Use the Data Import Tool

Important Notes

  • The maximum number of records in a single import file cannot exceed 10,000 records. If you have multiple files where each file has 10,000, records, upload each file separately.

  • The file being imported cannot exceed 10,240 Kb.

  • You can run a maximum of 10 data import templates in parallel for a tenant. 10 templates is the default value for the maximum setting. Values can range from 5 – 20. We recommend that you allow the first 10 templates to complete before initiating the running of additional templates. If you need to adjust this setting, contact the Support team. Changing the maximum number of templates that the system can run simultaneously is not recommended because it could affect system performance.

Use the Data Import Tool

To access the Data Import Tool, go to Home > Administration > Data Import Tool. The Data Import Tool page lists all of the data import templates processed for the past 30 days.

The Loaded time stamp displays the time at which the page was last refreshed.

Manage the template grid

  • — To search for templates that were processed during a specific time frame, click to select the appropriate date range. By default, today’s date and the 30 days preceding it appear when you first open the page.
  • — To filter the results in each column, click next to each column heading. An inline field appears in which you can enter the name of specific entries in the column. Begin typing the first few letters and results matching those letters appear at the top of the grid.
  • Column headers — Click the column headers to sort the templates list in either ascending or descending order.
    • Template Name — Name of the template.
    • Status — The status of the import process. Statuses include Submitted, In Progress, Completed, Completed with Errors and Failed.
    • Executed By — User who initiated the import.
    • Executed Date — Date and time at which the import was initiated.
    • Completion Date — Date and time at which the imported completed.
    • Job Details — To view details related to an imports progress, click View Details.

Import data

To import data:

  1. Click Import/Export Data. The Import/Export Data side panel appears.
  2. From the Template drop down list, select the appropriate template. To search for a specific template, enter the first few letters of its name. Select the appropriate template from the search results.
  3. Template information
  4. Field names and their corresponding field types appear based upon the template selection. To view an example of a value for each field type, click next to each field type.
  1. Click Done.

Template options

Select the appropriate response to “What would you like to do with this template?”

  • View Template - Click View Template to access a template specific details page.
  • Download Template - Download the template file to your system as a comma-separated values (CSV) file.