Data Import

An overview of how you can use Data Import to create or edit object and relationship data, including instructions on completing and uploading the import spreadsheet.

Data Import Overview

An introduction to the Data Import feature, which allows you to import data into Core using a spreadsheet.

Create an Import Template

Instructions on generating a template to import object and relationship data into Resolver Core.

Enter New Object Data on the Import Template

How to record new object data for import through the Data Import tool.

Enter Relationship Data on the Import Template

How to record relationship data to import into Core using the Data Import tool.

Enter Updated Object Data on the Import Template

How to record updated object data for import into Core using the Data Import tool.

Import Using External Reference IDs

How to import data into duplicate Core organizations using object type and relationship type external reference IDs.

Import File Attachments

Instructions on importing files into Attachment fields via the Data Import tool in Resolver Core.

Upload the Import Template

How to upload the import template into the Data Import tool.