Changes to Import Rx in 2025

About this Release

In 2025 Release 2, we've made it easier to import data into Big Table records with the introduction of a new process to upload .csv and .txt files directly. This includes specific rules for how the system processes data, especially when using a combination of file data and fixed values. Examples:

• .csv Data is Prioritized: If both a .csv column and an "Add Fixed Value" field have data for the same Big Table field, the value from the .csv file is always used.
• Fixed Value for Blanks: If a row in your .csv file is blank for a specific field, but you have set an "Add Fixed Value" for that field, the fixed value will be inserted for that row.
• Special Character and Spacing Integrity: Values with leading or trailing spaces, multiple line breaks (in Text Area fields), and special characters will be inserted exactly as they appear in your .csv/.txt file.
• Boolean & Date Standardization: The system enforces specific accepted formats for Boolean values (e.g., true, yes, 1) and date/time fields. Incorrect formats will result in an error file.

New Tabs, Tab Names & Tab Order

We've also made some changes to the Import Rx user interface and tab order, including the new Import Rx: File Import tab that is the primary interface for uploading and mapping file data.

Two new supporting tabs, Import Rx: Source Files and Import Rx: Source File Mappings, store the details of the uploaded files and their corresponding mappings, as well as modifications to selected mappings (e.g., adding new .csv headers).