Import Tool

The Apricot Import Tool allows data from an Excel spreadsheet in .csv format to be inserted into the database.

It can be used to create new records in bulk, update old records, move data from one form to another or connect existing records with links. Imports can be reverted, however, any record that has been modified since having been imported will not be reverted.

Importing multiple values into a multi-select field will need to be separated with a pipe( | ). See screenshot above as an example.

Below are some detailed and specialized articles on how to use the Import Tool to accomplish specific tasks:

Import Create Tier 1 Records

Import Create Tier 2 Records

Import Update Tier 1 Records

Import Update Tier 2 Records

Import Links

Building a Record ID-Based Report for Importing Data

Row Level Program Assignment

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