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Upon creating your app, one of the first steps you will take is to import your data. This article provides details on how to import your data to create new tables in your app and how to import your data to existing tables in your Tadabase app. 


To navigate this page, you may click on the topics below to skip to a specific section.


Adding New Data Tables

Adding to Existing tables


Adding New Data Tables

There are three methods of adding a new data table to your Tadabase app, two of which involve importing your data. Upon creating a new app, you will be directed to the Data Builder prompting you to choose how you'd like to add your data table. Alternatively, you may access these options at the Add Data Table button on your table list menu to the left. We'll discuss importing your data through uploading your CSV file and pasting your data from your clipboard.




Upload Your CSV File

If you have a CSV file containing your data and would like to create a new Tadabase table from your file, you may do so using this method.


Upon choosing to create your table by uploading your CSV file, you will see a New Data Table prompt where you will select your file and provide a few details regarding your file.

  1. A name for your table is required. This will become the name of your table in your Tadabase app which can be altered at a later time through your Table's Settings.
  2. Select your CSV file to upload. You will initially be prompted to select your file from your directory. Once you complete your selection, your file's name will appear here.
  3. Define where your file's headers (column names) appear. Typically, CSV files are set up with your headers on the first row.
  4. Select the type of delimiter that your file contains. By definition, CSV files use commas as delimiters, however, if your file is set up with a different character delimiter, you may define the proper configuration here. 


After you have saved the details of your file, you will be prompted to confirm your data. We'll highlight the three portions that you will review before completing your upload.

  1. This is where your CSV file's column names can be altered. After your upload completes, these names will appear as your field names in your Tadabase Table.
  2. If your CSV file contains columns that you do not wish to include in your Tadabase table, you may choose to exclude those columns here. 
  3. Define your Tadabase Field Types in the dropdowns. We recommend paying special attention to these configurations prior to moving forward as many Field Types cannot be altered past this point.


When you have confirmed your configurations, click the Save button and your new table will be added in your app!




Paste Data from Your Clipboard

If you have a CSV file and would like to simply copy some or all of the data in the file to create a new Tadabase table, you may do so using this method. When performing this method, please note that you will need to include headers in your selection.


Upon choosing to paste your data from your clipboard, you will want to copy your data from your file. 


Once you have your data copied, you will then paste your selection in your app's Data Builder where prompted.


Upon pasting your data, you will see a New Data Table pop-up window where you can confirm your data. 

  1. This is where your selection's column names can be altered. After your upload completes, these names will appear as your field names in your Tadabase Table.
  2. If your selection contains columns that you do not wish to include in your Tadabase table, you may choose to exclude those columns here. 
  3. Define your Tadabase Field Types in the dropdowns. We recommend paying special attention to these configurations prior to moving forward as many Field Types cannot be altered past this point.


When you have confirmed your configurations, click the Save button and your new table will be added in your app! Check out the gif below for an end-to-end view of the process.







Adding to Existing Tables

Once you have created your tables, you may find a time where you need to update your existing records or add new records to your tables. Similar to adding new tables, you may choose to perform this action by uploading your CSV files or pasting from your clipboard. 



Upload your CSV File

There are two main methods to use when uploading your CSV files to import data to existing Tadabase tables. The main difference between these methods is whether there is an import template being used or not. Using an import template allows you to set field mapping, conditions, and rules allowing you to define the data to be included in your imports. 


Pictured below, you can see there are two import areas for a table. The Import Tab located along the blue top menu of your table is where you can configure Import Templates and the Import button below the top menu is where you perform your imports both with and without the use of an Import Template.


Uploading Without an Import Template

The process of uploading your CSV file without an Import Template is very similar to uploading your CSV file to create a new table. To start this process, click the Import button and you will be prompted with the import new records page shown below. 

  1. Choose your Import Type. This determines whether you will be using an Import Template for this upload and should be set to Regular if you are not using a template. If you have no Import Templates configured for your table, this option will not appear and your Import Type will default to Regular. 
  2. Select your CSV file to upload. Once you complete your selection, your file's name will appear here.
  3. Define where your file's headers (column names) appear. Typically, CSV files are set up with your headers on the first row.
  4. Select the type of delimiter that your file contains. By definition, CSV files use commas as delimiters, however, if your file is set up with a different character delimiter, you may define the proper configuration here. 
  5. Select whether you would like to match a field between your CSV file and your Tadabase table. If you would like to add a new record in your Tadabase table for each record on your file, select "Don't match, add all imported." If you would like to update existing records through your import, select an identifying field that the process can match existing records in your Tadabase table to records in your CSV file. In this example, we will use matching.


Since we are choosing to match on the id field from our existing Tadabase table in this example, we will next be prompted to verify which column in our CSV file that the configured match field equates to. Since the corresponding column in my CSV file is also named id, that will be our selection. Choosing to match in our example will update any records with an id that exists in both our Tadabase table and CSV file. Any records that do not exist in your Tadabase table will be added and any records that exist in your Tadabase table but do not appear on your CSV file will not be affected. 


Click the Next button and you will be prompted to confirm your data. This is where you will verify which columns you'd like to include in your upload and make selections on which fields in your existing Tadabase table match up to which columns in your CSV file. 


After review, click the Import button and you will receive a confirmation message outlining details on your import. 


Uploading With an Import Template

Uploading your CSV file under the Template Import Type eliminates the need for confirming your data during this process as your Import Template will define the mapping for your fields. Import Templates allow additional control of your imports when utilizing conditions and rules. Creating Import Templates can help regulate and expedite your importing process.


To create an Import Template, navigate to the Imports tab located on the top menu for your table and click the Add New Import button.


In the Add Import Template popup form, provide a name for your template in the Details tab.


Next, navigate to the Field Mapping tab. This is where you will define how the fields from your Tadabase table map to the columns in your CSV file. Pictured below, the items outlined on the left correspond to your Tadabase table while the items outlined on the right correspond to your CSV column names.


Once you have added your Import Template name and mapping configurations, your template is ready to be saved. Optionally, you may configure conditions or rules for your template.


To utilize your Import Template when you are importing your records, you will select the Import Type as Template and choose the name of your desired Import Template.



Paste Data from Your Clipboard

Similar to the process of pasting your data to create a new table, you may simply paste a selection of data to your existing Tadabase table through the Data Builder. When performing this method, please note that you will need to include headers in your selection.


Using this method, you may add records to your table in addition to adding new fields along with your new records. This method is not designed to update existing records in your table. If you would like to update existing records in your table, please see our section on uploading your CSV file to update an existing table.


Upon pasting your data, to ensure that you add your selection to your existing fields, select the option to Map to Field and select the appropriate field to map to. 


Under the circumstance that you will be adding a new field using this method, select the option to Add new field and select the desired Field Type for your new field. 


Check out this brief video for a quick overview of importing your data: