Import Data

Using Reports, you can import simple spreadsheets (CSV) into SAM.

Spreadsheet to import, saved as comma separate values (CSV).
Create a Report with exact column order as your spreadsheet to map columns to fields in SAM.

Notes

Name columns must be divided prior to upload into First Name and Last Name fields. Make sure your first/last name order for columns is correct before import.

In SAM, open desired report > click Options > Advanced Options > Import Data > upload CSV > Save >

Review the mapping > check 'Use Existing Case when Exists' if importing records previously entered and no additional Case should be added >

Table and Field dropdowns can be used to remap (optional, as needed).

Press Confirm when you are ready or 'Cancel and Edit' to make edits.

Important Notes

SAM will show an error message if you choose fields that cannot be imported, such as calculations and non-editable fields.
Records may be matched to existing records when 'Use Existing Case when Exists' is checked.

When confirmed and finished processing, SAM will share a link to a Report of Migrated Records.

Report is filtered by the 'Imported From' field for newly added records.
Matched records will not be shown in this report.
Record Count on the report may not match the number of rows in your spreadsheet when matching occurs.