New File Import Tab and Supporting Tabs

Import Rx: File Import Tab

This tab allows users to upload .csv or .txt files and map the file headers to the corresponding Big Table fields. You can also define additional fields using the "Add Fixed Value" section. After mapping, click Save & Create BT Records to convert the uploaded file data into Big Table records.

No Header Option

The ‘Data file with no Header’ checkbox allows users to map file columns to Big Table fields when a header row is absent.



Automated Conversion

The ‘Auto-Start Import Process After Big Table Creation’ checkbox automatically converts Big Table records into Contact records.

Important:
Before enabling, you must navigate to the Import Rx: Data Source Mapping tab to map all Big Table fields to the corresponding Contact fields.

Save Mapping Feature

Users can save a mapping, re-upload the same .csv or .txt file later with updates, and map only the newly added fields.

Add Field in File

Re-upload the Same File

Add or Update Instruction Text on the Import Rx: File Import Tab

Attention:
As a prerequisite: you'll need to ensure that the Translation feature is enabled in the org.

On the ImportRx: File Import tab, you can update the instruction text using the custom label ERx_File_Upload_Instructions.

Steps:

  1. Click on the custom label.
  2. Click New Local Translation / Override.
  3. Select the desired language.
  4. Enter the Translation Text.
  5. Click Save to apply the changes.




Tip:
Using the # character splits the instructional text.

New Supporting Tabs

  • Import Rx: Source Files: Stores all details for uploaded files and their associated mappings.

  • Import Rx: Source File Mappings: Allows users to select an existing mapping, modify its fields, or add a new CSV header using the + icon.