Data Import Tool

  1. Overview
  2. System Management
  3. Data Import Tool

After logging into the Data Import tool:

  • Under Configuration click Create Source.
  • Ensure the ‘Header row?’ box is ticked.
  • Name your source.
  • Under Source Details ensure the Type dropdown is set to Email. (This should be the default value).
  • Under the Configuration section at the bottom. Select Data Migration.
  • To add columns you can either upload a CSV file with the headers you wish to map. Or you can add them manually using the ‘Add Column(s)’ button highlighted in red with the ‘+’ symbol.
  • Click ‘Create’ in the top right to create your source.
  • At the top right of the screen. Select Operations.
  • Here you can create your Client and Case using the the ‘+’ button at the bottom right highlighting in a red circular button.
  • After hitting the button. From the menu select Client > Create Client.
  • Once created, at the top right corner. Ensure your source is enabled by selecting Enable.
  • At the top of the of the Create Client UI you can select a three-dot menu.
  • Here you can select ‘Set Ref*’.* Which will be used later to reference this in your case creation later. Name your reference accordingly e.g. Test Client
  • You can then begin to map columns for example First Name, Last Name etc. By selecting the field and selecting the corresponding column name.
  • If you have custom fields on the client level. You can map these fields by selecting ‘Add Field Value’ at the bottom. Selecting the type e.g. String
  • Then in the Field box you can type your field-list and field by it’s internal name within the system. e.g. clientProfile.MainContactType (fieldListName.fieldName)
  • Then select the column you would like it mapped to.
  • Once you’ve created and mapped your client fields. You can then create your Case fields to map to in the same red button used earlier. Select Case > Create Case.
  • Similar to the client. You can set a reference by selecting the Three-dot menu and selecting ‘Set Ref’
  • Set the Type field to the name of the Case Type in the system (Exact match).
  • In the Client Field click into the box and select your reference at the bottom you set earlier on the client field via the three dot menu. This will appear under the Operations section in the dropdown.
  • Select Save in the top menu.
  • In your CSV file. Ensure your headers match in the same order as your columns you’ve mapped if you’ve created your columns manually.
  • Using the top right arrow facing upwards you can upload your submission. Drag and drop your CSV file.
  • Select Submit.
  • On the left-hand menu. Select Recent Rows. If correctly matched up, your submission with start to validate and event turn green indicating the status as COMPLETE.
  • If your submissions fails. You can use the left-hand menu to to navigate to Submission Failures.
  • The nature of the error should be displayed under the Errors header.
  • You can also edit the failed submission in Recent Rows.