Steps for Importing Data

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.
In the Data Source and Destination section, browse to the spreadsheet that contains the data you want to import.
In 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 section, map spreadsheet columns to SBM fields, using the information in Field Mapping Considerations for guidance. If you have saved a mapping to re-use, select it in the Field mapping drop-down list.
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.