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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 Integration Hub site

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

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

  4. Add a Short Description of the integrationInterface for creating a new simple integration with description field highlighted.

  5. Choose Manual Import from the Trigger dropdownDropdown menu showing options for triggers and actions in a user interface.

  6. Upload the CSV, JSON, or ICS file you would like to importInterface showing manual import option with file upload area highlighted.

  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.Dropdown menu for deduplicating content with filter options and selection checkboxes.

  8. Select the Action (where you would like to import the content), the Application, and the related CredentialsManual import section with options for action, application, and credentials highlighted.

  9. Configure any additional options, depending on the selected Action, and click NextNavigation interface showing steps to configure and confirm settings with highlighted Next button.

  10. Map the fields from your uploaded file to the action fieldsManual import fields and HCMS employee fields for data entry and management.

  11. Click Next

  12. Choose Save and Import to save and enable the integration to import the content from the uploaded fileInstructions for HCMS Manual Import with highlighted steps and save option.