Imports: bring records in from a spreadsheet

Imports bring the records you already have into DukeOS from a spreadsheet. You match the columns, check a preview, and DukeOS imports the rest in the background.

What you can import

You only see the imports your role allows.

Import a file

1. Save your spreadsheet as CSV (in Excel: File → Save as → CSV).
2. Go to Settings → Data and choose Import.
3. Under What are you importing?, pick the type. Click Download a template if you want a file with the right columns.
4. Click Choose a CSV file.
5. Under Match the columns, choose the column for each field, or — Not in the file. Tell DukeOS how Dates are written (day first, month first or year first).
6. Click Check the first rows. DukeOS tries the first 20 rows without saving anything and labels each one New, Added to existing, Already there or Problem.
7. If it looks right, click Import with the number of rows.

The import runs in the background. The results page shows how many rows were New, Added to existing, Already there and With problems, and lists the rows that weren't imported with the reason.

Limits

• CSV files only (not .xlsx), up to 2 MB and 10,000 rows. Split bigger files.
• Contacts whose email is already in DukeOS are skipped. For memberships, people already in your contacts get the membership added.
• Product categories that don't exist yet are created. Tags must already exist unless your role can add tags.
• Custom fields aren't imported today.