Enter Updated Object Data on the Import Template

You can update existing object data through Data Import a by adding field values, assigning users to roles, or moving an object to a specific workflow state. Updating object data requires the object's external reference ID, which you can obtain from a previous import template, via the Audit Trail feature, or by adding the External Reference ID data type to a report table.

If you're importing geolocation data, you must manually create columns on the import template and follow certain requirements. See the Import Geolocation Data article for more information.
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.

To enter updated object data in the import template:

  1. Open the data import template. See the Create an Import Template article for instructions on generating this spreadsheet.
  2. Click an object type tab, which are highlighted, to select its worksheet (e.g. Risk). Relationship tabs are labelled with the monogram of the object type they're saved on and their object type group (e.g. R - Control). Tabs are generated in alphabetical order. See Enter Relationship Data on the Import Spreadsheet for instructions on mapping relationship objects. Tabs on an import template spreadsheet. Object type tabs are highlighted (e.g. Risk and Risk Category) and the relationship tabs are labelled by their associated object type's monogram and object type group.
    Modifying any of the auto-generated headers in rows 1-4 of the 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 and follow certain requirements. See the Import Geolocation Data article for more information.
  3. On row 5, column a, below External Ref ID, enter the object’s external reference ID.
    You can retrieve the object’s external reference ID from a previous import spreadsheet used to import the object, through a spreadsheet generated by the Audit Trail feature, or by adding the External Reference ID data type to a report table.
  4. Enter the data you want to import under the appropriate column. If data field, role, or workflow data already exists on the object, this data will be overwritten by the imported data. See the Enter New Object Data article for more information on entering field, role, or workflow data in the spreadsheet.
  5. Save your changes.
  6. Upload the spreadsheet.