Admin Console: Difference between revisions

Admin Console (view source)

1,084 bytes added , 7 June 2022

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 # Check '''Auto create customer''' if you want to create companies from your contacts as new accounts.
 # Optionally, alter the mapping between CSV headers and entity columns.
+# Click '''Save'''.
+=== Importing entity records ===
+You can import records from a CSV file.
+{{Note|
+* If you first export some records, you can then edit the exported file to ensure that you have the right format.
+* If you enable '''Show System Fields''', the exported file will include the Id field (primary key).
+|Tip}}
+# In the Admin Console, select '''Data > Manage Data''' from the menu.
+# Click the entity for which you want to import records.
+# Click '''Import''' and upload the CSV file with data.
+# The import confirmation screen displays a list of records that will be created or updated.
+#* Select the proper '''Code page''' and '''Delimiter''' that match your CSV file.
+#* Select one of the fields as the '''Primary key'''. The import will process the rows one by one and either create the records or update them, if the primary key value matches an existing record in the database. Set the primary key to "<None>" and don't import the ID field to ensure that new records are created.
+#* In the preview table, select which columns to import into which entity fields.
 # Click '''Save'''.