How to Work with the XML/CSV Importer

Introduction

The XML/CSV Importer in Easy8 is a powerful tool designed to help organizations migrate or synchronize data from existing systems. It supports data transfer from any software that allows export in XML or CSV format. This is especially useful for tools that do not support REST APIs. The importer enables manual attribute mapping and is suitable for importing both simple and complex data structures in large volumes.

Note: This importer is part of professional implementation services. Running it without an Easy8 Consultant may lead to database corruption and application failure. Please request the service before proceeding.

Target audience

• Administrator
• Implementation Consultant

Prerequisites

• Access to Administration
• XML or CSV data exported from another system
• Structure and content reviewed for compatibility
• Import functionality enabled by a Consultant for the desired entity

Steps

1. Access the Import Tool

1. Go to Administration → Custom imports
2. You will see a list of existing imports. Hover over an import to edit, delete, or preview it.
3. In the right sidebar, choose the entity you want to import (e.g., Tasks, Contacts).
4. Note: If the entity is not listed, contact your Consultant to enable it.

2. Create a New Import

1. Click the entity you want to import from the sidebar.
2. Enter a name for the new import.
3. If required, select the entity type from the dropdown.
4. Click Submit to proceed.

3. Upload and Map Data

1. Upload your prepared CSV or XML file.
2. Click Save and Preview.
3. Map each column or attribute from your file to a corresponding field in Easy8.
4. If needed, enable Lookup by setting to update existing entries instead of creating duplicates:
   • If an entry with the same ID exists, it will be updated.
   • Unmatched entries will be created as new records.

4. Execute the Import

• For small data sets (up to 500 records): click Import
• For larger data sets (500+ records): click Import in background
  • This option processes the import using background jobs for stability

5. Automate Regular Imports (Optional)

If your XML or CSV file is hosted at a public URL:

• Set up a recurring import via cron jobs to fetch and process the file regularly

Results

• Imported data appears in Easy8 under the chosen entity
• Existing records are updated if mapping and IDs match
• Import logs and settings are saved for reuse or troubleshooting

Troubleshooting

• Entity missing from sidebar: Contact your Consultant to enable it
• Incorrect mapping: Review the preview step to ensure field alignment
• Performance issues on large imports: Use the background import option
• Unexpected behavior: Avoid importing manually without Consultant support

Further reading

• How to Work with Export Templates (How-To)
• User Management in Administration (Explanation)
• Working with Projects and Tasks (How-To)