1. Import and export data
  2. Import Data into Models
  3. Import Data into Lists

Lists and numbered lists can be updated from text files (.csv, .txt, tab delimited, ASCII, flat files). The import will create and update items in the list with parents, codes, descriptions, properties and subsets. If the parent changes, the hierarchy will be restructured and re-ordered as part of the import.

To prevent the accidental deletion of data, there is no option to remove obsolete items that are not found in the source list. Deleting items from a list must be done manually.

Use this section to learn about:

Importing into a normal list

  1. In Model Settings, select a list.
  2. Click the Import button.
    The Select Source dialog displays.
  3. Click Upload New File and browse for the text file containing the list or hierarchy. The File Options dialog box is displayed, where you can select the header row and first data row to be used.
  4. Set the options for the file import:
    • Text Encoding
      Specifies the character set to be used in the imported file.
    • Column Separators
      Select the separator used in your data.
    • Text Delimiter
      Select a character to delimit text data. Pick a value from the list.
  5. If you uploaded a file, you can choose whether to set the file as the default file or keep it as a private file. If the import will be run as part of a process, we recommend you set a default file for Admins only. For more information, see Overview of Private and Default Files.
  6. Click Next.
  7. Map the source headers to the properties in the list. If the name for a property is the same as a column header, it's automatically matched. You must map a source column to name unless you are using the Name or code option in step 8.
  8. For numbered lists, you should map on codes or use a combination of properties. Name should not be used for mapping.

  9. For dates optionally select the Custom Date Mapping check box. Map the dates in the Mapping dialog box.
  10. Under Items uniquely identified by select how you want to distinguish between items in the source. This can be by name or code, name only, code only, or by using a combination of properties (this is sometimes referred to as the import key).
    • If Name or code - Anaplan will try to match items in the source with items in the target list using code first and then the name. If no matching item is found in the target, a new item is created. Go to step 13.
    • If Name only - Anaplan will try to match items in the source with items in the target list using the name. If no item with that name is found in the target, a new item is created. Go to step 11.
    • If Code only - Anaplan will try to match items in the source with items in the target list using the code. If no item with that code is found in the target, a new item is created. Continue from step 10.
    • If Combination of properties - use the parent and other properties (not name or code) to build a unique key to identify the items in the source. Continue from step 10.

    We recommend that you skip step 10 when mapping on Name only.

  11. If you want to ensure that the name is unique, under Enforce unique naming select the Adjust duplicate names to form unique names check box. Where you have two items with the same name, the second item that is identified will be suffixed with ~(#) to provide uniqueness.
  12. Next, set the handling where two items in the source share the same import key value (that is, the name, code, or combination of properties selected in step 7). Under Treatment of duplicated identifiers in source select either:
    • Reject entire import
      If duplicates are found, the import is rejected and nothing is imported. This option will allow you to check your source data before running a potentially incorrect import. You can amend the data and run the import again.
    • Import first occurrence
      The default. Anaplan will import the first item found with the key and reject the second occurrence. Once the import is complete, you can view any items that have been rejected on the Details tab.
  13. You can now choose how you want to handle the situation where two items in the target share the same import key value (that is, the name, code or combination of properties selected in step 7). Under Treatment of duplicated identifiers in target select either:
    • Reject entire import
      This will identify any 'bad' keys and allow you to modify them before running the import again. (A 'bad' key is where you have two items with the same key value in the target list. For example, if you are importing an employee list and the key is 'first name' then the chance of encountering duplicates is high. Here, you could choose a key of 'first name' and 'last name' to ensure uniqueness.)
    • Reject duplicates only
      The default. Anaplan will reject any items that have a key value that is shared by two or more items in the target list. Any other items in the source will be imported as expected.
  14. Click Run Import . The Import Completed dialog reports the success or failure of the import – if successful, the list is updated:

Importing into a numbered list

  1. In Settings, select a list.
  2. Click Import.
  3. Choose Upload New File and browse for the text file containing the list or hierarchy. The File Options dialog box is displayed, where you can select the header row and first data row to be used. You can also choose whether to set the file as the default for other users. Click Next.
  4. Map the source headers to the properties in the list. If the name for a property is the same as a column header, it is automatically matched.
  5. Under Items uniquely identified by select how you want to distinguish between items in the source. This is best performed using code or by using a combination of properties as new items cannot be created when using Name (#ID).
    • If Name (#ID) - Anaplan will try to match items in the source with items in the target list using the name.
    • If you use the Name(#ID) and the source contains an item that does not already exist in the target, then the import will fail and you will get this error: "Cannot add new entities to numbered list when matching involves name". Generally, when you add items to a numbered list, the system automatically assigns new items a unique identifying name in sequence. If adding new items by name were allowed using import, conflicts would occur when further items were added after the import.
    • If Code - Anaplan will try to match items in the source with items in the target list using the code. If no item with that code is found in the target, a new item is created.
    • If Combination of properties - use the parent and other properties (not name or code) to build a unique key to identify the items in the source.
  6. Next, you can choose how you want to handle the situation where two items in the source share the same import key value (that is, the name, code or combination of properties selected in step 5). Under Treatment of duplicated identifiers in source select either:
    • Reject entire import
      This will allow you to check your source data before running a potentially incorrect import.
    • Import first occurrence
      The default. Anaplan will import the first item found with the key and reject the second. Once the import is complete, you can see any items that have been rejected (select the Details tab).
  7. You can now choose how you want to handle the situation where two items in the target share the same import key value (that is, the name, code or combination of properties selected in step 5). Under Treatment of duplicated identifiers in target select either:
    • Reject entire import
      This will identify any 'bad' keys and allow you to modify them before running the import again. (A 'bad' key is where you have two items with same key value in the target list. For example, if you are importing an employee list and the key is 'first name' then the chance of encountering duplicates is high. Here, you could choose a key of 'first name' and 'last name' to ensure uniqueness.)
    • Reject duplicates only
      The default. Anaplan will reject any items that have a key value that is shared by two or more items in the target list. Any other items in the source will be imported as expected.
  8. Click Run Import . The list is updated.
  9. Item Name cannot be mapped for a numbered list when items are identified by Code or Combination of properties.