# Data Import Setup

The Data Import Setup feature allows you to configure fields for importing data from Excel and specify whether to perform an Insert or Upsert operation. You can choose to either insert new records or update existing records while adding new ones (Upsert). This functionality streamlines the process of adding large datasets efficiently.

{% hint style="warning" %}
For Upsert operations, you must specify a unique key field to identify records.
{% endhint %}

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### :small\_orange\_diamond: Steps to Configure Data Import

1\. In the **Default Setup** screen, activate the **Allow Import** toggle button.

<figure><img src="/files/mjFSVtPf2j7HYWjd8gZW" alt="" width="337"><figcaption><p>Default Setup</p></figcaption></figure>

2\. In the import settings screen, choose **Insert** or **Upsert**. For Upsert, specify a unique key field to identify records.

<figure><img src="/files/cHXPBogrcelLyU6efWQz" alt="" width="338"><figcaption><p>Import Setup</p></figcaption></figure>

3\. In the field selection screen, choose the fields to be imported from Excel and click the Add button.

<figure><img src="/files/JSGDAbgb3Yoy2i3ND5xs" alt=""><figcaption><p>Add Fields Modal</p></figcaption></figure>

4\. Verify in the import settings screen that the selected fields have been added correctly.

<figure><img src="/files/6XlZqIT87fvJdyXtZ5xt" alt="" width="333"><figcaption><p>Added fields</p></figcaption></figure>


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