Importing your data

In this section, we will review how to import your data using the Copia Import Tool, along with the completed Import Template spreadsheet. It is assumed that you have already launched the Copia Import Tool, and you are at the screen shown below.

If you are not at the screen shown, return to the Getting Started section to launch the Copia Import Tool.

Select the Import Assets into Copia button.

You will now be able to start the import process by pressing the Select Excel File to Import button.

You will be given the option to browse to, and select your completed Import Template spreadsheet. Once selected, the Copia Import Tool will present your imported data for review, similar to the test data seen below. Scroll through the data and validate it is correct. If not, press the back button, make corrections to the spreadsheet, and then try again.

If everything is correct, press the Start Import button found at the bottom of the dialog.

Once the import is complete, you will be able to return to the prior screen, or close the Copia Import Tool.

After import, it is always recommended to validate that the data is as expected within the Copia system. If there is any issues, you can use the Rollback feature to remove the imported data.