Perform a Bulk Export or Bulk Import

Multiple records can be exported or imported at once using CSV files. Bulk import actions can be used for adding new records and editing existing records.

PREREQUISITES:

  • The Task Map Logic security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have at least one fee set up in the database. See Fee Setup for more information.
  • You must have at least one map layer configured. See Configure Assets for more information.
  • Users that are automatically assigned tasks by a task map layer must be assigned to the related map layer data (the UserID number and Username must be included). See your GIS administrator for assistance.
  1. From the home page, click Permitting and click Fee Map Layers.
  2. On the Fee Map Layers panel, select the entry or entries you want to export data for.

If you don't make a selection, the CSV export file will include data for all records.

  1. Click Export CSV.
  2. Select the type of fee map layers you want to export.
  • Export Fee Map Logic includes the XML condition, description, map logic action, and source type.
  • Export Assigned Actions includes the map logic and fee setup IDs.

The CSV file downloads.

  1. From the home page, click Permitting and click Fee Map Layers.
  2. Download the CSV file(s) that contains the appropriate rows and columns for the import you want to perform.
  3. Edit the CSV file with the data you want to add or edit and save the file.
  4. Click Import CSV.
  5. Select the option that matches the content of your CSV file. You can choose from Import Fee Map Logic or Import Assigned Actions.

The import panel opens.

  1. Drag and drop a file into the file upload area, or click within the file upload area to browse and select a file.

After selecting a file, data from the file displays for review in the columns above the file upload area.

  1. Click Import.