Import Records in an Entity

To import records from your local machine to an entity, do the procedure in this topic.

Figure: Import Data screen

Import Data screen

Prerequisites

How to Start

  1. Click App Builder.

    Build Apps screen
  2. On the App Explorer screen, click Data Entities.

    Click Data Entities Screen
  3. On the Data Entities Home screen, click Entities.

    Click Entities
  4. On the Entities screen, click an entity.

    Entities screen
  5. On the right side of the screen, click Ellipses (...) > Import Data.

    Click Import Data

Procedure

  1. On the Import Data screen, do one of these:
    • Click Download Data Template.
      1. On the downloaded data template Excel file, create or update records.
      2. Click Select a file.
      3. Select the downloaded data template Excel file from the local machine that has the records to import.
    • Click Select a file.
      1. Select an exported Microsoft Excel, XML, or JSON file from the local machine that contains the records to import.
  2. Click Import.