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.

For Upsert operations, you must specify a unique key field to identify records.

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🔸 Steps to Configure Data Import

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

   

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

   

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

   

   Add Fields Modal
4. Verify in the import settings screen that the selected fields have been added correctly.

   

   Added fields