Uploading the Custom Data

Using Custom Data, you can quickly upload and download data from an organization to a Microsoft Excel file and vice-versa.

Tip: We recommend that you contact Certinia Custom Support to get the ready-made Microsoft Excel file.

Warning: You must not change the structure of the Microsoft Excel file, names of the sheets columns, fields, and so on. Only in Tags you can add or delete columns and provide the required names.

After you have uploaded the Microsoft Excel file, there are tabs corresponding to the sheets in the upper part of the dialog window. At the bottom of each tab, brief information about the loaded data is provided, or possible errors are displayed.

Open all tabs from left to right in turn and load data by clicking the Upload button in the left corner, or open the tabs to view the data that you require to download.

After the data is loaded, close the dialog window by clicking Close in the lower right corner.