Importing Data: Overview

Being able to Import data from sources external to Evotix 360 is an important and useful function that can save hours of manual work.

Before the import process can start, you must ensure that the files to be imported have been correctly set up and that the system has been configured to accept the file.

Importing Attachments and Users is achieved by using CSV files, which contain data about the Users/Attachments themselves and any associated records. Other data can be imported from CSV, or from a REST API source.

Imports may be initiated manually, or according to a set schedule.

For all imports, audit log records are created each time an import is initiated manually or runs at a scheduled time.

The default date format for all imports is yyyy-mm-dd. You can set a different format in the import configuration mappings.
When including double byte characters in an import, it is important to:
1. Populate the 'Allow Double Byte Characters' checkbox
2. Set the CSV import file encoding to Unicode.

Download Definitions

When preparing data for the import template, you can download a detailed definition file to understand how the import is setup.

Click Download Definitions to export an Excel file that documents the import configuration. This file provides a comprehensive reference for preparing the data correctly before import.

The definition file includes details on:

All fields and related fields included in the import
Fields marked as keys, used to uniquely identify records
Fields marked as required
Required date formats
Lookup field definitions/values
Delimiters used for multi-lookup fields

Download Template

Once an import template is configured, you can click on Download Template to export a CSV file that contains the fields matching the data import configuration that helps the user prepare the data in the correct structure before running the import.