Manual Import as a Trigger

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The CivicPlus Integration Hub has a Manual Import trigger option that allows you to upload a CSV, JSON, or ICS file and import that data into a specified product.

Instructions

  1. Sign in to your site.

  2. Navigate to the Integrations tab and click the New Integration button:New Integration button on the Integrations page.

  3. Select the Simple integration card: Simple integration card on the New Integration screen.

  4. Add a Short Description of the integration:Short description.

  5. Choose Manual Import from the Trigger drop-down:Manual import option in the Trigger menu.

  6. Upload the CSV, JSON, or ICS file you would like to import:Upload file.

  7. Choose the Deduplicate Content fields. This will help prevent duplicate items from being created every time you import content, so make sure to choose one or more fields that will be unique for your items:Deduplicate content.

  8. Select the Action (where you would like to import the content) and the related Credentials: Action and credentials.

  9. Configure any additional options, depending on the selected Action, and click Next:Next button.

  10. Map the fields from your uploaded file to the action fields:Map fields.

  11. Click Next:

  12. Choose Save and Import to save and enable the integration to import the content from the uploaded file: Save and import button.