# Data Imports

<p class="doc-lead">Data Imports runs bulk uploads using a predefined <a href="#/settings/import-templates">Import Template</a>. Track file, template, uploader, and import status from the list.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/settings/data-imports?id=overview">Overview &amp; List View</a>
<a href="#/settings/data-imports?id=fields">Fields</a>
<a href="#/settings/data-imports?id=actions">Actions</a>
<a href="#/settings/data-imports?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Settings → Others → Data Imports</b>.

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<b>List columns</b>: Id, File, Employee, Route, Note, Uploaded on, Import Template, Status.

<b>List actions</b>: New, View only (no edit/delete on completed imports).

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<h2 id="fields">Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| File * | Uploaded Excel/CSV. |
| Import Template * | Mapping template to apply. |
| Employee | Optional employee context for the import. |
| Route | Optional route context for field data. |
| Note | Comments about this upload. |
| Status | Processing progress (pending, completed, failed, etc.). |

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<h2 id="actions">Actions</h2>

| **Action** | **Description** |
|------------|-----------------|
| New | Upload file and start import. |
| View | See import log, errors, and result summary. |

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<h2 id="faq">FAQ</h2>

<p><b>Can I edit or delete a completed import?</b></p>
<p>No. Imports are view-only after upload — correct data with a new import or manual edits on affected records.</p>

<p><b>Why did my import fail?</b></p>
<p>Open View on the import row for row-level errors — usually column mismatch, invalid references, or duplicate keys in the file.</p>

<p><b>Must I use an Import Template?</b></p>
<p>Yes. Every upload requires an active <a href="#/settings/import-templates">Import Template</a> that matches your file columns.</p>

<p><b>What are Employee and Route on the import form?</b></p>
<p>Optional context for field-sales related imports — leave blank for standard master data uploads.</p>

<p><b>Can I re-upload the same file?</b></p>
<p>Yes as a new Data Import row. The system does not merge with prior imports automatically — dedupe in Excel first.</p>

<p><b>How long does processing take?</b></p>
<p>Status on the list moves from pending to completed or failed. Large files may take minutes — refresh the list.</p>

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<h2 id="related">Related Topics</h2>

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<li><a href="#/settings/import-templates">Import Templates</a></li>
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