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Import a file

Load into Live or a change set after checking exactly what the file means. See Importing and exporting for file and profile rules.

If Load a workbook opens because the assistant is enabled, choose Import without the assistant… to reach the manual import form used below. That manual path does not send the file to an AI assistant.

  1. Open the intended workspace and collection. Choose Workspace actions › Import. To choose another destination, open Settings › This instance › Jobs › New import and choose the workspace and Load into context.
  2. Choose File, or drop the file onto that field. The chooser accepts Excel workbooks, CSV and supported technical export files. After choosing the file, check Profile: refiroo selects it when exactly one valid profile fits. You may choose None or another fitting profile. A JSON Lines file takes none; CSV offers profiles with CSV settings or one source; a workbook offers any valid profile for this workspace’s model. Invalid profiles and other models’ profiles are omitted. Use None for a file exported by refiroo. Read any profile problems before continuing. For an exported CSV, keep the protective single quotes added to formula-like text. With None, import removes exactly one such quote from names and text fields; an unchanged export changes nothing. XLSX is unaffected. See CSV text rules.
  3. Open Options. Under Rows that cannot load, choose Load the rows that can load or Load nothing unless every row loads. Under Records the file finds, decide whether to update or refuse them. For an export, Only if unchanged since the export protects newer work; Update them anyway deliberately relaxes that protection.
  4. If the file names another workspace’s records, choose Load them as this workspace’s own for separate destination records, or Refuse them. Check this choice before continuing.
  5. Choose Preview. The job page opens while the file is read. Check its context, counts, column report, How the file is read where shown, and refused rows. Each failing cell identifies its column and reason. If only part of a large file was tried, its sample is not a promise about every row.
  6. Choose Load the file, or Cancel import if the result is wrong. Loading checks current data and can refuse rows that passed preview. Read the final applied and refused counts.
  7. Correct refused rows in the file and import it again. Resend the whole file: rows already loaded should be unchanged when their values and matching rules are unchanged.

Check how the file is read

Section titled “Check how the file is read”
  1. In the preview, open How the file is read where offered. Each matrix or relationship column shows Matched by, Values matched and New records go into. For a workbook exported by refiroo, the file records the matching field. When a file does not record it, refiroo compares its values with existing records and marks its choice Guessed. Read any note about an uncertain choice; do not assume a high match count proves it is right.
  2. Check each column’s field against what its values mean. Where a selector is offered under Matched by, choose the intended field. This starts a new preview of the same file; wait for it and review its counts and refusals again. Nothing is loaded by either preview.
  3. For a link matrix with value sheets, check how many rows update existing records and how many are new. The main columns also report values found on value sheets and new values. An unselected value-sheet row can still create or update a record; review it too.
  4. Check New records go into. A proposed or rule-defined missing group says will create … under …. Confirming the load creates that group with its records. If there is no suitable place, follow the reason and prepare the place in the app before previewing again. You do not need a model change to accept a proposed group.
  5. When using a stored profile, choose Save these fields in the profile if this reading should apply to later files. Saving the reading does not load the file. Review all changes and refused rows, then choose Load the file only when the preview is right.

For the workbook editing rules, see Edit in Excel and import back.

A malformed file or invalid profile changes nothing. Ask a model administrator about profile rules you cannot fix. A profile deleting records absent from the file must load into a change set. An expired preview needs a new import preview, rather than another confirmation attempt.