Import or export data tables

You can import and export data tables. When you import, you can choose to append or replace data during an import. You can also view recent imports and view and update import errors.

Import a data table

Notes:
  • If errors exist in the import file, such as duplicate data or the wrong value type, a message informs you that the row failed validation and will not import.
  • Individual rows might fail to import. However, the failure does not affect the status of other rows in the file.

To import data table rows into an existing data table, follow these steps:

  1. Click Admin.
  2. Under Architect, click Data Tables.
  3. Perform one of the following steps:
    • Next to the appropriate data table, click the check box and then click Manage Imports.
    • Click the appropriate data table and then click Manage Imports.
  4. Click Select Import File.
  5. Navigate to the .csv file of the data table to import. The system imports the list of data table rows. 
  6. Select to append data or replace all data:
    • To leave the existing rows in the data table in place and insert or update the rows included in the import, choose Append Data.
    • To delete all existing rows in the data table and then insert the rows in the import file, choose Replace All Data.
  7. Click Import.

Download a data table template

To download an empty template of an existing data table as a .csv file that you can use to create properly formatted imported data, follow these steps:

  1. Click Admin.
  2. Under Architect, click Data Tables.
  3. Perform one of the following steps:
    • Next to the appropriate data table, click the check box and then click Manage Imports.
    • Click the appropriate data table and then click Manage Imports.
  4. Click Import Template.
  5. Navigate to the folder where you want to save the .csv file.
  6. Click Save.

Export a data table

To export data table rows, perform these steps:

  1. Click Admin.
  2. Under Architect, click Data Tables.
  3. Do one of the following:
    • Next to the appropriate data table, click the check box and then click Export Data.
    • Click the appropriate data table and then click Export Data.
  4. Click Export.

The Export Details progress spinner displays the progress and then the system downloads the .csv.

Review recent imports

The dialog box displays all imports that occurred in the past seven days, including:

  • Date
  • User
  • Whether the data was appended or replaced
  • Whether the import succeeded or failed
  • The number of updated rows
  • The number of deleted rows
  • The number of failed rows
  1. Click Admin.
  2. Under Architect, click Data Tables.
  3. Perform one of the following steps:
    • Next to the appropriate data table, click the check box and then click Manage Imports.
    • Click the appropriate data table and then click Manage Imports.
  4. Click Recent Imports.