Use data import in bpm'online to add large numbers of records. You can add customer databases, lists of products, lookup records and other data from .xlsx files within several minutes.
Use data import to populate your database with records before you start working with bpm'online You can also use import for updating existing records.
Attention
We recommend you to import data after you set up bpm’online permissions, since imported records will be assigned default permissions.
To import information from an Excel spreadsheet to bpm’online:
1.Prepare an Excel file for import: see the "How to prepare a file" article for details. Use the following excel files as templates:
•An example of file for the import of accounts
•An example of file for the import of contacts
•An example of file for the import of products
2.Run the Import Wizard: go to a section in which you need to import data and select the [Data import] action from the [Actions] button menu. You can import data to details or lookups in the same way. In this case, the object for import will be selected automatically.
Note
The data import can be launched from the system designer. In this case, you will need to specify the object (section, detail or lookup) for import manually.
3.Add an imported file: drag and drop your Excel file on the Import Wizard page, or click [Select file] and locate the file. Specify the column mapping by connecting the columns from the Excel file to the fields in the bpm’online import object.
4.Select the columns for identifying duplicate records: select columns whose data must be unique for each of the imported records. Depending on whether the value of a column in the imported file coincides with the database value, bpm’online either creates a new record or updates the existing record. For example, such column can be a contact’s “Full name”: if a contact with the same full name already exists in the database, bpm’online updates the existing record, if a contact with such a full name does not exist, bpm’online creates a new record.
Note
These steps cover general import procedure. For detailed instructions on the most common import cases, please see the corresponding articles in the contents of this section.
To avoid errors, be sure to prepare the import file according to the recommendations in this article.
Contents
•How to import a customer database
•How to import contact communication options
•How to import contact addresses
•How to update information about the product availability?
•Universal import from Excel FAQ
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