Some tasks require you to add a large number of records via a file upload. This section provides an overview of the basic steps for using and navigating the file upload pages (see Figure 8).
Note: The instructions in this section apply to file upload pages only and do not apply to upload tasks available on pages such as the
When uploading a file, you must first download a file template and fill it out in a spreadsheet application. The guidelines for a template depend on the record type.
You can click next to the Upload History panel on the File Upload page to view a log of the files that have previously been uploaded for the selected record type.
To upload a file:
1.On the file upload page, click Download Templates and select the appropriate file type.
2.Open the file in a spreadsheet application, fill it out, and save it.
3.On the file upload page, click Browse and select the file you created in the previous step.
4.Click Next. The Preview page appears. Use the file preview on this page to verify you uploaded the correct file.
Note: If a record contains an error, that record will not be included in the upload. If a record contains a warning, that record will be uploaded, but the field with the warning will be invalid.
- Optional: Click the error and warning icons in the validation results to view the reason a field is invalid.
- Optional: Click Download Validation Report in the upper-right corner to view a file listing the validation results for the upload file.
Note: If your file contains a large number of records, TIDE processes it offline and sends you a confirmation email when complete. While the file is being validated, do not press Cancel, as TIDE may have already started processing some of the records.
6.Do one of the following:
- Click Continue with Upload.
TIDEcommits those records that do not have errors.
- Click Upload Revised File to upload a different file. Follow the prompts on the Upload Revised File page to submit, validate, and commit the file.
The Confirmation page appears, displaying a message that summarizes how many records were committed and excluded.
7.Optional: To upload another file of the same record type, click Upload New File.