The Data Loader utility is an Enterprise-level feature designed to simplify large-scale data imports, allowing you to quickly add thousands of new records, like cost codes or employees, with just a few clicks. It can be used independently by Enterprise subscribers after learning the setup and terminology.
Access Note: If you are a non-Enterprise user, you can review these steps to understand the feature, but you will need to contact your Customer Success Manager (CSM) to explore platform access or discuss data alternatives.
To Create Information
Click the dropdown chevron next to Administration on the left navigation panel.
Click Data Loader.
Select the appropriate item type from the Object dropdown menu, such as Classes, Employees, or Locations.
Click Get Template to download a blank .csv file formatted for your chosen object.
Open your downloaded .csv file and review the column headers to identify whether the information needed is Required or Optional.
Fill in the blank template with your new record data.
For any column header ending in "Id" (such as LocationId or StockLocationId), insert an exact GUID (Global Unique Identifier) string representing an existing value pulled directly from your production database.
Check your newly entered data fields to ensure your spreadsheet editor has not dropped leading zeros (turning 001 into 1) or altered date values into raw numbers.
Save and close the completed .csv file without rearranging or changing the default column order.
Click Create.
Select your newly completed .csv file from the system popup window and hit Open to import and create your new records.
Critical Data Loader Formatting Rules
Working with .csv Files
Data loader files must always be saved in the .csv format; any other file types will fail to import into the system.
Excel and standard spreadsheet programs often drop leading zeros (turning 001 into 1) or convert dates into raw numeric values. Always review your filled-in data for these errors before loading it in.
The default column order cannot be rearranged under any circumstances, though you may delete optional columns that you are not actively using to fill in data.
Understanding GUID Values
A GUID is a unique string of letters and numbers that represents an existing value in your database and is not modifiable or transferable.
Important: A GUID value generated inside a sandbox environment is completely meaningless in your production database. Always pull GUIDs directly from the environment where you are creating the new records.