Some features in Agent Guidance allow options to be imported, rather than manually typing each item in. For example, a List Box Field could display an imported list of products, or Users could be imported from a database.
Note: the import feature works on a data snapshot taken at the time of the Import Wizard's action, rather than an ongoing sync or continual updates.
The Import functionality is accessed by clicking the Import button, typically either located within a Field's Advanced Options tab, or in the titlebar for a relevant menu item:
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While different features may offer slightly different import processes, the general process can be split by the data source type used:
Database allows entries to be imported from an existing database, for example an external SQL database or the Agent Guidance database.
File allows entries to be imported from Microsoft Excel or Access.
Web Service allows entries to be imported from a RESTful JSON API.
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