About CSV imports
CSV imports are an Admin-only feature that enables the creation of Module items with a single CSV. Admins will see the option to Import a CSV on every Module dashboard.
CSV imports are perfect for organizations that want to transition a number of existing work items into Qatalog or quickly create tens or hundreds of items in one go.
Who can use CSV imports
At this time, only Qatalog Admins can use the CSV import feature to bulk create Module items.
Importing a CSV
1. Access Imports: to start your import, go to your desired Module dashboard and click Manage > Import (can't find your Module dashboard? You may want to check Navigation to make sure there's an easy way to access your Module items).
2. Upload your CSV: You will see a prompt to drag-and-drop or click to upload your CSV. We highly recommend you download and use the CSV template provided: the template will show all the Module's required fields (as columns) which will make the field mapping step easier and reduce the number of potential errors. Once you are happy with the information in your CSV, add your CSV to the prompt.
3. Map your fields: Next, you'll see the Field Mapping step where you map your CSV column names/fields (on the right side) to the Module item's fields (on the left). If you used the CSV template, this step should be pretty straightforward because the field names will be virtually the same. Fields with asterisks are required and must be mapped; fields without asterisks can be skipped if desired. You also have the ability to toggle ON/OFF "Allow partial uploads." By default, "Allow partial uploads" is toggled ON which will guarantee that as many records as possible will be created from your CSV. Learn more.
4. Confirm upload: Once your fields are mapped and you click Next, you'll see a confirmation screen that shows the number of Module items Qatalog will attempt to create based on the number of rows in your CSV. Click Start Import to initiate the upload process.
5. Creation confirmation and errors: One the upload process has concluded, you'll receive a message with the number of successfully created items or failed items that occurred. If there were row failures, we highly recommend clicking on the URL provided to download a copy of your failed records. Your failed CSV should provide signal on why the CSV failed and what rows had issues. Once you've resolved the issues, you can try uploading again. Otherwise, enjoy your newly created items!
Import success (left); Import failure with link to download error records (right)
Troubleshooting CSV upload errors
Things to check if your CSV Import failed or had failures.
1. Check the error messaging in the CSV of failures. Each row with an error should have a descriptive error reason.
2. Check date formats. At this time we can only accommodate YYYY-MM-DD formats.
3. Cross-check input fields with sanctioned fields in your Module builder. If you're uploading to a single select or multiselect field, your inputs must exactly match the options available within your Module settings. These fields are case sensitive. If you are unsure of all of the inputs, see what is provided in the CSV template and/or visit your Module's fields by going to Settings > Modules > select your Module > Fields.
These are all the acceptable inputs for the "Geo" field in uploader. Case sensitive! (Journey: Settings > Modules > Campaigns (a Module) > Fields)
4. Make sure "Allow partial upload" is toggled ON. "Allow partial upload" is the most permissive form of upload: it ensures that if there is a row with error, only that row/record will fail. If "Allow partial upload" is toggled OFF, any error in any row within your CSV will cause the entire sheet to fail.