In this article, you'll learn how to import data in the Data Importer application.
First, ensure that the data is prepared in the specified template according to the requirements.
From the main Data Importer screen, click on the "Upload" icon in top right corner.
In the popup, select intended upload template from the dropdown list that the Data Importer should validate.
Select your file from your computer. once selected, Data Importer will automatically start validating its contents.
An Import Record will be created. Review the import record to ensure that the data meets the requirements.
Click the Upload button to start importing the data. Kindly note that this function is not available when there's no accepted records in the Import Record.
Once the import is successful, you'll be brought to a Import Summary screen.
Note: To fix any errors in the records, please refer to How do I correct an error during the data import process? or How do I save my Import Record for later when I encounter an error?
Visual Guide (To enlarge, right-click and open in new tab)
To continue learning about Data Importer, please follow the link back to the Data Importer index.
Please do not hesitate to reach out to MSIGHTS Support via the messenger chat window on your bottom right-hand corner at any time or the button below for any questions, support, or feedback. We'd be happy to help!