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Creating an Importer

### Steps to create an importer button.
  • Step1:Create a Template from Template configuration.Define the validation rules.
  • Step2:Create an importer from importer configuration,Give your importer an useful name. attach the template ID,workspace and Organization.
info

Info 1: Attaching the workspace and organization ID is optional now.

  • Step 3:Save the configuration.It will create an Importer ID.

Template_flow_1 Template_flow_1

Quick Test of an Importer Button without embedding in any app:​

Import Button test

  • Go to Importer configuration section and click Preview option.
  • It will simulate the CSV data onboarding flow.User can quickly validate if the importer rules are woking fine or not.