Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Manual Import as a Trigger

  • Updated:

The 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. Navigate to the Integrations tab and click + New Integration
    New integration.
  2. Select the Simple integration card
    Simple card.
  3. Add a Short Description of the integration
    Short description.
  4. Choose Manual Import from the Trigger drop-down
    Manual import.
  5. Upload the CSV, JSON, or ICS file you would like to import
    Upload file.
  6. 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.
  7. Select the Action (where you would like to import the content) and the related Credentials
    Action and credentials.
  8. Configure any additional options, depending on the selected Action, and click Next
    Next.
  9. Map the fields from your uploaded file to the action fields
    Map fields.
  10. Click Next
    Next step.
  11. Choose Save and Import to save and enable the integration to import the content from the uploaded file
    Save and import.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.