Hello!

We recommend using Excel import for working with large volumes of data.

Excel data import | Creatio Academy

You can also check the Marketplace for data import add-ons, which might be helpful.

Additionally, I can suggest importing the data directly into the database using SQL scripts.

Regards, 
Orkhan

Hello!

Thank you for your question!

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

Have a nice day!

Hello community,

Any update regarding this topic?

Sasor

Hello, answer has been already provided , but we will duplicate it below for your convenience: 

"Thank you for your question!

Allow me to clarify how the import process works. When importing data into Creatio, you are essentially transferring the information from your Excel file into the corresponding database table. Each detail in Creatio corresponds to a different object or database table. Therefore, during an import, data can be inserted into one table or object at a time.

Import to Contact/Accounts have custom core logic applied, but all other objects work with logic described above.

You can read more about Excel import on Creatio Academy: https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/busine…

Have a nice day!"

Dear support team members

Kateryna and Oleksandra

I believe you missunderstood our request

_____________________________________________

Here is the scenario

1. We are in the Opportunity Section.
2. We want to import a list of Competitors.
3. While importing the excel file, containing the Competitors list, we need that the competitors list, is assigned to this specific Opportunity '495 / Fast Works / Sale of Goods'
4. We want to obviously achieve this without manually adding the '495 / Fast Works / Sale of Goods' as a separate column for all the records of the excel. 

Is there any example in the Code-Base, or any other workaround where this is achieved?

Sasor
 

Hi,

Yes, it is possible to perform the mapping this way. You need to map the Email field from excel file to the Owner.Email field, which means you need to "drill down" into the column of the object referenced by the Owner column.
 

Here’s a guide on how to achieve this:





I hope this helps!

Pavlo Sokil,

Thanks a lot!

Hi Raí,

The GetBigData and GetBigTopData functions were created as a workaround for the limitation of 20k records imposed by OData when attempting to download table data. The actual function used for data retrieval is GetData.


These functions enable you to download a snapshot of the table, bypassing the 20k record restriction. However, it's still necessary to apply a filter that ensures fewer than 20k records are retrieved in the process.

As a solution, we recommend using a regular database backup. After obtaining a copy of the database, you can restore it locally and configure Power BI to connect to this local DB copy. This approach will be much faster, more convenient, and ultimately easier for you.

Regarding the "credential error", I'd recommend you delete all connections from "Data source settings" menu. It might reset all previously entered credentials.

Hi Rai,

I and I am sure many others would appreciate an update on what you have done to get PowerBI working to a level it is genuinely useful. Like you I found the performance of the data ingestion to be painfully slow, prone to throwing errors and limited in the data retrievable.

Whilst the reporting capabilities within Creatio have improved, and will further when List object is available again, I cannot see it being a truly capable BI tool on its own data for some time yet. Especially when it comes to having mixed sourced data on the same page.

Thanks for sharing any useful information you may have.

Mark

Hi Jeffrey,

To import data to the Event section, you can add an import button to the event page or go to System Designer, where you can import records to any object.

To add the import button, you need to open Page Designer. Then, add a button component to the page. In the action section, choose the "Data import" option, finish the setup and save the page.
 

To import data without adding the button, please go to System Designer and choose "Data import" section:

Have a great day!

Alina Yakovlieva,

Thanks a lot for your help. 

Please kindly contact our support in order to resolve this query 

Hello Nicolas,



The logic of making the field empty using data import is not developed yes and as a result, there is no way to make the field empty using the import tool. 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Hi Nicolas, 



It's possible to do using the free add-on available on Marketplace. 

https://marketplace.creatio.com/app/mass-updating-creatio

Have a great day! 

BR,

Jacek

Hello,

The cause of the problem is the difference between the versions of websites of Сrеаtio that you used during the development of your package versus installation.

Kalymbet Anastasia,

Dear Anastasia, 



Thank you for expllanaition. Is there any possibility to make my package suitable for versions lower than original?

Hello Pascal,

unfortunately this is not quite possible.

The thing is that you can export the DB in such way, but you will not have any objects in the system.

So we would recommend sticking to the standard way. Also, we will register this option as a wish for the dev team to implement it in the future.

Regards,

Gleb.

Maybe you could create a single column in Creatio to store order number + date, then in the Excel file use a formula to append the values together and map that value to link to the order? 

Ryan