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      Importing data via CSV

      Importing Data via CSV

      Upload your data into fu3e using a CSV file to create new tickets or update existing information across multiple projects.

      1. Importing to a Single Project:
        • Navigate to the specific project.
        • Select the form to which you want to import tickets.
      2. Importing to Multiple Projects:
        • Use the left navigation sidebar and select 'Forms'.
        • Choose the form for which you want to import tickets.
        • Ensure your CSV file contains a column for the project reference number.
      3. Updating Existing Tickets:
        • This can be done for both single and multiple projects.
        • Ensure your CSV file contains a column for the ticket reference number.

      Import Process

      1. Initiate the Import:
        • Once you are on the ticket list, click the 'Import CSV' button located above the list.
        • Select your CSV file for import.
      2. Mapping CSV Columns:
        • You will see the fu3e import pop-up window.
        • Map the columns from your CSV to the corresponding ticket fields in fu3e.
          • If the column headers in your CSV match the field names in fu3e, they will be auto-mapped.
          • Otherwise, use the drop-down menus to select the appropriate fields manually.
      3. Updating Existing Tickets:
        • Ensure the 'Ticket Reference' field is mapped.
        • Leave the 'Ticket Status' field empty.
      4. Importing Data into New Tickets:
        • Ensure the 'Ticket Reference' field is empty.
        • Set the 'Ticket Status' field and, if necessary, assign an assignee for the task.
      5. Start the Import:
        • Click the 'Import CSV' button to begin the process.

      Important Notes

      • Overwriting Data: Be cautious when updating data via CSV, as the file will overwrite data exactly as shown. Empty cells in the CSV will clear existing data in fu3e for those fields.
      • Creating and Updating in One CSV: If the 'Ticket Reference' column is empty, a new ticket will be created for that row. If it contains a reference, the system will update the existing ticket. Both actions can be performed using a single CSV file.
      • Larger data sets will take longer to import.

       

      Once successfully imported a confirmation message will be shown. The data from the new tickets will be available in the list and will contribute to any appropriate dashboards once that dashboard data is refreshed.