Before importing from a CSV file you need to tell Actionstep which columns in the CSV file map to data fields in Actionstep. You do this by setting up an "Import Specification" for each type of file you want to import. Go to Admin > General > Import Data to view any existing import specifications and to add new ones.
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Admin > General > Import Data |
The first screen will show a list of any existing import specifications. Depending on your system there may already be some default specifications defined.
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- N/A – Ignore this field (it will not be imported)
- File – Match to a column in your CSV file
- User Entry – The importer will prompt the user for a value when importing
- Specific Value – A fixed value for all rows
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360025846813-Data-Import |