The Data Imports tab appears if you have the appropriate permissions.

Use it to import records into a stream, a Smart Object, or into the collection of User records.

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Because a large amount of data can be imported, the import process it runs in the background.
The Data Imports tab displays the status of imports that were previously started.
When finished, you receive a notification email. 

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To import data:

1. Go to Gear Menu > Account Management > Data Imports
2. Click New Import.
3. Specify the type of import (Stream, Smart Object, or User).
   For a Stream or Smart Object, select the target destination.
4. Select the CSV File that contains the data.
5. Click Next.
   The CSV file is read, and the column headings are taken from the first row of data.
6. In the dialog that appears, map the CSV columns to the target object fields.
7. If you wish, give the mapping a name and save it for future use.
8. Click OK.
   A new record appears in the import list, with status In Process. 
   When finished, the status changes to Completed, and you get a notification email. 

Importing Users

While importing users following fields are required to be mapped:

First Name

Last Name

User Name

Email Address

 

User Name and Email Address can be mapped to same column in the CSV file. If a user record with a matching user name is found, the incoming record will be merged into the existing user record.

 

Profile User attribute can be mapped to a column in the CSV file, if the profile attribute is not mapped then Regular User Profile will be assigned to the user. 

 

List of Profiles and their IDs can be determined using the following URL

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https://us.pulpstream.com/vfr/api/profiles

 

Password attribute can be mapped to a column in the CSV file, if no password is specified, a random password is generated.

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If Time Zone and Group is not specified during import, then 'Head Quarters' Group will be assigned to the user and Time Zone will be same as Company Time Zone.

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Importing Smart Objects

Import of Smart Object records, requires that the field designated as the Record Identifier Field and the field designated as the Record Key should be mapped.

 

During import if a importing row's  record key is same as an existing record's key, then the row will be merged with the record.

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Importing Linked Records

If you had an Incident Management system, for example, you might want to import Site records and Client records into their respective Smart Objects, in order to reference them in your Incident and Investigation records. In such a system, each client could have multiple Sites, and each Site record would need to link to the appropriate Client record. 

 

To make sure that records are properly linked:

1. Import the Client records first, so that they are available for the Site records to link to.
2. Make sure that the Sites definition includes a Smart Object Field that targets the Client object.
3. Make sure that the incoming Sites data has a column that holds the Client key, as defined in the Smart Object Settings. 
   Then, when you import the data, the records are properly linked, and the site records show up as related information for each client.

During import each incoming record is validated. If there is a validation error at a particular record, the import is stopped and the user who initiated the import is notified. If after validation, a new import is initiated, it is advised that the records that have already been added/merged are removed.

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