For guidance on the settings on the
Import Options page, refer to
Data Import Settings.
To import data from a spreadsheet:
-
Prepare a spreadsheet using the guidance in
Preparing a Spreadsheet for Importing Data.
-
From the
Administrator Portal, click
Import Data.
-
In the
Data Source and Destination area, browse to the spreadsheet
that contains the data you want to import.
-
From the
Import into table list, select the primary or
auxiliary table to which data will be imported.
-
If you select a primary table, select the project to which data
will be imported. Only projects you have privileges to submit items into are
available.
-
To avoid duplicate items in your system, select the following
options as they apply:
- To import all rows in the spreadsheet as new items, do not
select a spreadsheet column for duplicate detection.
- To modify existing
SBM
items while importing new items in the spreadsheet, select a column for
duplicate detection, and then select the
Replace mapped attributes option.
- To keep existing
SBM
items intact while importing new items in the spreadsheet, select a column for
duplicate detection, and then select the
Do not modify option.
-
In the
Field Mapping area, map spreadsheet columns to
SBM
fields, using the information in
Field Mapping Considerations
for guidance.
-
Click
Import.
-
When the import process is complete, run a report to review
imported items to verify they imported as expected. If not, modify your
spreadsheet and repeat the import process.
Note: The user performing the import and the time of the import are
reflected in the Change History.
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