Importing FAQ

What types of files can I import?

Two file types can be imported into TrackVia: .xlsx and .csv. It's also possible to copy and paste data into the import wizard, as long as it's in a comma- or tab-separated format. See How to Prepare a Spreadsheet for Importing. If you need more flexibility, check out our integration options at developer.trackvia.com.

How long is the import going to take?

This depends on many factors and is difficult to predict. Most imports complete within a couple of minutes, but an import can take much longer based on: the number of records in the file, the number of columns in the file, app scripts that run when a record is added or updated, and the number of triggered fields that run when a record is added or updated. See Troubleshooting Imports if an import seems stuck.

How will I know when the import is finished?

If you stay on the import screen while the import runs, you'll be notified in the application when it completes. If you leave the screen, you'll receive an email when it's done. The email contains the error report, if there were any errors.

Who can import data?

Only admin users can import data into tables. See How to Create a Role to Assign Permissions for more on access levels.

I need to update records via import but the record ID is not unique. What should I do?

Temporarily adjust the table's Record ID to something more unique — an auto counter field is a good option. After the import finishes, change the Record ID back to the original setting. See How to create a unique ID.

How do I stop an import that is currently running?

Please contact the TrackVia Support team for assistance.

How do I undo an import that went wrong?

TrackVia does not have a one-click undo for imports. Your options depend on what the import did: restore from a backup taken before the import, delete the added records, or re-import corrected values over the bad ones. See How to Undo or Fix a Bad Import for the full walkthrough, and consider backing up your account before any significant import. [Update this cross-reference once the new article is published.]

How many imports can I have running at once?

Only one import can run in your account at a time. This is a safeguard to ensure your data integrity and application performance.

Is there a max number of rows or columns that can be imported at once?

There is no maximum number of rows or columns, as long as the file size is under the 40 MB limit.

Is there a limit to the size of the import file?

The import file cannot be larger than 40 MB. If your file is larger, break it up into smaller files and run multiple imports.

Can I import file attachments or images?

No — document and image fields cannot be populated through a spreadsheet import. Attach files to records manually after the import, or use the TrackVia API to upload files programmatically.

Can I schedule or automate recurring imports?

The import wizard is manual, but recurring or automated data loads can be built using the TrackVia API and integration options at developer.trackvia.com.