You can import primary job data from Excel using the wizard. The import profile created in this wizard can be used in the import wizard, import dashboard, or remote task.
To import job data from Excel
1. Navigate to Job Management.
2. On the Import menu, click Import Job Data from Excel.
This displays the following screen:
3. Click Next.
This displays the following screen:
For further steps, refer to the article, “Understanding the Import Wizard.”
4. View the following video for a walkthrough of the wizard:
The steps in the wizard pages are summarized in the following table:
Wizard Page | Steps | Description |
|---|---|---|
1 | i | Introduction |
2 | ii | Upload the Excel file or select a previously uploaded file |
iii | Create or select an import profile name | |
3 | iv | Select the worksheet and rows |
v | Define formula columns (optional) | |
vi | Select the master template | |
vii | Set job import options | |
4 | viii | Automatically or manually map Excel columns to database fields |
5 | ix | Define custom script code (optional) |
6 | x | Select run options |
xi | Run import | |
7 | xii | View results |
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