2-2. Import Excel or CSV and create group data
This section explains how to create group data from Excel or CSV data.
*For basic operations of Cloud BOT, please refer to Basics - Chapter 1-1. Acquiring data from web pages (including an explanation of basic operations).
Create group data
1. Prepare a file for upload
Download the following CSV file and save it in your PC.
(Click the icon to download.)
2. Open the BOT editor
Open the BOT editor from the "Create BOT" button.
3. Create a Group
Open the Data Viewer and create the following group.
Group name：Customer Data List
Add columns.
Data type: Text Data name: Company Name
Data type: Text Data name: Contact Name
Data Type: Text Data Name: Email address
For details on creating groups and adding columns, please refer to "Basic - Chapter 2-1. Create group data from the data viewer".
4. Import the data
Click the "Import / Export" button.
Click the "Reference" button and upload the file downloaded in step 1 from your PC.
Click the "Import" button.
Click the "OK" button when a confirmation alert appears.
The contents of the CSV file are imported as group data.
When importing group data,
The columns whose group data name matches the file header are imported.
This concludes the tutorial "2-2. Import Excel or CSV and create group data".
Go to the next tutorial >> 2-3. Acquiring list data from web pages and creating group data
