Import Setup

Siterra imports use schema files, which must be populated by the users. The schema file can be downloaded and is pre-formatted with information such as required attributes, lookup values, and attribute formatting.

1. Navigate to the Tools > Import/Export.

2. Click Import from the expanded menu.

   The Imports page opens.

3. On the Imports page, select Add Import from the toolbar.

   This opens the Import Process window.

4. On the Import Process page, assign a name to the import in the Name field.

5. Select the import type from the Type drop-down menu.

6. In the Format field, select CSV, XML, or EXCEL.

   Always download a new schema prior to performing each new import.

7. Click the Download Schema button to download the file.

   The browser launches a prompt to either open or save the file.

8. Select Save As and save the file to the local system.

9. In the File section of the Import Process window, click Select.

10. Once the file is selected, click Save at the bottom of the page to upload the file.

    A progress bar displaying the upload status appears in the File section.

11. When the file is uploaded, select Dry Run or Start Import.

    • Dry Run: Runs a quick validation check to determine if the file is in the correct format.

    • Start Import: Processes the file for import. Any additional errors might be detected at this time.

      Dry Run only checks for correct formatting; data validation is only done on the Start Import step.