2.7. Import Records without Relationships

SharePortals provides a mechanism to import data for a particular record type. The data can be supplied in Excel or CSV.

*SharePortals can only process up to 5,000 records in a single import batch. For larger imports please split the import data into smaller sets.

How to import records from a spreadsheet

1. In any record list view locate the Data drop-down and select Import from | Excel

2. Use the Chose File button to browse your local file structure and select a suitably formatted data file. The example below uses a file called ‘Contact Import 8000.csv’.

3. Click Next.

4. The next view presents each data column found in the data source and allows you to map a record field to each of those columns. Toggle Include first row in Import to indicate if your data file has a header column or not.

5. Click Import when done. A small import progress card appears in the lower right-hand corner of your browser.

!Whilst the import is progressing you can switch to another application or browser tab. However, closing the progress card or the browser tab will terminate the import process!