Using the Data Importer

The Data Import wizard lets administrators bulk-import records from CSV files (and GIFT files for quizzes) into the platform through a guided step-by-step process. It supports six different import targets, handles field mapping automatically, resolves lookup relationships, and tracks each import job with per-record progress and error reporting.

This page is the overview. Detailed pages cover each target, the field mapping step, and the import history.

Where the Data Importer Lives

The Data Import wizard is at Setup > Manage > Import Data. It is admin-only.

The page has two tabs:

New Import — Start a new import job.
Import History — Review past jobs, download success/failure files, and retry failed rows.

Supported Import Targets

The wizard supports six targets. Which targets are available on your portal depends on your integrations.

Target	What It Imports	Availability
Magentrix Entity	Records into any Magentrix entity (Account, Contact, Lead, custom entities, etc.).	Always available.
Salesforce Entity	Records into a Salesforce entity via the Salesforce integration.	When Salesforce CRM is configured.
Dynamics CRM Entity	Records into a Microsoft Dynamics 365 entity via the Dynamics integration.	When Dynamics CRM is configured.
Translation Studio	Translations from CSV for entity content, apps, menu items, or custom labels.	Always available.
Portal Users	Portal user accounts created in bulk from Contact IDs, optionally with activation emails.	Always available.
Course Quiz (GIFT)	Quiz questions in GIFT format, parsed into LMS courses, quizzes, questions, and answers.	When LMS is enabled.

Each target has its own detailed page:

Importing Records into Entities (Magentrix, Salesforce, Dynamics CRM)
Importing Translations via Data Import
Importing Portal Users
Importing Course Quizzes (GIFT)

The 8-Step Wizard

Select Target — pick what you're importing into.
Select Operation — for entity and Portal User imports: Insert, Update, or Upsert (with a matching field).
Upload File — CSV (or GIFT for Course Quiz). Encoding and delimiter configurable.
Configure — per-target options like running automations, sending notifications, and empty-value handling.
Map Fields — for entity and Portal User imports: map CSV columns to entity fields, with auto-mapping and lookup resolution.
Review — complete summary before starting, with validation checks for errors and warnings.
Import — runs in the background with real-time progress (WebSocket + polling fallback).
Results — statistics, success/failure file downloads, next-action shortcuts.

Not every step appears for every target. The wizard adapts its flow based on what you're importing.

Operations: Insert, Update, Upsert

Entity imports (Magentrix, Salesforce, Dynamics) and Portal Users imports require an operation:

Operation	Behavior	Matching Field
Insert	Create new records only. Existing records are unaffected.	No
Update	Update existing records that match a key field. No new records created.	Yes
Upsert	Update existing records that match; insert new records for unmatched rows.	Yes

Matching field options: Primary Key (Id), the Name field, an External ID field, or another text field on the entity.

Progress, Cancellation, and Background Execution

Imports run in the background on the server. You can leave the page and check status later in Import History.
Progress updates use WebSocket for real-time feedback, with polling as a fallback.
You can Cancel a running import. Records already processed are not rolled back; only subsequent rows are skipped.
If a row fails, the next row continues. Each row is tracked individually so one failure doesn't abort the whole job.

Result Files and Retention

After each job, a Success File and a Failure File are produced (when there are corresponding rows). Download from the Results page or from Import History.
The Failure File includes the error message for each failed row. Fix the rows and re-upload the file to retry only the failures.
Import logs and result files are retained for 30 days. Older job files are cleaned up when new imports run.

Permissions

The Data Import wizard is admin-only.
Within each target, the regular entity-level permissions and sharing rules apply to the records being imported.

Troubleshooting Tips

If a target doesn't appear in the wizard, confirm the corresponding integration or module is configured and enabled (Salesforce, Dynamics, LMS, etc.).
If many rows fail, download the Failure File from the Results page. Each failed row has the error message.
For full symptom-by-symptom resolutions, see Data Import History and Troubleshooting.

Where to Go Next

Data Import Checklist — end-to-end setup.
Importing Records into Entities — Magentrix, Salesforce, and Dynamics CRM targets.
Importing Translations via Data Import.
Importing Portal Users.
Importing Course Quizzes (GIFT).
Data Import History and Troubleshooting.

Data Import Checklist >>

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