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:
- Select General Lists in the model settings bar.
- Select a list and select Open.
A tab for the selected list displays. - Select Import.
- 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.
- Select Upload New File... and browse for the file.
- 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.
- Select Next.
The import mapping dialog displays.
Next, after you set up your import, you can map your import source file.