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Import process

Your user role must have permission to import data.

To import data, perform the following tasks:

Upload a CSV file to import.

When you configure a rule association for the code field in a new code list, you can leave the Code column blank in the CSV file.

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generates values for the code field based on the rule association. If you provide values in the Code column of the CSV file,

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overwrites the imported values with the values the rule generates.

Verify the automatically mapped fields. Manually map the fields that have incorrect mapping to ensure that the columns of the source file match the target fields.

When you import hierarchies, map the source columns with the required target fields. The automatically mapped fields display confidence indicators to indicate the accuracy of the mappings. If fields have low confidence scores or incorrect mappings, manually map the source columns with the required target fields.

Preview and verify the field mapping and import the file.

Import data

Step 1. Upload a file

Step 2. Map fields

Step 3. Preview and import data

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