You can import your external data using Witly Import Wizard after preparing your data. See below on how to prepare data for import. 

1. Clean up the import file for accuracy. This includes updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.
2. Compare your data fields with your app fields you will import into so that it can be mapped into the appropriate fields in Witly.
3. Do not forget to prepare your file in a comma-separated values file (.csv). 

Note: Witly accepts imported files in a comma-separated values (.csv) file only.

After preparing the data, follow the steps below to import your data into Witly.

1. On Setting Homepage, click Import Data link under Data Management.
2. You will be directed to Import Homepage which contains the following columns.

2.1. Filename: The name of an import file. 

2.2. Module Name: The module that will be imported.

2.3. Status: The import file status.

2.3.1. Pending: The import process has not started.

2.3.2. In Progress: In the process of importing.

2.3.3. Completed: Successfully imported.

2.3.4. Failed: Unsuccessfully imported.

2.4. Row Count: The total number of rows in the file.

2.5. Complete: The total number of successfully imported rows.

2.6. Error: The total number of imported rows with error status. 

2.7. Download: Download the result of the import file. In case of unsuccessfully import, the error messages 

  will be displayed at the rows where error occurs.

2.8. Submit By: The name of the user who imports file.

2.9. Submit Date: The request date to import file.

2.10. Action Date: The date when the system begins to import file.

2.11. Error Message: The message that shows the error during the import.

Witly imports file in Batch process which means the import process will not begin immediately, but instead it will be starting 1 to 5 minutes after users have submitted the file. Import times vary depending on the total of records. The more import records, the longer import times. Once the import process is finished, ‘Workflow Import Completed’ will be triggered and you can set up the prompt notification in the system.

 3. Click Add New Import, you will be directed to Import Wizard page. 

 4. In Import - Step 1: Select module and related module you want to import data.

 5. Upload a file.

 6. Click Next to continue. 

 7. In Import - Step 2:Set File Properties - In this step, you must define import properties which includes the 

following setting. 

7.1. Set first row of data as the header row.

7.2. Create new records only or create new and update existing records.

7.3. Record matching type: Set the fields for matching the records (in case of an update, the fields will be 

  used for matching the records).

 8. Click Next to continue to Step 3: Field Mapping

 9. Step 3: Field Mapping - In this step, you can map your Witly fields with the header column fields from the import file. This page contains the following information. 

9.1 Mapping Field History: To record the mapping history log. If you use the same file with the fields remain unchanged, you can choose the mapping file from the list and click Map Field. Witly will automatically save the mapping for the next import process. 

9.2 Module Field: Display the fields from the chosen module. From the below screenshot, we choose to import Customer module, thus the header name will be automatically changed to Customer field. The header name will be changed according to the module you import. For example, if you choose to import Contact module, the header name will be automatically changed to Contact field.

9.3 Import Field: Display the fields from .csv file by having the first row data for selection.

9.4 Format: In case that the import data has the format such as date field data type, you can define the input format to ensure that

9.4.1 GetData: Use this function to extract data from string. For Example, If your data is JobNumber=20190101. You can use JobNumber=${GetData()} to extract value 20190101 and only extracted part will be import to your module.

9.4.2 GetData(N, Char): This function is use to extract data from string at specific location. For Example, if you data is offset=1;2;3. You can extract value 2 by usingOffsets=${GetData(2, ';')}

9.4.3 Format: Use to specific data format. For Example, If you data is BirthDate=01/12/2000 23:30:00. You can use BirthDate=${"dd/MM/yyyy HH:mm:ss":GetData()} to extract date part 01/12/2000 23:30:00

9.5 First Row (Sample): Display the sample of the first row from the import data to see whether the field mappings are correct or not. 

 10. When data mapping is completed, click Save.

 11. The system will save the import data file with Pending status and await for processing.

 12. The system will process the import data file and change the status to In Progress. When the process is 

  done, the system will change the import data file status to Completed or Failed and show the total number 

  of successfully imported records. You can also download the file with its error messages for each record to 

  edit and reimport the file.