Importing records via CSV

When you already have your data in a spreadsheet — a vendor list, a contract register, a client roster — you don't need to recreate it record by record. You can import it into any custom object from a CSV file and update those records later by re-uploading the same file.

Use a CSV import when you want to:

• Load hundreds of records in one upload instead of creating them one at a time.
• Update existing records by re-uploading the same file with changed values.
• See who imported what and when from the import history.

Import records

1. Go to Directory > [Object name].
2. Click Import, then select Import via CSV.
3. Work through the three steps of the guided import: Details, Map attributes, and Validate and review.

New and existing records

Each new row in your file creates a new record. If your file also contains records that are already in Atomicwork, tick Overwrite data for existing objects to update those matching records from the same file.

Map attributes

Atomicwork automatically maps your CSV columns to the object's attributes. Review the mapping and adjust any column that landed on the wrong attribute before you continue.

Validate and review

Atomicwork validates your file before it writes anything. You'll see a summary such as "15 rows are ready to import, no errors found."

Required fields are enforced during validation, so every row needs a value for each required attribute. Optional fields can be left blank.

Track your imports

The import history lists every file imported into the object. For each import, you can see:

• Status — In progress, Completed, Completed with errors, or Failed
• Records imported — how many records were imported from the file
• Errors — how many rows had errors

We'd recommend checking the import history after any import that shows Completed with errors, so you can correct your file and re-upload it.

Related

• Creating Object Types
• Fields & Sections