So you have your brand new app configured and ready to go. You start entering some of your data, but find that the process is very repetitive. Or maybe you are migrating data from your old system and the sheer volume of data you have to enter into your app makes your knees buckle 🧎‍♂️. As you prepare to type your data in one by one, you start to wonder 🤔, "Is there an easier way to do this?" or "Can I bulk import data into the system?". You are in luck! 🙌 The answer to those questions is a resounding "YES"! Prepare to be blown away by Universal Imports!

How to use Universal Imports

First, click the Connections option from the left menu

This would take you to the Job History page. To create a new Universal Import, you would have to click the hamburger menu icon (☰) on the top right of the screen and choose Run A New Import

On the next screen, Select Universal Import, then click the Next button

Select your import file (for instructions on how to create a universal import file, click here), select the Delimiter (comma, semicolon, or pipe), and hit Save & Next.

On the next screen, you would have to provide the entity you are importing to and what kind of import you are trying to do. The import would try to suggest which entity you are trying to import to based on the fields you have on your file. You would also have a few options on what you want your import to do. Verify that they are correct and click Save & Next.

Depending on what you want your import to do, the next screen might look different. But generally, the screen is asking you to map the fields you have on your file to the fields existing on the site. As with the previous screen, the process would suggest fields based on what you have on your file. Verify the mapping and then hit Save & Run.

You would see the Job History screen next. Check that your import was completed successfully. For any failures, click the pencil icon to learn more.

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