Import Application Data with UDFs from a CSV File

In the video 'Import Application Data with UDFs from a CSV File', you learn how to upload and process application data from a CSV, including custom user‑defined fields (UDFs).

What happens in the video?

  1. Navigate to Import Tool
    Log in to Dragon1, open the Import application, and choose the CSV import option.
  2. Upload Your CSV File
    Upload the file and verify the preview to ensure all columns—including your UDFs—are visible.
  3. Select Target Location
    Choose the destination within the repository: Cabinet → Dossier → Folder.
  4. Validate Required Headers
    Ensure the CSV includes required columns:
    uniqueid, name, type, class, description, action (Insert/Update/Delete).
    Additional columns are treated as UDFs and saved in entity data.
  5. Run the Import
    Click Import. The system processes rows and reports any errors or warnings post-import.

Key Notes

  • Use a uniqueid for updates to avoid duplicates.
  • Avoid reserved names like ref and id in your column headers.
  • User-defined field (UDF) column names should be alphanumeric — no spaces, hyphens, or quotes.
  • If the class column is missing, manually select the correct class during import.
  • Save Excel files as .csv to ensure proper formatting during import.

For detailed instructions, visit the official help page:
https://www.dragon1.com/help/import