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Import Records into a MiniBase App

Import Records into a MiniBase App By: Michael Kuzniar

Here's how you import MiniBase records using a CSV file.

  1. Create a Comma Separated Values (CSV) file using a text editor like Notepad or Microsoft® Excel. If you use Excel to create the file, be certain to save it as a CSV file rather than an Excel file.
  2. Note: If you are using a Macintosh® computer, when you save the Excel file, you must save it as a CSV (Windows®) rather than CSV (comma delimited).

    Some important notes on the CSV file:
    • Field names in the CSV file must correspond to the fields you created for the MiniBase.
    • The fields in the CSV file must be in the same order as the fields in the MiniBase.
    • The field names must comprise the Header Row in the CSV file.
  3. After you have created the CSV file, access Site Manager and navigate to the workspace where the MiniBase is located.
  4. Click the Tools tab. The App Manager window displays.
  5. Select MiniBase.
  6. In the App Instances column, click on your MiniBase instance.
  7. In the Details column, click Edit.
  8. Click Import at the top of the window. Step 1 of the Import wizard displays.
  9. Click Browse. Browse your computer for the CSV file you created.
  10. Select the CSV file you created.
  11. Click Next. Step 2 of the Import wizard displays. At this point, you can preview your imported records or cancel the import if desired.
  12. Click Import. A message will appear in the lower left hand corner letting you know your upload was successful. The Records window will return as the active window. The records you just imported will be in the record database.

For more on the MiniBase App, read Work with the MiniBase App.