We are introducing some great enhancements to our data import feature, with some advanced capabilities. Not only can you import new data, you can also update existing data.
Access the data import setting
This article will demonstrate the import of companies and contacts data.
- From the administration dashboard click the header of a business module to access it's settings
- Click "Import Data" to access the Import Data function
Edit the import configuration
Before starting a data import, we need to configure the mapping between our data file and our business module columns.
- Click here to edit the mapping configuration
Add a mapping
We can now start creating the mapping, that will result in a successful data import.
- Click here to add a mapping
CSV data source field names and values
Please make sure the .csv file meets the following requirements before attempting an import. We also recommend to import a single line of data, to verify the import, before initializing a complete data import.
- The first row in the data source must contain the field names, separated with a semicolon (;)
- Each row of field values must be separated with a semicolon (;) and each field value must be surrounded by quotation marks
Example:"WorkPoint A/S";"Adgangsvejen 3";"6700";"Esbjerg";"+4576110110";"email@example.com"
- If a field value doesn't contain any data, the field value must not contain any quotation marks. Notice in the example below that the email address field value doesn't contain any data. The quotation marks normally surrounding the email field value are removed.
Example:"WorkPoint A/S";"Adgangsvejen 3";"6700";"Esbjerg";"+4576110110";;
- If a field value should contain quotation marks as data, add a quotation mark before the quotation mark.
Example:"WorkPoint A/S";"Adgangsvejen 3";"6700";"Esbjerg";"+4576110110";""Qoute Marks Example""
Verify the data import
When the import has completed, you can click here to see details about the import and eventually correct errors in the data source file.
The data import result
When we access our business module, the data from the .csv file we have imported can be viewed. Because we use a primary key when importing data, we can make changes to the data we already have imported, by running the import command again.
In this example I want to update the address of the company "Arcu laculis Enim PC" from my previous import.
CSV file example:
Company;Address;City;Zip;Phone;Email "Arcu Iaculis Enim PC";"Rundweg 4";"Bremen";"0257NR";"01 19 64 44 54";"sagittis.Nullam.firstname.lastname@example.org"
- I browse the file system for the .csv file and start the import/update operation
- This time the status window indicates that this is an update task and not an import of new data, since there allready is a company in the business module, with a primary key that matches an element in our source csv file.