The following example will create and link multiple Events to a single Stakeholder that already exists in the system.
Selecting this option will open 2 other drop-down menus underneath where you can choose the information on the existing record you want to link it to. A common example for this selection is importing multiple Events and linking them to a specific Stakeholder.
1. Field to search on: Depending on the type of record you're linking to, a variety of options will appear in this drop down menu. For the most reliable results, we recommend choosing the record ID which can be found above the details on the record's profile.
2. Value to Search on: This is where you would enter the value the system should search for to link it to the applicable record. In this case, the Stakeholder's ID is 44.
After making the above selections, click 'Choose' to upload your .csv (3).
This will ‘parse’ the data in the spreadsheet to the right-hand side of the screen where you can map the columns to the fields on the entity you’re importing. At the top of each column will be a drop-down selector with all the fields you can select to import the data into.
Once you have mapped your columns to the corresponding fields, click ‘Save & Execute’ to run your import.
If you’re importing a large amount of data, you can navigate away from the importer page, and it will continue to run as you perform other tasks. You will get an email when the import has successfully finished