Create/Update Records in Bulk: Importing a File
You can import an Excel workbook or CSV file to an already created app to create or update records in bulk.
Click on the upper right side of the screen, and then click "Import from File".
Click Browse and select an Excel file or CSV file to import.
When you are prompted with "Select Data Scope", select one of the radio buttons.
If the file has item names in the first row, select "First row is header".
Check if the contents of the imported file are correctly displayed in "Preview".
"Character Encoding" and "Delimiter" drop-down lists are displayed only when you import a CSV file.
If the text in the CSV file is garbled, try changing the "Character Encoding" setting.
If the columns are incorrectly separated, try changing the "Delimiter" setting.
Match the columns in the imported file to the fields in the app.
Column in File
For each field under "Field in App", specify "Column in File" that contains values to be imported to each of those fields.
If the CSV file has item names in the first row, an item that has the same name as that of "Field in App" is automatically specified as "Column in File".
However, "Column in File" is set to "(None)" when a Date and time, Date, Time, or Number field in the leading five rows, including the first row, contains a value with an invalid format.
To create a new record, make sure that you specify "Column in File" for each of the following fields:
- Fields where values are to be entered
- Fields where entry is required (marked with an asterisk (*))
Any values for a field where "Column in File" is not specified are displayed as being empty.
To update the existing records, specify "Column in File" only for the fields where values are to be updated. Any values for a field where "Column in File" is not specified are not updated.
Key to Bulk Update
Select the check box only when you update the existing records.
If the value in the key field and the value of Column in File match, the record is overwritten with the data of the row that matches those values.
If both values are not matched, the data of the row is added as a new record.
Field Available for the Key to Bulk Update
Any of the following field types can be specified as Key to Bulk Update:
- Record number
- Date and time*
* The setting "Prohibit duplicate values" for the field must be enabled.
Click "Import" on the upper left side of the screen.