Improved Topics Import

Enhancement: Improved Topics import to be more user friendly and add new capabilities to fine tune data import.

What’s New

1. Create/update: Creates new or updates existing Fact Cards
2. Archive: Archives existing Fact Cards
3. Purge: Permanently deletes existing Fact Cards
4. Skip: Ignores rows during import
5. Add group only: Adds to groups without updating other data
6. Remove group only: Removes from groups without updating other data
7. All data: Updates all Fact Card data (for multi-groupable types)

Where You’ll See This

Data Import Capabilities

• Basic Data: Name, aliases, description
• Groups: Single and multi-group assignments
• Hierarchical Groups: Support for nested group structures (up to 5 levels)
• Assessments: Scale values and numeric responses
• Tags: Multiple tag assignments with automatic creation
• Relationships: Parent-child relationships and partnerships
• Detail Answers: Fact template responses with type validation

Validation System

• Column Headers: Automatic detection and validation
• Data Integrity: Required field validation and type checking
• Import Handler Rules: Validation of handler combinations
• Reference Validation: Ensures referenced entities exist

Error Handling

• Row-level Errors: Specific error messages with row numbers
• Validation Errors: Clear descriptions of data issues
• Reference Errors: Missing parent, group, or template errors
• Import Summary: Counts of created and updated records

See our Import Data User Guide for further details.