Table of Contents

Importing Data into a Reporting Field

Also known as: Upload Reporting Field Data, Import Dropdown Values

The Import Tool lets you load many dropdown options into a reporting field at once using an Excel template.

Tip: Importing is the fastest way to populate large dropdown lists (e.g., job numbers, part numbers).

Steps to Import

  1. Navigate to the Reporting Fields module from the Dashboard.
  2. Select the reporting field you want to import data into.
  3. Click the cloud upload button.
  4. Download the Import Template (Excel).
    • Blank template for new data.
    • Sample template for reference (delete sample data before using).
  5. Fill out the template with your data list.
  6. Save the file and upload it using Choose File → Open.
  7. Select whether to Append (add new data to the list) or Replace (clear and replace all data).
  8. Click Import to load the data.

Error Handling

  • Duplicates: If duplicate values exist, import will fail until fixed. Remove duplicates in the file or cancel them in the upload list.
  • Replace Warning: If you choose Replace, you must confirm before existing data is cleared.
  • Import Failed: If issues remain, you’ll see a failure screen. Repair the file and re-upload.

At Checkout

  • If the field has a dropdown list, users will see only those options.
  • If Allow User Input is enabled, users can either pick from the list or type a new value.
  • If disabled, they must select from the list only.

FAQ

Can I import into multiple reporting fields at once?

No. Imports are done one field at a time.

What’s the difference between Append and Replace?

  • Append keeps existing values and adds new ones.
  • Replace deletes all current values and loads only the new list.

What happens if I forget to delete the sample data?

It will be imported into your list unless removed before upload.

Edit this page