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- In the CMS, navigate to Advanced Settings → Data Import.
- Locate the profile you wish import data for and click 'Run'.
- The Required Fields are listed at the top of the page. Your CSV import file must be in this format.
- Click 'Download Blank CSV File' if you wish to download a template with the correct format and column headings.
- Note - If your site is on version 3.87+, you can also export the existing data for this profile (see below).
- Select optional functions:
- Replace Table - this will delete ALL records in the table and replace it with the data in your CSV file. Use with caution!
- Ignore headings on first line - this will skip the first line in the file; tick this if your document has a header row.
- Either click 'Select' to browse to your import file, or (if your browser supports it), drag and drop the file into the dialogue box.
- Click 'Import Now'.
- Your file will be imported and feedback (error and success messages) will be displayed in the dialogue box.
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- In the CMS, navigate to Advanced Content → Data Import.
- Click 'Run' against the required profile.
- When the import page loads, click 'Export Existing Data'.
- Your data will download to a .csv file, or if more processing time is required, will be emailed to you as a link (to protect your site's speed and performance).
- Modify your data as required, then follow the steps for 'Importing Data' above.
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