table name and then associate the fields and the columns.