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Before trying to bulk import any form of data we strongly recommend you gain familiarity with the product and create a few ones manually.
Once you have grown your understanding of each information of the different forms, and created a few records manually, you can consider bulk importing the remainder.
The system is very flexible and will allow you to configure additional info for import.
The most configurable way to import existing data is to use the
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activity named “Process EDI messages” and upload csv/txt files.
Refer to children pages to see examples and import templates.
Make sure you start with a smaller files of a few samples before importing a large number of records.
If you fail to do the import, reach out to us via the support portal, our consultants will help you out during your customer care hours.
The following advice may help you understand the templates and configuration.
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The double quotation sign is not mandatory, yet prevents commas in text areas to be wrongly interpreted as separators. |
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Less- and Greater-than signs: They indicate a new section on a single line document. A section is a record in a table. The configuration allows for hierarchy management using sections (e.g. Customer is a parent section of Addresses and Contacts). |
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