Importing Database Records From Excel

In order to import Records into your Database, you must first have created a non-staged Database.

NOTE that import for records is not supported for staged databases. 

---

Those with relevant Database Manager permissions will see the Import option available in the database action menu:

Once selected, you will see a new page with the option to 'Click here to select a file' from your hard drive. 

If this is the first time you are importing these records, ensure that Add all as New is selected from the Import Type option. (Click here to read how to update existing records.) 

Click Initiate Import. 

Depending on the size of the file, this may take a few moments to a few minutes.

The next important step is to Map all fields. This ensures the columns in the Excel spreadsheet you are importing matches to the relevant fields within your Database. Some Map Fields may be automatically matched, but others may need manual selection.

For Date fields, please make sure that they are in the default Date format set on your platform (you may need to check with your Administrator what the default is):

• DD-MM-YYYY
• YYYY-MM-DD
• MM/DD/YYYY

When confident that all fields are mapped correctly, scroll to the bottom of the page and click Import Records.

----

IMPORTANT NOTE:

Note that fields have to match precisely or they might fail to map. Any failures will be displayed on the results page after you Import. For more trouble-shooting tips on Importing data, click here.

Next:

Troubleshooting Importing Records

Related:

Importing Bulk Records - Updating Your Records 

Exporting Records to Excel