Importing Data into Mythradon

The Mythradon Data Import Wizard makes it easy to import data into any entity using standard Comma Separated Value (CSV) files. It guides you through each step—validating the file format, mapping fields, and importing records efficiently.

With the Import Wizard, you can preview your data, ensure the file is correctly structured, and match CSV columns to Mythradon fields using a user-friendly interface.

Note

To generate a sample import file for any entity, simply perform a data export. This creates a CSV template with the appropriate fields and format. See Exporting Data from Mythradon for more details.

Key Features and Best Practices

• CSV File Support – Uses widely accepted CSV format for importing data—compatible with most spreadsheet and database systems.
• File Format Verification – The Import Wizard automatically checks your file format and displays a preview so you can confirm everything looks right before proceeding.
• Field Mapping with Default Values – Easily map CSV columns to system fields and assign default values where needed—no need to manually include every field in your file.
• Import Options – Choose how the system should handle your data:
• Create Only – Add new records
• Create & Update – Add new and update existing records
• Update Only – Update existing records only
• Revert on Create – If something goes wrong during a Create Only import, you can undo the changes and remove the newly created records.

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How to Import Data

Step 1 - Data Import Wizard

In order to Import Data:

• Select Administration → Import from the Menu Button

This will display the Mythradon Data Import Wizard.

The Mythradon Data Import Wizard allows you to perform Inserts, Updates and Upserts on almost every entity in your system.

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Step 2 - Select Entity

• Select the required Entity that you wish to load

Note

Importing User records is not currently supported.

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Step 3 - Select CSV file

• Select the CSV file you wish to load

For the purposes of this documentation we have created a simple CSV file of Bicycle suppliers.

In order to make the process of mapping fields easier we used the same column/field names that are on the Account entity.

Note

CSV file should be formatted with UTF-8.

Mythradon will validate that the file is a valid CSV file and display a small sample of the first couple of rows from the CSV file so you can quickly verify that you have selected the correct file for importing. Refer to the Preview panel in the following image.

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Step 4 - Select Import Action

• Select the Import Action. Valid options are:
• Create Only - This will only create new records
• Create and Update - If the records already exist they will be updated else they will be created
• Update Only - If the records already exist they will be updated. Records that do not already exist will be ignored

Note

The 'Create and Update' and 'Update Only' actions require you to select the fields that will be used to match/search for existing records. Refer Step 6 for additional information.

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Step 5 - Set Import Properties

• Select the appropriate properties:

Property	Description
Header Row	Check this if the first row of the CSV file is to be considered as a Header (Field Names) and not data to be imported
Field Delimiter	Field delimiter used in your CSV file. Valid options are: , - Comma ; - Semi Colon \t - Tab | - Pipe
Text Qualifier	Text Qualifier used in your CSV file. Valid options are: " - Double Quote ' - Single Quote
Execute in idle	Flag controls if the import will be run as a background process. This is recommended for large data loads. The status will be set to 'Complete' when the import process is finished.
Run Manually	Flag controls if the import needs to be run from the Command Line Interface. (Currently only available to Mythradon Support Team)
Person Name Format	Options for how to deal with names when importing into 'Persons' type entities such as 'Contact'. Valid options are: First Last Last First Last, First
Date Format	Options for how to deal with date values. Valid options are: YYYY-MM-DD DD-MM-YYYY MM-DD-YYYY MM/DD/YYYY DD/MM/YYYY DD.MM.YYYY MM.DD.YYYY YYYY.MM.DD
Time Format	Options for how to deal with time values. Valid options are: 23:00:00 - HH:mm:ss 23:00 - HH:mm 11:00 pm - hh:mm a 11:00pm - hh:mma 11:00 PM - hh:mm A 11:00PM - hh:mmA 11:00:00 pm - hh:mm:ss a 11:00:00pm - hh:mm:ssa 11:00:00 PM - hh:mm:ss A 11:00:00PM - hh:mm:ssA
Time Zone	Time zone to apply to date/time values
Skip searching for duplicates	Flag controls if the process will search for duplicates. Disabling this will improve performance but could result in duplicate records being created
Decimal Mark	Character used to separate decimal places in currency and number values
Currency	Currency code used to deal with currency values. Values displayed will depend on the currencies enabled in your instance of Mythradon
Silent Mode	Flag controls if Silent Mode is used. In 'Silent Mode' after-save scripts will be skipped; stream records won't be created, workflows will be skipped; Enabling this will improve import performance

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Step 6 - Set Field Mapping

• Press the Next button to navigate to the Field Mapping page of the Mythradon Data Import Wizard.

There are two sections on this page

• Field Mapping
• Default Values

Field Mapping

Modify/confirm the field mapping used for each field

Note

When using Create and Update or Update Only, you must specify which fields the system should use to search for and match existing records.

Match Fields

For Create and Update or Update Only actions, select one or more fields that will be used to identify existing records. The combination of these fields should uniquely match a single record in the system.

Default Values

The Mythradon Data Import Wizard allows you to set default values for fields that may not be included in your input CSV file.

• Select the Field and the appropriate default value as per the following image:

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Step 7 - Run Import

• Click the Run Import button to start the data import process

Note

It is recommended to use batches of records of no more than 50,000 records at a time.

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Step 8 - Verify Import

After the import process completes, the Import Wizard displays a status page summarising the results.

You'll see a breakdown of:

• Successfully Imported records
• Duplicate records
• Updated records

A downloadable copy of the original import file is also available for comparison and review.

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Step 9 - Revert Import

Use this step only if the import did not go as expected and you need to remove the imported records.

Click the Revert Import button and confirm the action. This will delete all records created during the selected import.

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Viewing Previous Import Results

To access results from past imports:

• Select Administration → Import from the Menu Button
• Click the Import Results button in the top right corner of the Mythradon Data Import Wizard.

This opens a list of available Data Import Logs:

Each entry includes:

• A timestamp link to view detailed results of that import.
• The Entity Type and Created By information to help identify the log.

To delete an import log, click the Remove Import Log button.

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See Also

• Export Data from Mythradon

• Mythradon Bookshelf Home

• Mythradon Basics

• Mythradon Marketing
• Mythradon Sales
• Mythradon Service
• Mythradon System Administration
• Mythradon Tools

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