Easy import

Easy import is a simplified import process that enables you to import only the columns you want.

Only admins can use easy import. You can import data to tables within the current scope and tables that grant write access to other applications.

Easy import template validation

Each import template must pass two sets of validation.

Type of validation	Stored in	Results of failing validation
Client-side validation	Import template	The template highlights the invalid cell.
Server-side validation	Instance	The import pauses and displays an error message.

• Download an import template
  Select the list you want to import data to and create an import template from that list.
• Add a record in the template
  Add rows to the template to create new records.
• Update a record in the template
  Modify rows in the template to update existing records.
• Import a record from the template
  After updating the import template with new data, import the template to your instance.
• Show reference fields as lists in Excel templates
  Display selected reference fields as lists in Excel templates to simplify data selection and updates.
• Easy import template validation
  Each import template must pass two sets of validation.
• Easy import properties
  Several properties control the behavior of easy import.