Import Sets:

1. Navigate to import sets > Load Data. Create New.

2. From the options a new import set can be created or an existing import set
can be added to the table. Choose new import set.
3. Enter the label name (Eg: Asia) automatically a table in the database creates
a table name (u_Asia).
4. Select from a Data Source/ Upload an Excel file. Choose the CSV/Excel file to
be uploaded from the customer.
5. Browse the file in which the customers data is present and upload it.
(Multiple files can also be uploaded).
6. After the data is loaded from the CSV file, state in the next page runs; wait
until it is completed with a success message.
7. Create a transform map by giving it a name and select the target table. Click
Submit.
8. Select the new transform map from the records. Click Auto map matching
filed.
9. Click on Mapping Assist to map the fields between the application table and
Excel/CSV file columns. If auto mapping is not done map the field manually.
Save the form.
10.Click transform link (to import the worksheet Application records into the
application table).
11.Wait for complete/Success Message.
12.Check the application table to see the records that are imported from the
EXCEL/CSV file to make sure it is imported.
Make sure the CSV table has no empty fields on it.

Click submit. This will redirect to another form.

Create a transform map and map it to the target table.

If Run script check box is checked, it will open a table for the script. Created can
be manually filled at that particular time.

Submit the form. Open the form from in the transform map list.
Auto map matching fields. These will be opened in the field maps in the below
tab.

This matches the tables in the CSV file to that in the target table.
Now click on mapping assist to map the tables.

CSV field columns to the target application can also be manually here by just
dragging the columns of each and dropping them in the field map. Click Save
when it is done.

Now run transform link.