Importing Data Manually through the Importer Tool

Overview

The simplest way to import data is to use the SEAtS file import templates and importer in the user interface, which allows you to manually upload data files in CSV UTF-8 file format. This method is suitable for small or occasional data imports. For large data transfers, contact support@seatsone.ai or your SEAtS project manager.

Permissions

Permissions for the Imports area are controlled by Access Profile Permissions in the Admin Site. Access allows a user to access the imports area; Add allows a user to add files to import.

Instructions

1. Log into the Admin Site.
2. Click on Imports on the menu.
3. Click into the box to select the file you wish to upload, or drag and drop the file into the box area.
4. Select the Import Type that matches the data file selected for import.
5. Click Validate File — this will test the file is in the correct format.
6. If validation fails, check the format of the data file and that the correct import type has been selected and try again.
7. You can click Get Sample File for each Import Type to check an example.
8. Click Process File if the validation was successful.
9. The system will confirm the file has been uploaded and will be processed.
10. This may take some time depending on the size of the file.