Data import is used to transfer data in bulk to Robosme or update existing data.

Data import scenarios:

• Importing data to the system for the first time
• Adding data from an external source
• Bulk updating existing records

Data Import Process with Excel

1. Download Template

From the Excel button on the concept page or Settings > Data Management area:

• Concept-specific Excel template can be downloaded

This template exactly reflects the field structure in the system.

2. Filling the Template

• Only cells below the headers should be filled
• Template format should not be changed
• ID field should be left empty when importing new records
• ID field must be filled for update operations.

3. Data Import Wizard

The data import process is performed with a 6-step wizard:

1. File selection
2. Template selection (optional)
3. Concept selection
4. Field mapping
5. Confirmation and import
6. Result screen

Field mappings are automatically performed by the system and can be manually edited when necessary.

4. Data Update Logic

• Records are matched by ID
• Modified Date check is performed
• No update is made if the date in Excel is older than the date in the system

Matching in lookup fields:

• ID
• Primary Field
• Alternative Key

can be used. If there are multiple records with the same value, the import is blocked.

Data Import History and Error Management

After each data import operation, the system automatically creates a history record.

On this screen:

• Successful / failed record counts
• Row-level error details
• Excel output of error lists

can be viewed.

Records with errors are not transferred to the system, only successful records are processed.