Records

The Records tab provides a mechanism to create or update data records in bulk.

Import Records

From the Records tab, you can create new or update data records. To import:

1. Click the Data Import Template hyperlink to bring up the Download Data Import Template dialog
   
   1. Select a data type from the Data Type drop down
      NOTE:  The data import template will include all data type data columns including those with Visible set to No
   2. Click the Download Template button to download the data import template to populate. Click the Close button to close out of the dialog. You will be redirected back to the Data Import page.
      NOTE:  The Name field of a data record cannot contain the string ” | “.
2. Once you have completed the template, browse for the data import file
   NOTE:  Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters and to format the date columns appropriately.
3. Select the data type from the drop down
4. Check Update Record Properties to update existing data records.
   TIP:  Leave unchecked when you are adding new data records to avoid updating data records inadvertently
5. Check Add Lookup Values to create related data records
6. Check Write to Event Log to log the import (may slow down the import)
   NOTE:  Force import logging (shown above) through additional ReadyWorks settings.
7. Prefilter the results by error, warning or success messages by checking or unchecking any of the three checkboxes
8. Click the Submit Import button to create or update the data records. Navigate to another page to cancel the operation.
   1. Only fields in the import file with a value will be updated (data columns will not be overwritten with blank values). This allows you to update a single data column if that is all that needs to be updated.
   2. The import function is only available to users in the Administrator and Regular User security groups
9. The results of the import will be displayed at the bottom of the page
   
10. You can view additional details by selecting an import (row)
    

Download Template

From the Records tab, you can download a template used to create new or update data records. To download:

1. Click the Data Import Template hyperlink to bring up the Download Data Import Template dialog
   
   1. Select a data type from the Data Type drop down
      NOTE: The data import template will include all data type data columns including those with Visible set to No
   2. Click the Download Template button to download the data import template to populate. Click the Close button to close out of the dialog. You will be redirected back to the Data Import page.

Format Date Columns

Date columns must be formatted correctly for the import to succeed. To format:

1. Select the Date Only or Date Time columns in Excel and right click to choose Format Cells
   
2. In the Number tab, click on Date from the Category list, and then click on Custom
   NOTE:  The order of the clicks is required so the Custom tab will have date formatting populated into the Type field.
   
3. In the Type field, enter [$-en-US]m/d/yyyy;@ (Date Only) or [$-en-US]m/d/yyyy h:mm;@ (Date Time)
   NOTE:  Entering two digits for the hour (hh) will cause the import to fail with a single digit hour (e.g. 09:00).
   
   
4. Click OK and save the CSV
   NOTE:  Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters.