If a workspace administrator publishes an import to a dashboard as an action button, any user with permission can run the import from the button.

The import must be set up by a workspace administrator before it can be run from a dashboard.

Your model role must have selective access to the part of the model into which you want to import. If you do not have dynamic cell access to some data in an import, the import only updates the cells you can access.

You must be a workspace administrator to run imports to Users or Versions.

File import requirements

For most imports, if the import is shared with everyone or administrators only, ensure you have the source file for which the import was set up. You can upload a different file, but it must have the same structure to ensure the target and source items map correctly.

Workspace administrators who run private imports, or import to Users, Versions, or Blueprint, do not need to upload the file again.

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

Model-to-model import requirements

When you import from a saved view, there must be a view in the source model with the same name as the view for which the import was configured. If there are multiple views in the model with the same name, the import is unsuccessful.

Run an import from an action button

To run an import from an action button on a dashboard:

  1. Navigate to the dashboard that has the import action button.
  2. Select the import action button.
    The button should be labeled in line with name conventions to help you identify it.
  3. If prompted, select Choose File and choose the file you want to import.
  4. Select Run.
    The Results Summary displays which items imported successfully and any that did not.
    You can open the Details tab for a detailed report or select Close to exit the dialog.