Imports

Through the admin panel, you may import a number of various model files. The following models are currently supported through Custom Imports:

Import Process

To import a model file, navigate to the Admin Panel and select Settings -> Custom Imports. From there, you can choose the model type you wish to import and upload your file. The system will guide you through the import process, including mapping fields from your file to the corresponding fields in the system.

Field Mapping

During the import process, you will be prompted to map the fields in your file to the fields in the system. Ensure that you correctly map each field to avoid data inconsistencies.

Updating Existing Records

If the import file contains records that already exist in the system, records will be updated instead of creating duplicates. To update records, ensure that you use the id field in your import file to match existing records. You can obtain the id of existing records by exporting them from the system first.

Export Templates

To facilitate the import process, you can export templates for each model type. These templates will provide you with the correct format and field names required for a successful import. To export a template, or list of records, navigate to the Admin Panel, and visit the relevant section for the model type you wish to export. From there, select the relevant models you wish to export, and use the action menu to export the records in CSV or XLSX format.

Rollback

If you encounter issues with an import, you can roll back the last import operation. This will remove all records that were added or updated during the last import. To roll back an import, navigate to the Admin Panel, select Settings -> Custom Imports, then select the Import History tab. From there, you can view the history of imports and select the option to roll back the desired import.