CSV Import
CSV Import creates and/or updates multiple objects of a specific type at once from a CSV file.
Mapping headers to attributes
The headers in your CSV file are mapped to the attributes of the type you're importing into. If a header name exactly matches an attribute name, it's mapped automatically.
Object identifier
To update existing objects, choose one or more attributes as the identifier — if a row's identifier value matches an existing object, that object is updated; otherwise a new object is created. If no identifier is selected, every row creates a new object. A header matching the type's label attribute is used as the identifier by default.
Attributes that can't be used as an identifier: multi-cardinality attributes (max cardinality
1), User attributes, and Reference attributes.
Import results
- Success — every row imported without issues.
- Failure — some rows failed. Download the error CSV, fix the flagged rows, and re-import the corrected file; it will create or update objects as usual.
Supported attribute types
| Attribute type | Notes |
|---|---|
| Text, Rich Text | Any text matching the attribute's own rules |
| Integer, Decimal, Rating | Numeric value |
| Option | Must match a configured option value |
| Date | yyyy-MM-dd, dd/MM/yyyy, MM-dd-yyyy, or yyyy/MM/dd |
| DateTime | Same date formats, plus HH:mm:ss |
| URL, Email | Must match the attribute's own validation rules |
| Boolean | — |
| Reference | Value is the referenced object's label |
| User | Value is the user's display name |
| IP Address | — |
| Workflow | Value must be a state name the object has a valid transition into |
| System Image, Media | Value is a URL to the file; the response must include Content-Length and Content-Type headers (10 MB limit for images, 200 MB for other media) |
| Priority | Value must match a configured priority name |
| Location | Value is the address to geocode |
| Date Range | — |
Not supported: System Create/Update DateTime, Completeness, Calculated, Composite, Depreciation, Sequence, SLA, System Creator.
Confirmed against each attribute type's AttributeTypeRule.allowExternalUpdates flag
(libs/core/attribute-types) — Location and Date Range are supported and have been added above;
Sequence, SLA, and System Creator are not and have been added to the unsupported list.
Multi-value attributes
Attributes that allow multiple values (e.g. Reference, Option) accept several values in one cell,
separated by |:
Name,Continent,Neighbour
Sweden,Europe,Norway|Finland|Denmark
Turkey,Europe|Asia,Greece|Bulgaria|Georgia|Armenia|Iran|Iraq|Syria
CSV files must be UTF-8 encoded.