Import CSV

Learn how to use the import functionality on an Entity's Search UI.

Importing Data from CSV Files

By default, the Import CSV feature is provided on every Entity's Search UI. To use this feature:

  1. Navigate to your Web Application.

  2. Select the sub-menu for which you want to insert data.

  3. Click on the 3 dots at the top-right corner and select IMPORT.

    Import Button Screenshot

  4. Click Choose File and select your CSV.

  5. The system maps fields automatically based on their names.

    • You can create new mappings by clicking and selecting the source (left) and then the target (right).

    • You can delete existing ones by double-clicking on the link.

  6. You can define the import keys by selecting the checkbox beside the field. If you do not select any keys here, the system uses Import Keys defined for the Entity to find existing records. Import Mapping Screenshot

  7. Click Next.

  8. Provide the Mapping Name if you want to reuse the same mapping in the future.

  9. Click Next and the import starts. You can see the status of the import in notifications.

  10. Refresh the screen to see the imported data in the search grid.