Import Records in an Entity
To import records from your local machine to an entity, do the procedure in this topic.
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Background and Setup
Prerequisites
- On the New Entity screen or Entity screen > Details tab, turn on Allow Record Import.
- Downloads records
as a Microsoft Excel, XML, or JSON file.
For more information, refer to Export Records from an Entity.
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.
How to Start
- Click Data Entities.
- On the Data Entities Home screen,
click Entities
.
- On the Entities screen,
click an entity.
- On the right side of the screen, click Ellipses (...) > Import Data.
Procedure
- On the Import Data screen, click Select A File.
- Select an exported Microsoft Excel, XML, or JSON file from the local machine that contains the records to import.
- Click Import.