Import Data

Import Data loads an .xlsx workbook into one form, with a target mapping per sheet and a policy for how existing records are handled.

Open Data Processing, then select Import Data.

Before You Import

• The file must be an .xlsx workbook, and the first row is used as the header
• Decide which target form receives the data, and know which of its fields are required
• For master-detail workbooks, prepare one sheet for the main form and one sheet per child form; this mode only appends records
• The write mode defaults to append as new records; choose the update mode only when existing records must be matched and updated

Import A Spreadsheet

1. Select the target form, or download the template and fill it in
2. Choose the import policy: append as new records, or update existing records by a matching field; choose whether the creator is the current importer or comes from a column in the file; decide whether rows with errors are skipped; decide whether new records start approval
3. Upload the file by selecting it, dragging it in, or pasting it, and wait until Soln has parsed the workbook
4. Map the columns. Every sheet has its own mapping, and master-detail workbooks expose a main sheet and child sheets; add or remove mappings as needed
5. Fix the warnings before starting: every required field must be mapped, a creator column must be mapped when the creator comes from the file, and master-detail imports only support appending
6. Choose Start import and read the result: total rows, created rows, updated rows, and failed rows. Failed rows are listed with their row number and error, and an error file is delivered to the file bag

Verify The Import

1. Read the result step: it reports the total rows and how many were created, updated, or failed
2. When rows failed, open the error file from the file bag and fix the listed rows
3. Open the target form and check a few imported records, then confirm the job in Task Records with the status succeeded

Import Policy

Setting	Description
Write mode	Append as new records, or update existing records by matching field
Matching field	Field used to find the existing record when updating
Record ID	Shows the record ID column when it is part of the workbook
Creator source	Current importer, or a member identified by a column in the file
Skip rows with errors	Continues the import with the remaining rows instead of stopping
Submit approval after create	Starts the form approval for created records

Column Mapping

Column	Description
File field	Header of the uploaded workbook
Target field	Field of the target form
Type	Field type of the target field
Rule	Whether the mapping is required, optional, or match-only

Master-detail workbooks require a matching key mapping for the main sheet, and every child sheet needs its own completed mapping.

Troubleshooting

Symptom	What to check
Required fields are not mapped	Map every required field before starting; the message lists the missing ones
"Map the creator field"	The creator comes from a file column, so that column must be mapped
The creator cannot be resolved	The value must match a single member; use a unique email address, name, or employee number
The row reports an empty required value	Fill the required field in that row, or enable skipping rows with errors
"Match-only updates are not supported"	Master-detail workbooks only support appending; switch the write mode to append or split the import
The main matching key is duplicated or missing	Each row must reference an existing main record through a unique matching key
A matching field is empty	The matching field is required when existing records are updated