The Import feature has been updated to make it more intuitive and easier to use. The improved feature allows you to:
- Create your own csv file templates
- Upload external csv file(s) for loading into your account
- Export existing Import csv file(s) to work offline
- Generate file(s) of existing data in your account and work online
- Save a Draft of your Import file(s) to come back and finish at a later date
- Batch a number of Import files together and cross validate them
- Exit the feature whilst validation is in process
- Mass update sub tab information
If you wish to create a new Import then press the [New] button.
Fig 2 - Creating a new import file
Give your Import file a Name, Description and select the Templates you wish to include from the drop down list and then press [Next].
Fig 3 - Import file and template selection
You can select as many of these templates as you wish, each template file will be handled individually and also as a set. Each template file will cross reference across each other as you create/load/modify your data, so if the templates contain records that are linked to each other then this can be done in the same Import batch. For more information about cross referencing please click here.
Once you have selected your templates and have pressed [Next] you will be presented with the Import Workbench.
The top of the screen will display in tabs each of the templates that you have selected. Click on the relevant tab to start working on that file.
You will be presented with an empty grid for you to create/load/modify your data. The grid works similar to excel but with basic features.
Fig 4 - Import Workbench
Click here for details on how to manually populate the grid with data.
Click here for details on how to mass populated the grid with data.
Click here for details on the grid tools.
At any point you can [Save] your Import file, if you have made changes to a file and try to leave the screen a warning will display prompting you to save your file.
Fig 5 - Saving an import file
Once Saved, you can exit the screen and come back to your import file at any time to complete it, your file will be listed in the Import summary screen with its current status.
Fig 6 - Draft Import files
When the file is opened again, it will automatically run through a new validation, this is because your account data may have changed since you last opened the Import file, the new validation will revalidate your file data and will present any new errors that now occur.
Editing an Import set
At any time you can adjust your Import set if required. Open your file and in the [...] there is an option to 'Edit import set'
Fig 7 - Editing an Import set
This will take you back into your original Import creation record where you can make adjustments. You can alter the Name and Description and you can also add or remove templates to the set - please note the warning when removing a template from the set, once removed it cannot be retrieved and any work done on that set will be lost.
Fig 8 - Removing a template
Processing your Import files
Once you have completed your Import and all files are valid without error, the [Start Import] button will become active.
Fig 9 - Starting and Import
Press the [Start Import] button and your file(s) will be sent to the Data Work Queue for processing.
Fig 10 - Import file sent for processing
The Data Work Queue screen will update and show your Import file is processing.
Fig 11 - Data Work Queue status
If it is a large file then a counter will tell you numerically and percentage where the process is up to.
Fig 12 - Data Work Queue counter
Once the status in this screen is 'Complete' then all your data has been Imported into your account.
Fig 13 - Import status