We’ve already shown you how to import CSV flat files in a previous article.

However, sometimes CSV imports are limiting and cannot provide the depth of data you need. For example, let’s say you are importing Employee Information (contact name, number and email). However, some employees include information about their dependents and emergency contacts. πŸ‘­πŸ‘¬πŸ‘¬

Your import file is much bigger than it needs to be and becomes difficult to read and create. 😡

Fortunately, you can use our Universal Import API to provide any depth of data using JSON format. JSON can represent multi-level data or data trees.

You can import any data that can be manually entered via Universal import.

Here’s an example of a JSON format import that adds a new employee (Jane Doe) and her home location. It also demonstrates an approved and deleted project.




Special Tags

  • TryKeepExistingChildEntity (Type: Boolean) - If this tag is set to true and it is linked to the parent entity, it will try to keep using the existing entity. Otherwise, it will try to create a new one. Below is an example:

In this example, the tag is set to true so it would keep using the existing QuestionnaireSlideTemplate for each of the properties that followed it in this import. If it was null or false it would have created a new QuestionnaireSlideTemplate for each one. This would result in the properties being disconnected from the template it is supposed to be related to.

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