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Import data into your database

Importing data into your database is a straightforward process. This guide will help you through each step, from uploading your content to fine-tuning the imported entries.

Upload content into your database

There are three main ways to upload structured content into your database:

  1. Copy and paste:

    • Directly copy the content from your previous tool and paste it into your database.

  2. Connect:

    • Connect to a Jira instance and import issues directly into your database. This will replace the current database, removing any fields and values in it.

  3. Import:

    • Use the Import option found in the ••• (More) menu of your database.

    • You can import issues from Jira or upload files in HTML or CSV format.

Match with your database structure

When using the Import option, the import entries dialog will open after the data is uploaded. This dialog allows you to match the imported content with your database structure:

  1. Unselect the checkboxes to exclude specific rows from the import.

  2. To match columns to existing database fields, select the appropriate field in the column header. Each field can only be selected once.

  3. Select the Ignore option in the column header to exclude certain columns from the import.

  4. Type a new field name into the column header to create new text fields for unmatched columns.

Once all columns are either matched or ignored, select Apply to upload the changes as new entries into your database.

Not all imported formats can be automatically converted into your existing field types. If changing the field type is complicated, temporarily create a new text field and manually transfer the information in the next step.

Fine-tune entries and save changes

After applying the changes, the newly imported entries will be live in your database. Follow these steps to finalize the import:

  1. Review the newly created values to ensure they are correct.

  2. Use the field settings to remove any temporary fields created during the import process.

By following these steps, you can efficiently import and integrate new data into your database, ensuring all entries are accurately matched and fine-tuned to your database structure.

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