Import

Create data source records in bulk from a spreadsheet, and follow every import, including task imports, until it is done.

The Import page lists every file that was imported in your organization, with how far each import has got. Imports run in the background: upload a file, keep working, and come back to see the result or download the rows that failed.

Here you import data source records. Tasks are imported from Activities › Task, with Bulk under the arrow beside New; see Creating Tasks in Bulk. Task imports appear in this list too.

Open Export & Import › Import.

Required permission:

• View Data Import

1. New: import a file. See Import a file.
2. The import list: one row per uploaded file, newest first. The list refreshes on its own while an import is still running.
3. Download the rows that did not import: a spreadsheet of the failed rows only.

The note above the list reads Import records are kept here for 30 days. After 30 days the row, its status and its files are no longer shown.

The import list

Column	What it shows
No.	The row number.
File	The name of the uploaded file.
Type	What the file created: Task - and the task type (for example Task - Delivery), or Data Source - and the data type (for example Data Source - Customers).
Uploaded	When the file was uploaded, such as 30 minutes ago.
Hub	The hub the rows were imported into.
Rows	Rows imported so far out of the total, such as 1,462 of 1,500, with the number of failed rows in red below, such as 38 failed.
Status	Importing with a progress bar while rows are still being read, Done when every row was imported, Partly done when some rows failed, or Failed when no row was imported.
Actions	Download links for the import’s files.

Under Actions:

• Download the rows that did not import: on a Partly done or Failed import. The file holds only the failed rows, with a validationMessage column that says why each row failed. Fix the rows and import the file again.
• Download the uploaded file: the file as it was uploaded.
• No file: shows when the import failed before any row was read. Hover over it to see why.

Import a file

Click New. The Import a file dialog opens.

1. Import type: Data Source.
2. Data type: each row becomes a record of this data type, so the file’s columns are that type’s fields. Types marked Common are shared by every hub.
3. Download template: a spreadsheet with one column for each of the data type’s fields, ready to fill in. Required columns are marked with *.
4. Hub: the hub the records belong to. It only appears for a data type that is not Common.
5. File: click Choose a file, or drop one here, or drag the file onto it. It takes an .xlsx or .xls file of up to 20 MB and 10,000 rows.

The file is checked as soon as you choose it. Then check the file and upload it.

The file is refused if it is not an .xlsx or .xls file, is over 20 MB, cannot be read as a spreadsheet, has a blank column heading, or has headings but no rows.