Uploading a file for data import

Upload a .csv file to add, update, or delete data for a data type. In the Upload file step of the data import process, do the following:

1. Select the reason for uploading the .csv file from the Purpose list. Select Add or update if you want to add data and update existing data for your data type, Add only if you want to add data to your data type without updating existing data, and Delete if you want to remove data from your data type.

Note: The system does not display the Delete purpose if you are uploading a .csv file for a case type.

2. Click Upload.
3. Click Choose File to select the .csv file that you want to upload and click Open.

Tip: Click Close to cancel the upload.

4. Click Upload file.
5. Click Next.

Open topic with navigation