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Performing IM Import

IM Import reads your CSV or text file into a staging area. Review staged records in IM Work Edit before uploading them to the live database.

Before you start​

  • A custom IAM Template is configured for the file (see Configuring IAM Template).
  • The import file is ready, and the template starting line number skips any header rows.
  • You have a unique import ID (for example, your initials).

Steps​

  1. Open IM Import.
  2. Enter a unique import ID.
  3. Select the custom IAM Template.
  4. Browse to and select the import file.
  5. Click Execute.
  6. Review any initial errors.
  7. Open IM Work Edit and inspect the staged rows before upload.

Notes​

  • Do not use a comma delimiter when source values can contain commas.
  • Keep IM Import open until the file is uploaded so you can retry if needed.
  • If the file has a header row, confirm the template skips it before you execute.