How to Upload Data

You can upload bulk records into a Dataset, Data Forms and Form Tables by importing a CSV or Excel file. This allows you to bring in large amounts of data quickly, with options to either append to existing records or replace them entirely.

Step 1: Upload File

1. Upload or drag-and-drop a CSV or Excel file into the uploader.
2. Choose the import mode:
   Append → Adds the new rows from your file to the existing dataset.
   Replace → Removes all current dataset records and replaces them with the ones in your file.
3. If your file has a header row (column names in the first row), select Yes for Top Row Header. Otherwise, select No.
4. For CSV files, select the correct separator (e.g., , or ;) to match your file format.

Step 2: Mapping

After clicking Next, the system previews the first 5 rows of your file (header row will not be uploaded). Map each file column to a dataset field:

• To skip a column, leave its mapping blank.
• Key Field is mandatory and can only be selected once.
• Only mapped fields will be uploaded.

After confirming mappings, click Upload. Data import will begin. If there are datatype mismatches (e.g., a text value in a number field), errors will be shown. A summary will display the number of records successfully uploaded and any errors encountered.

File Requirements

• File format: CSV or Excel only.
• Pictures and attachments cannot be uploaded via import.
• Checkbox values must be true / false.
• Numbers must be valid integers or decimals.
• Date values must be in date or datetime format.
• For Datasnap, Datalink, Userlink → provide their keys; links/snaps will be auto-created.
• For Multiselect → separate multiple keys with ;.