How can I update existing records through Import from CSV File?

Updated on July 30, 2020 08:13AM by Admin

You can create items individually or you can import the list of items into Items App with a CSV spreadsheet file.

Steps to Upload Items from a CSV File

  • Log in and access Items App from your universal navigation menu.
  • Click on the More icon and select Import.

  • Before uploading your file, verify you don’t make any common errors.
  • Click on the Import button.

  • You can Import the files using two different options.
  • If you choose New Import, you can import a completely new .csv file.
  • If you select Update Existing records, you can update the existing Items based on any specification.
  • You need to Browse and choose a .csv file and click on Next.

  • You will have an added field called Uniqueness. Click to check the Items based on criteria and then click on Import.
  • Map items fields to respective CSV fields as shown in the below instance. Make sure to map the custom mandatory fields. 
  • After mapping the all fields as shown in the below instance hit the Import button to import records.
Uniqueness check

  • Once you are done with mapping, click Proceed on each validation. 

  • Finally, the page will show the number of  #of Records, #deleted records, and #of ignored records and click on Start Import.
Start Import

  • Here we go, the import is done successfully and the log will display the totals of imported records, failed, and etc.

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