How do I Bulk Import Data?

If you are interested in setting up an importer based on your Lab's data/instrument export files reach out to support@confidentlims.com.

In this Article

1. Importing Data Using the Uploads Importer
2. Importing Data Using the Array Importer
3. To Manually Apply an Importer Data Set in the Sample Page
4. Auto-Applying Assay Statuses When Importing Data

Importing Data Using the Uploads Importer

1. Navigate to Importers → Upload Files
2. Select the file format being imported from the Uploads Importer drop down menu
3. Click to upload the file(s) or drag and drop the file(s) to upload
   
4. Check the box(s) next to the File Name(s) and click Import Selected
   
5. A message will appear that the import was successful
   NOTE: Multiple files can be uploaded and imported at once!

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Importing Data Using the Array Importer

1. Navigate to Importers→ Array Import
2. Select the file format being imported from the Select Importer drop down menu
3. Copy data from your spreadsheet or file and paste into the Paste Field, click Save
   

   

4. A message will appear that the import was successful
   
   

To Manually Apply an Importer Data Set in the Sample Page

1. Navigate into a Sample ID associated with the data that was imported
2. Click Importer Results→ Apply All Results in the drop down menu or select the individual file you would like to import
   
3. Once data has loaded into the sample page and assay tab, save the applicable assays. Your data is now ready for report generation!

Auto-Applying Assay Statuses When Importing Data

1. For more information on how to assign Assay Statuses for samples, refer to the article How do I assign an assay status to a sample?
2. To set up Importers to Auto-Assign Assay Statuses when data is uploaded, navigate to Settings -> Laboratory -> Importers
   
   Alternatively, these settings can be accessed in the Importers module by selecting Importer Settings
   
3. Once in the Importer Settings page, there is a table that lists all importers your lab currently has configured and a table of assay categories
4. To set a status to be auto-applied when importing data, find the Importer you would like to have an assay status auto-applied for and the relevant assay categories associated with that importer configuration
5. Select the Status button in the table to set the desired Assay Status
   
   
   'Use Default' will use the default status selected for importing in your Assay Status settings. Navigate to Settings -> Laboratory -> General to set a default importing status. Scroll down to Assay Status settings and select the Pencil icon or three dots for the status you'd like to set as a default.
   
   'Preserve Status' will not update an assay status when data is imported. The status will be saved as the current status already applied to the assay for that sample.
6. Once setting up which Assay Statuses you would like applied when uploading data for each importer configuration, you will see those statuses reflected in the sample page when data is imported for a sample.
   
   
   

If you have any questions or issues, please reach out to support@confidentlims.com for assistance!