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Importing data via Excel files

Importing data via Excel files

  1. Click the "Import" button to open the import module for the Data Frame. The module will guide you through the import process in four steps: (1) Upload, (2) Data Mapping, (3) Data Cleaning, and (4) Confirmation.

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  1. Upload: Drag and drop an Excel file to upload it.

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For easier use, you can download a Excel template of the Data Frame. It provides the structure of the Data Frame, and the column mapping during the import process is done automatically.

 

  1. Data Mapping: Map the Excel columns to the corresponding Data Frame fields. If you're using the downloaded upload template, the data mapping is done automatically. Click on the “Next” button.

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  1. Data Cleaning: After the data mapping, the data from the Excel file is validated against the Data Frame field formats. Each data entry will be marked as either "Valid" or "Invalid," with invalid entries highlighted in red. Hover over the red cells to see details about the issue.

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  2. Data Cleaning: To fix errors for a single invalid entry, click the "Edit" button in the Actions column.

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  3. Data Cleaning: To fix errors in multiple invalid entries at once, select the affected rows and use the "Update column" feature.

  4. After fixing all errors, click the "Next" button.

You can continue the import process even if not all errors are fixed, but the invalid entries will not be uploaded.

  1. Confirmation: In the confirmation screen, you’ll see an overview of all entries and their import status. If there are any invalid entries, you can download them. Click the "Import" button to import all valid entries.