Data and permissions

Importing a CSV file

Three steps, and the third shows exactly what will go in before anything is written.

The “Records” tab has an import button. The file is a CSV, and its first row is the column names.

The three steps

Pick a file. We read the headers and guess which field each column belongs to.
Fix the matching — a column that matches no field is simply not imported.
Run a dry run: how many rows are ready, how many will be skipped and why, row by row.

The dry run and the real import are the same code on the server. The number on screen is the number that will go in — not an estimate.

An import is written to the log and to the table's history, so you can roll it back like any other change.