Your outcome
Reviewed records in CeramicPortal with a clear comparison to the source file and any rejected rows.
Before you start
- An untouched source export and a separate working copy.
- Access to the import workflow for the intended record type.
- A person who can resolve ambiguous names, identifiers and opening values.
Step by step
Download a current template
Open the import workflow for the record type and choose Excel template + scenarios or CSV headers only. The Excel template includes examples, usage notes, allowed values and the organization’s current reference data. Use that template rather than an old file from another organization.
Prepare the working sheet
Enter rows on the Data sheet. Keep identifiers formatted as text and do not use formulas. Preserve original names and values in your source copy. For product data, review Tile Category, Size, Surface Finish, Suitable For, selling units and warehouse values where provided.
Check the available import mode
Read the Import mode shown for your access and record type. The workflow may offer Create only; customer update access can expose Create or update by Customer Record ID. Do not assume a blank cell clears an existing value—the interface says it does not.
Upload and map fields
Choose the working file, continue and map each source heading to the correct Destination field. Check ambiguous or blank headers before moving forward. Confirm that identifiers and amount columns retain their intended meaning.
Read the preview and errors
Inspect the preview rows, result categories and summary. Correct the named fields in the working file and rerun the preview when needed. Review the effect on valid rows as well as rejected rows before choosing Continue to confirm.
Confirm deliberately and reconcile
Select the acknowledgement that you reviewed the preview, then use Confirm import. Compare the result with the source, download an error report when available and open a representative saved record. Before retrying rejected rows, check what has already been created or updated.
Check your result
Use this checklist as you review your work. Checks stay on this page until you leave or reload.
0 of 4 checks completed
If something differs
Identifiers lose leading zeroes
Keep the source column formatted as text, correct the working copy and rerun the preview.
Some rows were accepted and others failed
Review the result and error report before retrying. Re-uploading the whole file without checking accepted rows can create confusion.
An update did not clear a value
Blank cells do not clear existing values. Use the supported record-editing action for the intended correction.
Still need help? Include the task, visible error and relevant record reference when you contact support.