Table of Contents


Using the Data Importer

 

The Data Importer allows Administrators to directly import .CSV file data into an Entity. CSV files should be formatted to use comma delimiters and should not use any text qualifiers.

Requirements

To use the Data Importer, users must be assigned a security role with the following permissions:

  • Administrator System Role

To use the Data Importer:

  1. In the Setup Home page, click Manage > Import Data.
  2. In the Entity field, select the destination Entity for the data you want to import.
  3. In the Do you want to prevent duplicates from being created? section:
    • If you want to insert all record from the import file, select No - insert all records in my import file.
    • If you want to prevent duplicate entries from being created, select Yes - prevent duplicate records from being created.
  4. Click Next.
  5. If you selected "Yes - prevent duplicate records from being created", indicate in the Which field on this Entity do you want to use for matching? section which field will be used to match for duplicate records:
    • If you want the Name field to be used to match for duplicate records, select Name.
    • If you want the Magentrix ID field to be used to match for duplicate records, select Magentrix ID.
An important note: when the entity's name field is an Auto Number data type, it is not possible to match with the Name value - the Magentrix ID must be used.
  1. If you selected "Yes - prevent duplicate records from being created", indicate in the If existing records are found, what do you want to do? section which action will be taken when a duplicate record is found:
    • Do not update existing records and only insert new records
    • Update existing records and do not insert any new records
    • Update existing records and insert new records
  2. Specify the owner of the records for the imported data. This setting may not appear depending on the type of entity:
    • If your .CSV file includes a field containing the Name of the Owner user and you want its value to populate the record owner field, select Name.
    • If your .CSV file includes a field containing the Magentrix ID of the Owner user and you want its value to populate the record owner field, select Magentrix ID.
    • If you want to be the owner of the imported records, select None.
An important note: If there are multiple users with the same name as the Owner user, you will need to use the Magentrix ID option.
  1. Click Next.
  2. Click Choose file and then select the .CSV file you want to import.
  3. Click Next.
  4. Map each column from the .CSV file to an Entity Field.
  5. Click Import.
An important note: In order to use special characters (e.g. ñ) in the Data Importer, the .CSV file must be in the encoding format UTF-16 LE.

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