Import Records to an app
You can also bulk import records to an app using a CSV file. The CSV file should have the same number of fields as created in the app. Below is an example for the Vendors csvā¦
To import records to an app..
- Select the Home tab in the left Navigation pane.
- Select the button. The Import Records page will be launched.
- In the Apps dropdown, select the app to which you want to import records.
- In the Import file box, choose a CSV file which contains the records.
- Select the button.
- A preview of the data being imported will be displayed. All fields will be auto-mapped if the field names defined in the app in File-Eazy and the fields names in the CSV file match. You can also manually edit or change the mapping.
- In the Select Unique Identifier field, select a field which will be used to determine whether the imported records already exist. Existing records will be overwritten with the data in the csv file.
- Click on the button.
- The records will be imported and you will receive a notification about the same.
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