Importing Data from Excel or CSV Files

It is possible in inline editing to import new data. This data can come from Excel files (.xls and .xlsx) or CSV files (.csv).

This article will guide you through the requirements and process of importing data.

Requirements

Configuration

Before a user can import data using the ADM, creation must be enabled on the MultiRecord view.

Configure creation enabled

File Structure

Tip

When using a CSV file, make sure that the file structure complies with the CSV specifications on the following website: https://tools.ietf.org/html/rfc4180

It is important that the data in the file is structured in such way, that the ADM can read it properly.

  • Make sure that the first row of data contains the name of the fields (not the labels!). If you are unaware of the field names, contact your administrator.
  • All other rows should contain the values for every field.
  • Don't use empty leading cells.

Example of a well structured file:

Well structured table

Example of a malstructured file:

Malstructured table

Import Process

When everything is ready, we can start importing the data.

  1. Click the button to edit the list.
  2. Click the import button.
  3. In the pop up, select a valid file (.xls, .xlsx, .csv).

Import a file pop-up

  1. Edit any values if needed.
  2. Click the import button.
Tip

The import progress is shown in the title of the pop up.