Import Spreadsheet

This page describes how to import object data from a file (while tenant administrator is logged in to console). ReadiNow supports the following types of files:

Excel in .xlsx format (Note: .xls is not supported)
Comma separated .csv file
Tab separated .csv file

If the intention is to import object data from third-party web interface, please refer to Configuring API page.

Dates should be formatted as ISO 8601 in the import file to avoid time zone ambiguity. See General Settings for the time zone setting.

Importing Process

Object Data

Open the Import Spreadsheet wizard
1. Select Application Menu. The menu appears with available applications.
2. Select Administration. The application displays at the landing page.
3. In the Left Navigation Area, select Integration. The Integration expands to display list.
4. Select Import Spreadsheet. The existing Import configurations display.
5. Select +NEW. The Import Spreadsheet wizard displays, see screenshot.
Import the data:
1. Upload Document, select Upload button and navigate to the sample spreadsheet file, comma separated .csv file or a tab separated .csv file you want, set row numbers, sheet to import etc as required, select Next.
2. Select Object
  1. Select Objects for the Import type
  2. Choose the object from picker
  3. Select Next.
3. Select Columns
  1. Map spreadsheet columns and object fields (or relationships) as required
  2. Select Next.
4. For Options:
  1. Name the configuration for future use
  2. Select Test Import if this run is a trial
  3. Select Workflows to prevent events from being triggered
  4. Select Next
5. Select Import. The configuration proceeds and verifies records.

Choice Options

If the choice field has been created already then skip step 1.

Define a new choice field type
1. Go to a form in an application
2. Open Form Builder
3. Add a new choice field
4. Add a new option by selecting "New"
5. Select OK to save
6. Open the choice field properties. The choice field type is now defined. It will say "Use existing", and show the name for the choice type. Note this name.
7. Save the form
Prepare a spreadsheet for import
1. One column must contain names
2. One column of numbers to specify ordering is highly recommended
Import the spreadsheet
1. Select "Choice Field Values"
2. Then select the name of the choice type, from step 1.f
3. Assign the two columns to the name field and the order field
4. Import
Open the Import Spreadsheet wizard
1. Select Application Menu. The menu appears with available applications.
2. Select Administration. The application displays at the landing page.
3. In the Left Navigation Area, select Integration. The Integration expands to display list.
4. Select Import Spreadsheet. The existing Import configurations display.
5. Select +NEW. The Import Spreadsheet wizard displays, see screenshot.
Import the data
1. Upload Document
  1. Select the Upload button and navigate to the spreadsheet file and set options as required
  2. Select Next
2. Select Object
  1. Select Choice field values for the Import type
  2. In the picker select the name of the choice type from step 1.f
  3. Select Next
3. Select Columns
  1. Map the name and sort order spreadsheet columns to their corresponding fields
  2. Select Next.
4. Options
  1. Name the configuration for future use
  2. Select Test Import if this run is a trial
  3. Select Workflows to prevent events from being triggered
  4. Select Next
5. Select Import. The configuration proceeds and verifies records.
Delete the initial value record ("New Option") created in step 1.d

Dates and Times

Dates must be formatted as ISO 8601 in the import file before importing.

Configuration Settings

The configuration file can be saved for later use. As a result, file name is not saved as part of the configuration.
Preview on Upload Document is limited to 10 rows only.
Preview can be reloaded after changing settings to make sure the settings are right before you start importing.
You can cancel the data import at any time while the import is in progress.
The import spreadsheet can handle trailing and leading spaces of the excel data and is not case sensitive.

Import Spreadsheet screenshot

Add fixed value to field and relationships

You can set a fixed value for any column using Add a fixed value option in the column mapping page. Once a fixed value is created, it needs to be mapped with a field / column in the object. The mapped column cannot be mapped again with any other column in the import file.

Ability to Append or overwrite

APPEND or OVERWRITE can be set on relationships and multi-select choice fields. When a column in the import file is mapped with a relationship field two options are provided; Append and Overwrite. Append will add the data to the existing data for the corresponding record. Overwrite will overwrite the data on the corresponding record.

Ability to Ignore or Clear blanks on lookups

Ignore or Clear blanks can be set on lookups and single choice fields. When a column in the excel is mapped to a lookup field, two options are provided; Ignore blanks and Clear blanks. Ignore blanks ignores the blank cell in the excel and keeps the value on the lookup or single select choice field. Clear blanks clears the value of the lookup or single select choice field if the corresponding row in the excel is blank.