Data Import Overview

Using the Data Import feature, you can create or update objects and map relationships between two objects by entering data into a template generated from the settings, then uploading that template into Core. This feature allows you to add or edit data in an object's field values, roles, and states, but this feature cannot create new object types, fields, or relationships and does not support assessment data.The Data Import page.

Important Notes

  • It's recommended that only users with advanced knowledge of Core and its configurations import data.
  • This feature allows templates with up to 15 MB of data to be uploaded. If the file is zipped, up to 500 MB of data from a single attachment can be uploaded. If a zipped file contains multiple attachments with an average file size of less than 1 MB, up to 200 MB is accepted.

  • Depending on the complexity of the relationships and formulas, it's generally recommended that the Defer processing of formula and permission recalculations option is selected for imports that include more than 50,000 objects.

  • If you're importing a large amount of data or data that includes role assignments, the import process may not complete immediately, depending on the amount of data, the complexity of the role's permissions, and/or the number of roles being assigned. In this case, a message will be displayed when the import is in progress and when it's completed. 

  • Data Import cannot create new object types, fields, or relationships. 

  • Data import does not support assessment data.

  • Modifying any of the auto-generated headers in rows 1-4 of the import spreadsheet will cause an error when the template is uploaded. However, if you're importing geolocation data, columns for this property must be created manually.

  • There may be a delay in completing imports that include role assignments, depending on the complexity of the role's permissions and/or the number of roles being assigned.

  • Workflow transitions and actions are not activated on imported objects.

  • Blank values in the spreadsheet are ignored when uploaded into Core. Therefore, you cannot delete existing property, field, role, or workflow data by entering a blank value in the spreadsheet.

  • If a field, role, or workflow already contains data, importing into that field, role, or workflow will overwrite any existing values.