Need

In many business scenarios, users need to load multiple records quickly into xDM without creating them manually one by one.


Typical use cases include:

  • Initial data onboarding
  • Mass updates
  • Business-user driven uploads
  • Data corrections
  • Spreadsheet-based data collection

Semarchy xDM supports bulk import directly from:

  • CSV files
  • Excel spreadsheet files

However, the import action is not enabled by default and must first be configured in Application Builder.


/!\ Data size limitations

Import actions process records sequentially and execute enrichers, validations, and triggers based on the selected stepper’s configuration. Therefore, they are not suitable for importing massive files in the range of 10,000 rows or more. If you have large volumes of data, it is recommended to use ETL/ELT tools designed for bulk imports.


Summarized Solution

To enable bulk import in xDM:

  • Open the entity in Application Builder.
  • Navigate to the entity’s Action Sets.
  • Add an Import action.
  • Save and deploy the model.
  • Refresh the application.

Users will then be able to:

  • Open the entity.
  • Launch the Import action.
  • Upload a CSV or Excel file.
  • Follow the import wizard.

The wizard guides users through mapping and validating the imported data.


Detailed Solution

Configuration in the app builder

  1. Select your entity.
  2. Navigate and open Action Sets.
  3. Add an action set with action Import.
  4. Save your changes.
Does xDM allow me to do a bulk upload? How can I set it up so I can import an Excel spreadsheet or CSV file?


Usage in the app

  1. Refresh your application.
  2. Open up the entity for import.
  3. Open up the actions and select the configured "import" action.
  4. Follow the wizard style import process and you're done.
Does xDM allow me to do a bulk upload? How can I set it up so I can import an Excel spreadsheet or CSV file?


Does xDM allow me to do a bulk upload? How can I set it up so I can import an Excel spreadsheet or CSV file?