Workspace administrators can set up an import to enter data from another model. You can import from a list, module, or a saved view into: lists, module data, line items, Versions, or Users.
You must have the necessary access permissions to perform a model-to-model import.
If any changes are made to source item names, you must update the import definition in accordance with the changes.
If you import from a saved view, the import succeeds if the correct saved view is located. For example, if there are multiple saved views with the same name in the source model, the import is unsuccessful.
The import source for a model-to-model import cannot contain more than 2147483647 cells. To find out more, see Troubleshoot import and export.
Note: Once you set up a model-to-model import, the source is available for other users to select where they have the appropriate access rights. This contrasts with file imports, where you can set the source for the import as private or shared.
To set up a model-to-model import
- Go to the part of the model you want to import data to and:
- In a list, or in Versions or Users, select Import from the toolbar at the top.
- In a module, select Data > Import from the toolbar.
Use Grid view if you want to import cell data. Enable Blueprint view to import line items.
- In the Select Source dialog, select Connect to Anaplan Model.
- Select the model to connect to for the import.
If you have access to more than one workspace in the tenant, select the workspace that contains the model you want to connect to from the Workspace list. You can then select the model. - In the dialog's right-hand field, select the list, module, or saved view from which you want to import.
- Optionally, select the Split Composite Lists into Separate Columns checkbox.
Data from any composite lists in the import source is split into separate columns by list level. This includes any composite list the model uses as a module dimension.
- Optionally, select the Split Composite Lists into Separate Columns checkbox.
- Select the Select button.
- Map the list item properties in the Source dropdowns that you want to map to properties in the target list.
If you selected Split Composite Lists into Separate Columns, a separate dropdown displays for every list level in the composite list so you can map each column. When you import from a numbered list, data from list items with identical display names imports into separate columns. - For imports into:
- Lists, configure how the import maps list items uniquely and handles duplication.
- For data imports into modules, map source data to target items in the target list tabs. You can choose to ignore some items or ignore all unmapped items.
- Line items, Versions, and Users, go to step 8.
- Select either:
- Run Import.
A progress dialog displays as the import runs. If you want to cancel the import, select Cancel in the top-right corner of the dialog. - OK.
The import saves as an action, but does not run.
- Run Import.
When the import completes, or if you cancel the import, an Import Completed dialog displays. This reports how many 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.
You can then publish the import action to a dashboard or add it to a page in the user experience.
Note: Import never overwrites formulas, so subtotals and formulas display as ignored in mapping tabs and do not import.
