Configuring an Import

Configuring an import involves defining what needs to be imported, where it needs to go and how frequently it needs to occur. There are two ways to configure an import. The following sections describe the process in detail.

Prerequisites

Prerequisites

You must have the Policy: Maintain Events/Imports/System Settings/Rollups assigned to your Role to:

  • configure imports
  • manually initiate imports

In This Section

To configure an Import (Import Wizard)

To configure an Import (Manual)

Email Responder

Rest API

CSV File

Mappings

Import of Lookups

See Also

Importing Data

Importing Data: Overview

Importing Users, Attachments and Lookups

Initiating an Import

Log Files

Example: Importing into the File Storage Component (Attachments)