In order to be able to carry out processing to improve the quality of your data, you must load a data file.
- The objects available in the application are “Accounts” and “Contacts”.
- You must first download the import template, there is one per object.
- Click on the chosen object and select the “Template …”.
- Select the “Template …” view:
- Once selected, click on “Excel Templates” then “Download Template”.
Download settings are automatically filled.
- Fill in the file with the data you want to include.
NB : for the telephone fields it is necessary to fill in, for each telephone number, the country field assigned to it.
Example : The country field is not ISO standard.
- Once the mapping is finished save the file and return to the application:
- Click on “Next”, we recommend not to allow “duplicates”:
NB : The standard PowerApp rules will be applied, to be completed by deduplication processing with the DQE One solution.
- Click on “Finish Import”, then “Done”
- You can see the progress of your import by clicking on:
Then « Settings » → « Data Management » → « Imports »