Field-Wise Precautions
Preparing the data sheet is a crucial part of the data import procedure. Updating certain fields that belong to specific types needs additional care to ensure flawless import. The following table depicts the field types requiring special handling or cautions during bulk upload and how to update the corresponding field values while preparing the sheet for data import into various modules across the application.
| Field Type | Field Input (in Excel) |
|---|---|
| Lookup | Enter the main field value of the lookup module's default form Example: Email Address, Subject, and Vendor Name are the main fields for Users, Work Orders, and Vendor Modules, respectively. Note: If the field is multi-select and the field value is more than one option, you must separate the options by a comma (,). |
| Picklist | Specify only the values available in the dropdown list |
| Multi-select | Specify only the values available in the dropdown list Note: In case of multiple field values you must separate them by a comma (,). |
| Boolean | Provide the exact values defined as options in case of a radio button. The field values should be either True or False in case of a check box. |
| Date | Provide the date in string format Note: You can specify the date format for the values in the sheet while importing the data |
| Decimal | Specify the value in the SI unit, or the application reads the entered value in the corresponding SI unit based on the field metric. Example: Pressure and weight field values are read in Pascal (Pa) and Kilograms (Kg), respectively |
| Duration | Provide the field value in seconds or the application reads the entered value in seconds |
While preparing the Excel sheet for data import, ensure that you take into account the following information:
Do not misspell or use values other than the defined ones in the case of lookup, picklist, and boolean type fields.
Remember, any value is not case-sensitive.
Ensure the Excel file contains the data for all the mandatory fields (both system and custom fields) belonging to the module.
Example: The Site Name and Module State are mandatory fields for the Site module.
Failing to adhere to the above-specified details may lead to validation errors during the data import.