You can create new, and update existing, lists quickly with imports. The first step for this is to set up the import.

Before you import data, you may need to first create a list. 

You can import into a list from either:

Note: If you import a blank parent for an item that already has a parent, this removes the parent.

There are two steps to import into a list. First, you must set up your import. Then, you must map the list items in the import.

To set up an import into a list:

  1. Select General Lists in the model settings bar.
  2. Select a list and select Open.
    A tab for the selected list displays.
  3. Select Import.
  4. In the Select Source dialog, select the file that contains the data for the import. You can either:
    • Select Upload New File... and browse for the file.
      Once you select a file, the File Options dialog displays.
    • Select a file from the list under the Or select an existing source heading, then select Select.
      If you select an existing source, skip to step 6.
  5. Check the import file options are correct.
  6. Select Next.
    The import mapping dialog displays.

After you set up your import, you can map your import source file.