Reference 360 > Import data > Import process
  

Import process

Your user role must have permission to import data.
To import data, perform the following tasks:
  1. 1Upload a CSV file to import.
  2. 2Verify the automatically mapped fields. Manually map the fields that have incorrect mapping to ensure that the columns of the source file match the target fields.
    3. When you import hierarchies, map the source columns with the required target fields. The automatically mapped fields display confidence indicators to indicate the accuracy of the mappings. If fields have low confidence scores or incorrect mappings, manually map the source columns with the required target fields.
  3. 3Preview and verify the field mapping and import the file.

Step 1. Upload a file

To import data into Reference 360, upload a CSV file with code values or value mappings.
Review your CSV file and note from which line data in the CSV file starts. In the Import Data Starting From Line field, enter the line number from where you want to import data.
    1From the Explore page, search and open the code list, crosswalk, or hierarchy.
    2Click the Import Values icon.
    The Upload File page of the Import Values wizard appears.
    3To select a file to upload, drag a CSV source file, or click Browse and select the source file.
    The first 10 rows of records appear in the preview section.
    4In the File Import Settings section, verify the system suggested settings based on your data, and update any incorrect settings.
    The following table describes the available import settings:
    Field
    Description
    Delimiter
    A character that represents the break between data values in the import file. Select a predefined delimiter or select Other to define a custom delimiter.
    Text Qualifier
    Symbols used in the file to enclose a string.
    Encoding Type
    Unicode encoding type.
    Import Data Starting From Line
    Line number in the file from where you want to import data. Use this field to exclude headers. Default is 2.
    Contains column headers
    Indicates whether the source file includes column headers.
    Column Header Row
    Header row number in the file.
    Regional settings
    Indicates whether you want to configure date and time formats.
    Date Pattern
    Format of the date fields in the file.
    Date Time Pattern
    Format of the date and time fields in the file. The supported time zone is in UTC (Coordinated Universal Time).
    Decimal Separator
    A character used as a decimal separator. Default is period (.).
    Thousand Separator
    A character used as a thousand separator. Default is comma (,).
    5Click Next.
    The Map Fields page appears.

Step 2. Map fields

After you select the file to import, the import process automatically maps the possible columns to the suitable target fields. You can either use the system suggested mapping or modify the mapping as required.
    1On the Map Fields page of the Import Values wizard, verify the system suggested mapping of fields.
    2To manually map any field, perform one of the following tasks:
    Note: When you import related code values into a hierarchy, manually map the source primary key columns from the source file to the target fields.
    The import process maps the field accordingly.
    3Verify the mapping of all fields and ensure that all the required fields are mapped.
    4Click Next.
    The Preview and Import File page appears.

Step 3. Preview and import data

After you map the fields, use the preview section to review and verify the mapping, and then import the data.
    1On the Preview and Import File page of the Import Values wizard, verify the mapping.
    If the preview does not return desired results, you can go back to the Map Fields page to map the fields again.
    2To import the file, click Import.
    The import process starts. You get a notification after the import process is complete.
You can view the status of the import on the My Jobs page. If the import job fails, click the Download icon in the Status column of the failed job to view the error report. For more information, see My jobs page.