Import Field

The identifier for the field on the CSV file.

For

• CSV files, this is the column number. The first column in the file is always column 0.
• imports via API, this is the field identifier in the returned payload.
  For example: $.incident_date

Destination Field

The field in the application, into which the value in the import will be stored.

The Field ID can be obtained from Component Management (Designer Component Management)

Example (based on the Action Form): Destination Field is bms_9999999_1696 for Action Category

For User imports, which cannot be obtained from the Field Picker the Destination Field values are as follows:

UserName, FullName, EmailAddress, Description, AlternativeUserID, ActiveAccountFlag, TemporaryDisabledFlag, Domains, LoginType, TimeZone, Dashboard, Locality

Key

Checkbox to specify whether this field in the import is to be used to determine whether a new record is created, or an existing record is updated.

• Box ticked: updates existing records if one exists with a matching key in the destination component. If none found it will create a new record.
• Box un-ticked: adds new records.

Required Field

Checkbox to specify whether this is a required field in the import.

If this field is missing in the import the record (row) will be skipped.

Encrypted

Checkbox to specify the contents of this field should not be displayed in the import logs.

For example, may be used for the password column in the import file.

Ignore Null Value

If a field is NOT marked as "Required" this checkbox allows nulls to be imported.

• Box ticked: imports records containing nulls.
• Box unticked: skips over and does not import the null values.

Note: This setting is ignored if the field is marked as "Required".

Use AutoNumber

Ticking this box will generate an Auto Number for the data (row) during the import.

The 'Import Field' in the field mapping can be left blank when choosing this option.

Create New Lookup Items

A checkbox to allow new lookup item values to be inserted as records are imported

• Box ticked: imports new lookup items with imported records.
• Box unticked: skips over the unrecognized value. The remainder of the record (row) is imported.

Default Value

Allows a specific value to be set for all records created/updated as part of the import (e.g. can be used to set the status of a record).

Can use the Unique Id or Item Id (if one exists).

For values such as 'status', the unique ID for these values will need to be obtained from the database.

Note: fills blank fields but does not overwrite existing values in import file

Date Format

For ‘Date’ fields in the source data, you can specify which format they are in.

If left blank, the system will assume the dates are in 'yyyy-MM-dd' format.

For example, if the source data has dates like ‘20230101174008’, you can specify the format as ‘yyyyMMddHHmmss’

Multi Lookup Field Delimiter

Can specify the item used to separate values such as

• ;
• ,
• |

If using a comma (,) be careful not to create a new item when you only want to separate a long lookup item.

If the Lookup Field Delimiter is left blank, the system will use a semicolon (;) as the default delimiter.

Value Mapping

Generally used when importing YN fields (obj.com.bmssolutions.QuestionYNonly) and Status

Example:

Import csv for 'Close this Record' field is Yes

• From Value = Yes
• To Value = 1

Checkbox will be ticked

Import csv for 'Close this Record' field is Yes

• From Value = No
• To Value = 1

Checkbox will be un-ticked