Step-by-Step Walkthrough
Create a CSV file
Clean the Excel doc you would like to import
Name and save as a .CSV file
System Configuration and Settings
Require Unique Email Address: Enable setting to allow
Sheets
Go to Settings > Data Import/Export > Historical Data Tool
Click > Create New in the Sheets section > name sheet > choose CSV file for upload
Click Create to upload
Click the name of your sheet and make at least 1 column searchable. Click Save Settings and Import
Merge Sheets
In Merge Sheets section, click Create New > enter Name (use the same name as your initial csv import) > select base sheet (initial import) > click Create
For multiple sheets, click Add Sheet > locate the next sheet you imported > define connecting columns in the Parent Sheet Column and Append Sheets Column > click Create
Creating an Export
Click Create New (keep naming consistent)
Choose the merge sheet and the importer, click Create
Mapping the Data
Line up the columns of data by choosing the matching header in the Merge Sheet Column drop down
Append and Add New Columns as needed to align with the system's required fields. Choose Importer Field > input proper value > click Save
Check all columns are lined up and appended as needed > click Save at the bottom of the page
Test and Validate
Will show all errors that will impede your import
Fix Errors
After Test and Validate is complete, click the name of the export > View Data.
Fix any errors
Edit Errors Individually by clicking on a specific value in a row and editing
Edit Errors by Column by selecting a column dropdown > edit values by clicking on pencil icon
Bulk Edit by selecting a column and applying a rule
Creating a Rule on Historical Data Home Page > Exports > View Rules > Edit Custom Rules > Add Rule > select importer to apply rule to and column to make the change in > add current value and what to replace with > click Save Rules
Check Similarities
Historical Data Home page > click name of report > click Check Similarity > click name of report
Search by ‘Has Similarity’ > add similarity index filter > select View Data to see all errors caused by similarity
Click action ellipsis on right side > View Similarities. Here you can:
Continue importing them
Edit the name of the item
Ignore the error and continue to Finalizing the Export
Merge with existing item: View Similarities pop-up > check ‘Use” option > click Save
Stop importing these items
Click action ellipsis > select Unset Ready for Import
You could remove the item from your original CSV and start over
Finalize the Export
After editing errors and similarity check, Test and Validate again. Click on the name of the export > if no errors, select Direct Import.
You have reached the end of the Importing Historical Data process. CELEBRATE!