Importing data for a data type

You can import a .csv file to add or update data for a data type.

1. Click the Data icon in the navigation panel to display the Data Explorer.
   To view case types for data import, select Data in the Explorer panel and select Show case types from the dropdown menu at the top right of the explorer.
2. Click the data type for which you want to import data to display it in the Data Designer.
3. Click the Records tab.
4. Click Import.
5. Upload a .csv file for data import
6. Map the fields in your data type with the fields in the .csv file
7. Optional: If you are using a dashboard gadget in your end user portal that displays in-progress data imports and recently completed data imports, enter a short description that describes the import .
8. Select Save import settings as a template if you want to save the mapping between the fields in your data type and the fields in the .csv file as a template for future imports for the data type. Enter a name for the template in the Name for this data import field.
   Note: If you selected a template when you mapped the fields, the template name is displayed in the Name for this data import field. If you choose an existing template, the template is replaced with the current import.
9. Select Skip running validate rules if you do not want the system to validate the data type by using validate rules.
   Note: The system always does basic type checking (string, integer, date, and so on) for imported fields. If you clear this check box, the data import process runs the default validate rule of the data type on each record that is imported, which causes the import to take longer. Hence, it is a best practice to clear this check box only when needed.
10. Click Start validation to begin validating the data. No data is imported during this step. A dialog box is displayed that shows the validation progress, the start time, running time, number of valid rows, and the number of invalid rows. If there are errors, the record number and error details are displayed.
11. Optional: If your data import process has errors, click Download to download a .csv file that lists the errors. The .csv file has an additional column that contains the error details for the records on each row in the file. You can fix the errors and import data again for your data type.
12. Click Continue import to import the data or click Cancel if there are errors in the data that you want to fix before importing. If you import even if there are errors, only the rows without errors are imported. A dialog box listing the time taken for the import, the number of records created and updated, and the errors in the import is displayed.
    You can close the dialog box for the data import process. The process runs asynchronously and is visible on your worklist.

    Cancel the import by clicking Stop import. The import stops when the current batch finishes processing.

13. Click Finish to return to the Data Designer and see the new and updated data for your data type.
    CAUTION:

    It is possible for a record to pass the validation step and still have an error that is only detected during the actual import. This can occur when the schema for externally mapped tables has restrictions that are not known in the rules, for example, if the length specified for a text column does not match the length in the property rule. The records without errors are still imported, but performance might be affected and the error messages might be confusing because they will be generated by the database. To ensure that this situation does not occur, make the property definitions match the table's columns as closely as possible or use a validate rule that enforces the same restrictions as the schema.