Uploading records from a file

You can upload from these file types:

  • .xlsx
  • .xls
  • .csv
  • .txt
We recommend that you use the .xlsx template. Click the link on the File Upload page. There is a template, containing sample data, for each business object.
  1. Select a business object.
  2. Click the Upload icon.
  3. Drop the import file to the File Upload page, or browse to the file and click Open.
  4. Select one of these options:
    Option Description
    Add/Update Add the imported data to the existing data in the model.
    Caution: 
    Existing records are updated with the values from the selected file. You can protect manually edited properties from update in the Manual Adjustments step of the wizard.
    Replace Replace all existing data in the model for the selected business object.
  5. If you selected the Add/Update option, and there are manually edited properties that you want to preserve, then select the check boxes of those properties.
  6. Optionally, to ensure that the selected properties are protected during future uploads, selectSave settings as default for this business object.
    Your saved settings are written to the Manage Properties dialog box. To view or update the saved settings, click Manage Properties and turn on Import Settings.
  7. Click Next and then click Upload.
    The upload fails if the source contains invalid data, such as an invalid currency code. The Result page shows the number of invalid records, their row numbers in the source file, and the reason for failure.
    Optionally, click Save Log File to save the log to a text file. In addition to the row numbers and reasons, the text file shows the column names and the details of the failed rows.
  8. Click Close.