Importing and Maintaining Lists Using the On-Demand Import

Objective

After completing this lesson, you will be able to import custom list items.

Custom List Import Template Overview

You can import list data using Web Services (API), an Excel import, or a CSV import.

The Excel/CSV list import process has five steps:

  1. Download the list data spreadsheet.
  2. Populate the list data spreadsheet.
  3. Upload the list data spreadsheet.
  4. View the initial field validation results.
  5. View the import results.

Manage Custom List Items Using the On-Demand Import Template

To import a list:

Steps

  1. On the List Management page, select Import, read the instructions, and then download the spreadsheet template. Populate the spreadsheet with the list details.

    List Import page.

  2. On the List Management page again, choose a list from the Select a List Name drop-down menu, or select New List.

    List Import page.

  3. Select Choose File, select the file from your local drive, and then select Upload Your Data.

    List Import page.

  4. On the Field Validation Results page, review the details of the validation to confirm that no errors occurred during the import process. If you received errors, correct the spreadsheet, and then import the list again.

    List Import page.

Import Results Review

To view import results: Select the Review Import Results tab, enter the appropriate import data, and then select Search. All of the imports on that date, the number of records processed, and the number of records rejected are displayed.

List Import Results page.

Learning

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