Importing records

Auxx.ai's import wizard lets you bulk-create records from CSV files. The process walks you through four steps: upload your file, map columns to fields, review resolved values, and execute the import.

Start an import

1. Open any custom entity's records page
2. Click Import in the top-right
3. The import wizard opens

Step 1: Upload CSV

Upload a CSV file by dragging it onto the upload area or clicking to browse. The file must be a valid CSV with headers in the first row.

File size limits:

Step 2: Map columns

Match each CSV column to a field on the entity. The wizard shows sample values from your file to help you identify the right mapping.

For each column, choose one of:

• Entity field — map to a specific custom field
• System field — map to a built-in field (for system entities)
• Skip — ignore this column

Relationship columns are mapped by matching the display name of the related record. For example, a "Category" column maps to a relationship field and Auxx.ai looks up categories by name.

Step 3: Review values

The wizard validates and resolves all values before importing. For each row, you'll see:

• Valid — value parsed and ready to import
• Warning — value resolved but may need review
• Error — value could not be resolved (e.g., no matching related record found)
• Create — a new related record will be created

You can override individual values or fix errors before proceeding. Date and number values are automatically parsed from common formats.

Step 4: Execute

Review the import summary showing how many records will be created, updated, or skipped. Click Execute to run the import.

After completion, you'll see results:

Failed rows include per-row error details so you can fix and re-import them.

Import history

View past imports and their statuses from Account & Security > Import History. Each import shows the file name, entity, date, and outcome counts.

Next steps