Data Import

Overview

Data can be added into a database manually by creating records, through parsing or by using the various data import tools described below. 

This article covers:

  • Importing Outlook Contacts to Invenias
  • Bulk importing by CSV

Importing Outlook Contacts to Invenias

This section will show you how to add contacts from your Outlook list into Invenias in bulk.

Permission Required: Please note, to bulk import Outlook contacts you must be in the user group "System Administrators" & have Invenias installed in cached mode. Users are able to add individual contacts without any Permission & in Cloud mode.

Within the People tab in Outlook, highlight the people you would like to import into Invenias using either Control + Click, or Shift + Click and press Import Multiple Contacts:

Bulk Importing by CSV

To import records into your database using a CSV (Excel) file, please refer to the CSV import article.