# Imports

> How to import data from Excel into records: prepare the data file, create an import template, upload the file, and check the import queue. Includes recommended file size limits.

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](imports.md) _(names which identify the records in a table)_ 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

        > **Note:**
        > 
        > 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](platform_limitations.md#reports_and_imports) of imports.

2.  _Create a template_ in the [**Import templates**](import_templates.md) form.

3.  _Upload a data file_ in the [Prepare import run](prepare_import_run.md) form.

4.  _Review the status_ of the import in the [Import queue](import_queue.md) form.

## Read Also

Read also about import [form rights](form_rights.md#_import_forms_rights).