Managing the Data for an Entity

Add, edit, import, and delete data records for an entity in Data Service.

You can import the entity in UiPath^® Studio and use it in your process to create data. You can also add, manage, and delete basic data for entities directly in Data Service.

Adding Data

To add new data to an entity:

1. Select the entity for which you want to add more data.
2. Access the Data tab.
3. Select Add New Data.
4. In the Add Data panel, add a value for each field that you have defined for the entity.
5. Select Save.

A new data record is displayed in the Data tab.

Importing data using a CSV file

Import records from a CSV file to add new data to an existing entity.

Before you begin

• You have Read and Create permissions for the entity to which you intend to import data.
• You use a web browser other than Mozilla Firefox. Importing is not supported in Firefox.
• Relationship fields, choice sets, and auto-number fields in the entity are designed as non-required. Importing is not supported for data in these fields.
• Your CSV file meets the prerequisites for the CSV file.

Prerequisites for the CSV file

To ensure the successful outcome of the import operation, your CSV file must meet the following prerequisites.

File format:

• The CSV file must be saved as one of the following types:
  • CSV (Comma delimited) (*.csv)
  • CSV (MS-DOS) (*.csv)
  • CSV (UTF-8) (*.csv)
• The column separator in the CSV file must be a comma.
• The CSV file can be at most 10 MB.
• The CSV file can contain at most 30,000 entries.

Column content:

• Columns in the CSV file must match the display name of the entity fields.
• Columns in the CSV file must match the field data type. For example, for a Text type field, the column in the CSV must contain text.
• Columns in the CSV file must have values for entity fields marked as required.
• Columns in the CSV file corresponding to fields marked as unique in Data Service must not contain duplicate data.

Import the file

1. Navigate to the entity where you want to import data.
2. In the Fields or Data tab of the selected entity, select Import data. The File explorer window opens.
3. Browse for the CSV file containing the data you want to import.
4. If a pop-up message asks you to confirm because you previously selected the same file, confirm the import.

Import successful

The "Import successful!" pop-up informs you about the successful outcome of the import.

The new records are displayed in a bold font.

The system built-in Created By field displays the account that performed the first import, whereas the system built-in Created field displays the date of the first import. The Modified By and Modified fields provide details on the subsequent imports for the same entity.

Default values are provided for fields where the data in the CSV file is missing.

Import failed

The "Failed to Import" message box informs about the error causing the import to fail.

An import can succeed overall even when individual records fail. You can access an output file containing the failed records for review.

Failures caused by throttling may occur when more than 10 users are importing simultaneously. If this happens, attempt the import again.

The overall import fails when:

• 80 out of the first 100 records fail at import.
• Network connectivity issues occur.
  Important:

  If you cannot download the failed records file, request a copy by reaching out to support within seven days. Provide the following data:

  • Date and time of the import
  • Organization ID
  • Entity ID
  • User email

Updating Data

To modify a data entry:

Note:

You cannot change the value of the system built-in fields.

1. In the Data tab, select the checkbox in front of the data row you want to edit.
2. Select Edit, available on the right-hand side of the screen.
3. Apply the updates.
4. Select Save.

Note:

You can also modify a data entry inline by selecting the field for a data row you want to edit. Make your changes, and then select outside the field or press Enter to persist them.

Deleting Data

To delete a data record:

1. In the Data tab, select the checkbox in front of the data row you want to delete.
2. Select the Delete icon available on the right-hand side of the screen.
3. Select Delete in the Delete Data dialog to confirm the action.

The data record is removed from the list of data records in the Data tab.