How to import records in a Custom app in Apptivo?

Updated on November 2, 2020 03:47AM by Admin

The App Builder in Apptivo enables you to create your custom apps from scratch. You can also create a new app as an extension of your existing app. In the custom app, you can import your records effortlessly in CSV format.

Steps to import records

  • Log in and access a Custom app from the App Builder. Here, Tickets App.
  • Click on the More icon from the App Header and select Import.
Tickets App

  • You will be redirected to the Import page. Here, you can import data from a CSV file.
  • Select the Import button.
Import Page

  • The import function is a 4 step process. The first step is to Choose Data. Here, you can determine whether to add new records or update the existing records.
  • Browse and add the CSV file to the Tickets App.
  • Click the Next button.
Choose Data

  • The next step is Map Fields. Here, you can choose the date format. Select the attributes that you would like to group from the Grouping Attributes dropdown.
Map Fields

  • Map ticket fields to respective CSV fields as shown in the below instance. Make sure to map the custom mandatory fields. You can also choose to not import certain fields.
  • After mapping all fields, hit the Import button to import records.
Mapping Complete

  • Once you are done with mapping, the next step is Validations. Click Proceed on each validation.
Grouping Value

  • You will be notified if there are any error records added. You can choose to correct them or click Add to exceptions & proceed.

  • Once the complete validation is finished, you will be navigated to the import page. Here, you can see the import details. Select Start Import.
Start Import

  • You will be navigated to the Completed CSV Imports page. Here, you can view the import details.
Import Initiated

  • Once the import is complete, the status will change as complete. You will also receive an email notification.
Import Complete

  • The imported records will be added to your Custom App. Here, Tickets App.
Updated Tickets App