Overall Steps for Importing Data

Here is an overview of the steps involved in importing data from CSV files to create new records and line items.

  1. Export the CSV template file to your machine.

    The CSV file contains the correct integration structure, with each row corresponding to a new record, and each column a field to be populated on the form.

  2. Modify the CSV file.

    Add new record data into the template CSV file, one record per row.

  3. Import the modified CSV file.

    After completing the CSV file, you can then import it back into Unifier to create the new records or line items. During the import process, Unifier validates the data. If the data passes validation, the new records or line items will be created. If the data fails the validation, you can view or download the CSV file with the error summary.

    Note: The import process runs in background, allowing you to continue your work during the import and validation process. The amount of records being imported will affect the processing time. You will be notified by email once the process is complete and the records have been imported or errors have occurred.


Last Published Wednesday, December 20, 2023