Skip to main content

Help Center

Summary Walkthrough

This document is a bare-bones outline for the steps of using the Historical Data Tool, and will be most helpful if you have already gone through at least one Historical Data Tool import. For more detailed information about each of these steps, please reference our 'Detailed Walkthrough' help center document.

  • Create a CSV file

    • Clean the Excel doc you would like to import

    • Name and save as a .CSV file

  • System Configuration and Settings

    • Require Unique Email Address: Enable setting to allow

  • Sheets

    • Go to Settings > Data Import/Export > Historical Data Tool

    • Click Create New in the Sheets section > name sheet > choose CSV file for upload

    • Click Create to upload

    • Click the name of your sheet and make at least 1 column searchable. Click Save Settings and Import

  • Merge Sheets

    • In Merge Sheets section, click Create New > enter Name (use the same name as your initial csv import) > select base sheet (initial import) > click Create

    • For multiple sheets, click Add Sheet > locate the next sheet you imported > define connecting columns in the Parent Sheet Column and Append Sheets Column > click Create

  • Creating an Export

    • Click Create New (keep naming consistent)

    • Choose the merge sheet and the importer, click Create

  • Mapping the Data

    • Line up the columns of data by choosing the matching header in the Merge Sheet Column drop down

    • Append and Add New Columns as needed to align with the system's required fields. Choose Importer Field > input proper value > click Save

    • Check all columns are lined up and appended as needed > click Save at the bottom of the page

  • Test and Validate

    • Will show all errors that will impede your import

  • Fix Errors

    • After Test and Validate is complete, click the name of the export > View Data.

    • Fix any errors

      • Edit Errors Individually by clicking on a specific value in a row and editing

      • Edit Errors by Column by selecting a column dropdown > edit values by clicking on pencil icon

      • Bulk Edit by selecting a column and applying a rule

      • Creating a Rule on Historical Data Home Page > Exports > View Rules > Edit Custom Rules > Add Rule > select importer to apply rule to and column to make the change in > add current value and what to replace with > click Save Rules

  • Check Similarities

    • Historical Data Home page > click name of report > click Check Similarity > click name of report

    • Search by ‘Has Similarity’ > add similarity index filter > select View Data to see all errors caused by similarity

    • Click action ellipsis on right side > View Similarities. Here you can:

      • Continue importing them

        • Edit the name of the item

        • Ignore the error and continue to Finalizing the Export

        • Merge with existing item: View Similarities pop-up > check ‘Use” option > click Save

      • Stop importing these items

        • Click action ellipsis > select Unset Ready for Import

        • You could remove the item from your original CSV and start over

  • Finalize the Export

    • After editing errors and similarity check, Test and Validate again. Click on the name of the export > if no errors, select Direct Import.

    • You have reached the end of the Importing Historical Data process. CELEBRATE!

In this section: