Bulk Upload

How to Upload Many Entries

To migrate data from one source to another, the easiest option is often to upload a CSV file. On Rails, we support bulk data upload exclusively through this file format.

Before you upload your file, ensure that you have an appropriate location to store the data on Rails.

1. If you are upload a list of Contacts/Company's/etc, make sure that you have an Object of that name.

2. Ensure that the columns on the CSV have matching Fields. For example, if you have a field titled 'Last Name', ensure there is a matching field with a similar name where you are uploading the data. Look here for more information about creating fields.

Click into the Object

After following the above steps, click into the Object you'd like to upload your data to. For our example, we will be uploading a list of Contacts.

Click into the UPLOAD CSV Button

Click into the UPLOAD CSV button to begin the Upload Process.

After uploading the file, the following prompt will appear:

Match Columns on the CSV to Appropriate Fields

On the left hand side, we see the names of the columns on the uploaded file. To match them with the appropriate field, simply select the appropriate field on the dropdown.

Press Next to preview and finalize the changes!

Notes:

Uploading Date fields is partially supported, use the following function in Excel/Sheets to convert a Date to a Timestamp before uploading:

• =(A1-DATE(1970,1,1))*86400*1000

• =(DATEVALUE(LEFT(A1,10))-DATE(1970,1,1))*86400*1000

Pivot Fields

By default, we match reference fields by the Display Field.

For example, if you're tagging Contacts on a Company, the Pivot field will be Full Name (The Display Field).

In this example, any Contact with the Full Name 'John Doe' will be matched to the reference field if available.