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How do I import content?

1. Through the main navigation menu on the left, go to Administration > Import

You could also get to the import screen by following the path below:

Administration > Admin Console > Import

2. You will now see a drop box panel where you can either drag and drop your file directly, or use it to browse and search for your file by clicking on it

3. Once the file is uploaded, you will be able to see a quick overview of the contents it contains

4. If you want to remove this uploaded file, just select the change link

Yellowfin will scan the data from your file to see if any of it is already present in the system, and if so, it will display an error message alerting you of this. This helps you to not store double copies of your data and reports, even if they have a different name. (Yellowfin can match the universally unique identifiers/UUID of each file regardless of what their current name may be.)

5. Next, choose how to proceed with the import; Yellowfin gives you three options as explained below:

All: Select this option to import all the data from the file; this includes the primary and secondary content. (Note: If any of the data already exists in your new file, it will be added again anyway).
Restore: This type of partial import lets you choose which of the primary content to import. You cannot choose between the secondary content, but the entire secondary content related to your chosen primary data will be imported as well.
Custom: If you proceed with this selection, you can choose the primary and secondary content to import. This way you can customize the content that you want to import, any way you like, giving you full control.

6. After selecting one of these buttons, click on the continue button

7. The following few steps differ according to your previous selection. You can view them by clicking on All, Restore or Custom

8. Note: For a more detailed understanding of the status bar at the top of this screen, click here.

How do I import content?

Importing the entire content list