Import a CSV File

To import a CSV File

1. Click on the Admin tab.
2. Click on the Import/Export subtab.
3. Click on the Add Files button under the Import section at the top of the page.
4. Find your file on your computer or network and click on Open. The uploaded file will appear at the bottom of the import list.
5. Choose the appropriate import type from the drop-down box that appears in the File Type column.
6. Click on the Start button and wait for the Status column to read File Ok and display the number of rows to be imported.
7. Click on the Preview button and confirm that all data columns are present and the data is formatted correctly.
8. Click on the Preview button and click on the Preprocessed Data link to confirm that all data columns are present and the data is formatted correctly.
9. When the progress bar reaches 100% the Status column will report how many rows successfully imported and if any errors resulted.
10. Repeat steps 3-9 once the revised CSV File is ready for import. 
11. Click on the Failed Lines link to review a report of the line item errors that need to be revised on the CSV file.  
12. Once the file is revised repeat steps 3-12 until all rows have successfully imported without error.

Automated SFTP Imports

Compligo can be setup to automatically import a CSV file from an SFTP server on a schedule.  Contact Compli Support for more information.

Permissions

The Customer Super Admin user role is required to Import a CSV File