Import data

In Almitee, certain modules offer the flexibility to import data using Excel or CSV files, simplifying the process of adding bulk entries. This guide outlines the steps to import data efficiently and accurately.

Initiating the Import Process

Accessing the Import Feature

  • When you're in a module that supports data import, click on the "Add" button as if you were adding a new item.

  • If the import option is available, you'll notice an "Import" link in the top right corner of the dialog or page.

  • Click on this "Import" link to initiate the data import process.

Import Process Steps

Step 1: Upload File

  • The first step in the modal window is to upload your file. Click the upload area or drag and drop your Excel or CSV file into the designated space.

  • Ensure your file meets the specified columns for a successful upload.

Step 2: Select Header Row

  • After uploading, the next step is to select the header row in your file. This step ensures that the system correctly identifies the column names.

  • Choose the row in your file that contains the column headings, which will be used to match the data fields in Almitee.

Step 3: Match Columns

  • Now, match the columns in your file with the corresponding fields in Almitee. This step is crucial for accurate data mapping.

  • For each column in your file, select the corresponding field in the system. This ensures that the imported data populates the correct fields in the module.

Step 4: Validate Data

  • The final step involves data validation. The system will check the imported data for any inconsistencies or errors.

  • If there are any issues, you'll be prompted to correct them. This may involve going back to previous steps to adjust mappings or edit the file directly.

Finalizing the Import

  • Once all steps are completed and the data is validated, finalize the import process. The system will then integrate the imported data into the respective module.

  • You will receive a confirmation once the import is successful, and the new data will be visible in the module.


Importing data through Excel or CSV files in Almitee streamlines the process of adding bulk entries, making it more efficient to manage large datasets. By following the structured import steps, you can ensure your data is accurately reflected in the system. If you encounter any issues during the import process or need further assistance, Almitee's support team is available to help via

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