Home Import and Update Records Child Table Imports

Child Table Imports

Last updated on Dec 12, 2024

  1. From the List View on your vsimple Home Page, filter for the data you are updating or creating and click "EXPORT."

  2. Download the export emailed to you.

  3. Click "Admin"

  4. Click "Import or Update Records"

  5. Click "Create Import"

  6. Choose the Record Type:

    1. Child Records are any table sections in the workflow

  7. Chose the Import Type:

    1. Insert: Create New Records. Vsimple ID is required for Table data (this is on your recently exported data)

  8. Click "Next"

  9. Click "sample CSV template" to download to your downloads folder.

  10. Map your data onto the template.

  11. Use the Vsimple ID from the emailed export to attach the new table data to the correct parent record.

  12. Drag and Drop or Click the cloud icon to select the proper CSV file.

  13. Click Import