Set up an import into a list

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

You can import into a list from either:

• A CSV or TXT source file that contains the data for your list.
• A list, module, or saved view within an Anaplan model.

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. Optionally, within the File Options dialog, configure the following options:
   • Text Encoding: Choose the text encoding, or character set, the import file uses from the list.
   • Column Separators: Select the column separator used in the import file. This can be Tab, Comma, Semicolon, or a separator you enter.
   • Text Delimiter: Choose a character to delimit text values from the dropdown.
   • Decimal Separator: Specify whether decimals are separated by either a Dot or a Comma.
   • Header Row: Select the row that contains the headers for the data.
   • First Data Row: Select the row that contains the first row of data.
   • Set Default File: Choose whether to set the file as a default file or keep it as a private file.
6. Select Next.
   The import mapping dialog displays.

Next, after you set up your import, you can map your import source file.