Importing Data

Import data files into database sources within your organization quick and easy.

Database Source Upload CSV's

From either your "Database Source" view or your "Imported Data" view, you will select the "Upload Data" button.

A modal will pop up for you to enter all of the information regarding the data file as well as attaching the data file itself.

Inserting CSV Data

Within the pop up modal titled "Add File to Database Source" you may drag and drop or select "Browse Files" in order to attach a CSV file to upload.

Steps to Import File

Within the pop up modal titled "Add File to Database Source" you may drag and drop or select "Browse Files" in order to attach a CSV file to upload. To complete the import follow the steps below.

1. Add a file name which is how it will be seen once it's imported.
2. Select which database source this import should be attributed to.
3. Select the data upload time (At the current moment, Pingtree only has the option for an instant import)
4. Enable a header (Optional)
5. Select "Next"
6. Map each first or second row of data types from your CSV to the proper fields
7. Submit

Insertion Validation

Choose the validation logic you wish to use for your import:

1. Database Source Settings
2. Duplicate Only
3. No Validation