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How does the list import wizard work

The List Import Wizard lets you bulk-upload values into an Account or Project list using an Excel (.xlsx, .xls) or CSV (.csv) file, instead of adding values one at a time. The wizard walks you through uploading your file and matching its columns to the correct list fields, and flags any values that need to be fixed before they're imported.

Accessing the Wizard

You can start an import to any list by selecting the Import button:

  • Account Lists: Go to Account Settings > List > Values, click the ⋮ (more) menu, and select Import.
  • Project Lists: Go to Project Settings > List > Values, click the ⋮ (more) menu, and select Import.

The wizard always imports into whichever list you launched it from.

 

Step 1: Upload a File

On the first screen, upload your file:

  • Accepted formats: .csv, .xlsx, .xls
  • Only one file can be uploaded at a time
  • Click "Click here to download a template file" to get a template pre-formatted with the correct column headers for the list you're importing into — this is the easiest way to make sure your columns map correctly
  • If you upload a file in an unsupported format, you'll see an error telling you the file must be .csv, .xlsx, or .xls

This version of the wizard supports adding new values only (it does not update existing list values). If a list has a field marked as unique, any row whose value duplicates an existing entry will be rejected during import.

 

Step 2: Map Values

Next, the wizard shows a table matching each column from your file to a field in the FACS list:

  • Column Header from file – the header from your uploaded file
  • Value – a sample value from your file, so you can confirm you're mapping the right column
  • List Property – the FACS list field this column will import into. The system automatically suggests a match based on your column header text; you can change this or select Skip to leave a column out of the import entirely
  • Mapped status – shows whether the column is ready:
    • Success (green) – every value in the column is valid
    • Error (red) – shows the number of rows with a problem; click the error to open details (see below)
    • Unknown (gray) – the system couldn't automatically match this column to a list field; choose one manually or select Skip

Each FACS list field can only be mapped to one column.

NOTE: List field requirements and formatting are the same when adding list values manually through the web application and through the list import wizard.

 

 

Fixing Import Errors

Clicking an error count opens a Fix import errors panel showing every problem row for that column, listed by cell location (e.g., A12) along with the type of error:

  • Format – the value doesn't match the required format for that field (common with date and number fields)
  • Required – the field requires a value, but the cell is empty
  • Unrecognized – (Catalog fields only) the value doesn't exactly match an existing system value

To resolve these, correct the values in your source file and re-upload, or adjust the values already loaded in the wizard. For catalog fields with a compound format (like Pay Items), make sure the cell follows the expected pattern.


TIP: If a columns value should not be imported, but does not error, mark the column as No Property. This tells the system to ignore the column and, as long as this column is not required, will allow for the list to be imported sucessfully.

Location

Account Settings / Lists    |    Project Settings / Lists

 

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.