Import Data Into Related Data Set

Overview

This guide explains how to import data into a Related Data Set using CSV or XML files. It clarifies key differences between these formats and outlines the steps to ensure a smooth data import process.

Prerequisites

1. The data file is in CSV or XML format and correctly structured.

   For details, refer to Structure of XML and CSV Files (Related Data).

2. The Related Data Set is already created in the system.

3. For CSV imports, manually create columns in your related data set. See Managing Related Data Sets.

4. You have the necessary permissions to import data.

Procedure

1. Go to Administration > Attributes > Related Data.

2. From the context menu next to your related data set, select Add new Data.

3. Enter the import details:

   • Select the file and the File Type

   • Choose the File Type (CSV or XML).

     • If importing a CSV file, enter the correct separator character.

4. Select Import Mode:

   • Add: Inserts new records without changing existing ones.

   • Replace: Overwrites all existing records with those from the import file.

   • Update: Updates records only if a matching key exists, leaving others unchanged.

   • Update and Add: Updates existing records and adds new ones.

5. Select Synchronization Mode (for Updates only):

   1. Overwrite existing rows completely: Replaces all values in a row with the new record.

   2. Overwrite only columns from file: Updates only the columns included in the file, keeping other data unchanged.

6. Choose Error Mode:

   • Skip Value: Only skips the invalid column value.

   • Skip Row: Skips the entire row if any value is invalid.

7. Select the correct Encoding. This encoding must be the same as the character encoding of the data in the import file.

8. Click Import and wait for confirmation. The Related Data overview screen will display the status.

   

Best Practices & Recommendations

• For CSV Imports:

  • Always pre-create columns before importing.

  • Ensure column names match exactly (case-sensitive).

  • Use UTF-8 encoding to avoid character issues.

• For XML Imports:

  • Include a <metadata> section for automatic column creation.

  • Use consistent data types (String, Number, Date, Boolean).

  • Avoid special characters in column names.

• General Import Tips:

  • Use lowercase key values for better filtering.

  • If automating imports, consider using the Mapp Engage API. For more information, visit the API Documentation.

  • Regular imports can be scheduled using Time-based Automation. For more details, see ​Related Data: Import Data​.