How do I import into Data Workspace?
This article assumes you have the “Data Designer” role and that Data Workspace is enabled for your organization. Please read the Data Workspace Enablement section of the Data Workspace article for more information
If you have an existing mapping into your Data Workspace, please read the Warnings Regarding Editing section of the Data Workspace article.
Create a new Data Source Mapping
under Data Automation
:
Select Data Workspace
as your Mapping Destination and then click Create
:
Give your Data Source Mapping a name:
Click either Manage Data Sources
or Add Data Sources
:
Click New Data Source
:
Configure the settings for your file and click Save
:
Click Bulk add from text
:
Add your desired field and click Submit
:
If you are not using column headers, you must have your Source Fields in the order they appear on the file. This is not necessary if you are using column headers but still recommended
Update the data types of your fields by clicking on the type:
Click the dropdown for the type you would like, and then click Save
:
Once you are satisfied with this mapping, navigate back to all of your mappings by clicking the arrow in the top-left:
Add additional data sources until you are satisfied by clicking New Data Source
in the top-right:
Click the arrow in the top-left to go back to your mapping screen:
Click Activate
in the top-right:
Click Activate
again in the bottom-right of the resulting pop-up window to confirm: