Importing List Data

The following describes how to import one or more items into a data list by uploading a CSV file. You can use this process to either add the uploaded items to the end of a list, or completely replace the contents of the list with those of the uploaded file.

There are several things you should do before you begin:

  • Ensure that the file you intend to upload is structured according to the data list's fields, or it will fail to import. Before uploading, you will have the opportunity to test the CSV file to preview the potential result.
  • Understand that any processes depending on this list may be suspended for a few seconds, and schedule accordingly.
  • Understand that there is no automatic method to revert an upload, so you will either have to delete or modify individual entries after importing, or repeat the process with a new set of data.

See also: Adding an Item to a Data List.

See also: Clearing a List of Its Data.

Implementation

  1. Access the Lists of Customer Data page for the intended Customer.

    1. Access the resources page for the intended Customer.

      1. Access the details page for the intended Customer.

        1. Type the Customer’s name into the search field at the top of any page.
        2. Click the intended Customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Lists of Customer Data hyperlink.
  1. Locate the intended list and click its Import link.

  2. If you haven't already downloaded the import template, do so now.
    1. Use the drop-down to select which row the template data should start on. The list's field names will appear as headings in the row above this.
    2. Select the Download a Blank Template radio button.
    3. Click Perform the Action Chosen Above.
    4. Click the file link to download the template.
    5. Click Return to the Import Menu.
  3. (Recommended) Preview the import in case of any issues with the uploaded file.
    1. Use the drop-down to select which row of your CSV the data begins on. This is the first row of data, not the header row. There is also an option for if your data does not include headers.
    2. Select the Preview and Validate radio button.
    3. Click Perform the Action Chosen Above.
    4. Click Choose File, and pick the CSV you intend to preview.
    5. Click Upload.

      While looking at the previewed data, if you're satisfied with what you see you can click Import This Data Now to immediately upload the contents of the CSV. This will completely replace the existing contents of the list, so only do this if you don't need any of the data already in the list.

    6. To return to the previous screen and select a different option, click Return to the Import Menu.
  4. If you haven't already done so, use the drop-down to select which row of your CSV the data begins on. This is the first row of data, not the header row. There is also an option for if your data does not include headers.
  5. Use the radio buttons to select how the data will be uploaded:
    • If you want to keep existing data and add the imported data after it, select Append from CSV.
    • If you want to delete existing data and add the imported data in its place, select Import from CSV.
  6. Click Perform the Action Chosen Above.
  7. Click Choose File, and pick the CSV you intend to upload.
  8. Click Upload.

A summary of the upload will appear, listing all data that was added, as well as any errors that occurred.

From here, you can use links to view the updated list, edit items in the list, or return to the previous screen to import further data as needed.