Imports

The IS Tools platform provides the functionality of importing data from MS Excel and store it into the fields of the application’s records.

Follow the steps below in order to perform an import:

  1. Prepare the data file.

    1. Make sure that the data you want to import is located in the first sheet of the Excel file, where:

      • Record names are placed in column A.

      • Data in cells match with the type of field in the application. To mention some of them:

        • A column mapped to a Checkbox must contain TRUE/FALSE or 1/0 as value.

        • A column mapped to a Drop-down must contain only values that are defined in the list of that drop-down, taking in consideration the case of the letters (i.e., sensitive case).

        • A column mapped to a Number must contain only numbers, i.e., no letters, no special characters.

    2. Remove from the entire file all images, formatting, macros and formulas, and also data outside the first sheet. Filters applied on the sheet will not be considered (i.e., all data will be imported, regardless if filtered).

    3. Save the data file with format .xlsx

      It is recommended that the file to be imported does not exceed: 5,000 rows, 50 columns or 5 MB of size.

      Read about the limitations of imports.

  2. Create a template in the Import configuration form.

  3. Upload a data file in the Prepare import run form.

  4. Review the status of the import in the Import queue form.

Read Also

Read also about import form rights.