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Data import

Import data from external sources to seamlessly transition to Comind and maintain continuity with your existing systems and workflows.

Import scenarios​

Data import supports various migration and integration needs:

  • Platform migration - transfer tasks, issues, or other data from existing tools
  • Large dataset integration - import massive transactional data like billing entries or site visit logs
  • Data consolidation - combine information from multiple sources into Comind
  • System integration - maintain data synchronization with external systems

Importing from Excel or CSV files​

Use the METAMETA/IMPORT app to import structured data following these steps:

1. Upload your file​

Upload the Excel or CSV file containing the records you want to import

2. Select destination​

Choose the target workspace and app where the records should be imported

3. Map fields​

Review and adjust the automatic field mapping between your file columns and app fields:

Data import

4. Configure import parameters​

Set import options including record count, duplicate handling, and notifications:

Data import form

5. Advanced JavaScript processing​

Use the "JS code" tab for custom data manipulation:

  • Pre-import processing - validate data, perform auto-replacements, or check database values
  • Post-import actions - set additional fields based on import results or trigger follow-up processes

6. Update existing records​

In "Create and update" mode, the import will update existing records based on the primary key (green key icon). This is useful for keeping records synchronized with external systems.

Importing files​

Mass file upload​

Use the Files app to upload multiple files or entire folder structures:

  • File selection - choose individual files or entire folders
  • Folder replication - maintain the original folder structure in Comind
  • Bulk processing - upload large numbers of files efficiently

WebDAV integration​

Access Comind files through your file system:

  • Web folders - mount Comind storage as a network drive
  • File Explorer access - copy files directly from your desktop
  • Two-way sync - files stored in Comind remain accessible through File Explorer

Advanced file import​

For developers, use the Comind API for uploading files to create custom import workflows.

Benefits​

Data import capabilities provide:

  • Seamless migration - transition from existing tools without data loss
  • System integration - maintain connections with external data sources
  • Data preservation - ensure valuable information is retained and accessible
  • Workflow continuity - maintain existing processes while gaining Comind's capabilities

Data import ensures your valuable information is preserved and leveraged within the Comind platform.