Data Import Settings

Use the Import Options page to set options for importing spreadsheets, including data mapping and duplicate record handling.

Data Source and Destination

Use these options to select a spreadsheet that contains records to be imported and the destination for these items in SBM.
Note: The administrator performing the import operation must have privileges to submit items into the selected table or project (for primary items).
  • Spreadsheet

    Browse to a spreadsheet that is formatted based on the specifications in Preparing a Spreadsheet for Importing Data.

  • Import into table

    The list contains tables that the importing user has privileges to submit items into and that is configured to allow imports. For on-premise systems, this setting can be found on the Advanced tab of the Edit Table dialog box in SBM System Administrator.

    Select the primary or auxiliary table into which data will be imported.

  • Project
    If you select a primary table, you must also select a project into which items will be imported.
    Note: The Allow new items to be submitted option must be selected on the General page for the project you select. In addition, you must have privileges to submit items into the selected project.


Optionally, select a spreadsheet column to detect and handle duplicate records in the spreadsheet and the selected project or auxiliary table. If you do not specify a column for duplicate detection, new records are added for every row in the spreadsheet.

Detection is based on identical values in the spreadsheet row and the SBM field. For guidance, refer to Record Matching.

The following duplication detection options are available:

Notification E-mail Options

Use these options to send a copy of the import log file by e-mail when the import process completes and to send e-mail messages to newly imported users.

The Notification Server must be configured and running to send import logs and new user confirmations. On-premise customers use SBM Configurator to manage the Notification Server. The Notification Server is enabled in on-demand systems.

Change these options as needed:

Field Mapping

Use the Field Mapping section to map spreadsheet columns to SBM fields. You can save field mappings for specific tables and reuse them for additional imports and updates. For guidelines, refer to Field Mapping Considerations.