We've introduced a streamlined import process for custom registers, making it easier to bulk upload data while ensuring accuracy and consistency.

Import template

• Users can download the import template from the Import dialog.

• The template includes all default and custom fields relevant to the register.

Import process

• The import process is designed to support bulk data entry while ensuring data integrity and validation.

• Fields

  • If an unrecognized field is present in the file, the import fails with an "invalid field" error.

  • Required fields must be provided, and any missing or empty mandatory fields will result in import failure.

  • The system supports flexible column order, allowing data to be added or updated seamlessly across various field types, including text, numbers, dropdowns, and dates.

  • Additionally, system-generated fields, such as user and timestamp details, are automatically assigned to maintain accurate record-keeping.

• Atomic import process: If the import fails for any reason, no changes are made to the system.

These improvements ensure a more intuitive and error-proof import experience for managing custom register data. For detailed information, please visit Knowledge base: Importing register items