fix: updated import guide with the latest information on required fields for records (#296)

Author: SamDesmondKing

pages/discover/importing_from_excel.md

@@ -3,7 +3,7 @@ title: Importing Data from Excel
 layout: pages
 parent: Discover
 keywords: excel, import, apps, data, servers, clusters, database instances
-last_updated: November, 2022
+last_updated: September, 2025
 summary: "Easily import your Excel spreadsheets into Tidal"
 permalink: import-from-excel.html
 ---
@@ -50,24 +50,21 @@ Remember to add those fields before importing the data.
 
     {% include image.html file="import_step1.png" %}
 
-3. Map the columns of your sheet to the fields from the drop down. If you have a column that is not present as a field and you want to import it, you can add that field.
+3. Map the columns of your sheet to the fields from the drop down. If you have a column that is not present as a field and you want to import it, you can create a custom field, then map the spreadsheet column to your new field. Custom fields can be created in the importer by clicking 'Create Custom Field'.
 
     {% include image.html file="import_step2.png" %}
 
 4. Click submit to import the data.
 
-{: .note }
-If you are importing applications, the _name_ field is required for each application in order to successfully import. For any of the other record types you are importing, there are no fields that are required in order for you to import them.
-
 {: .tip }
-The Tags option can be used to generate multiple tags and associate them with the record. You can use this track any type of categorical data. Additionally you can search and filter for records based on tags. Multiple tags can be associated based on one column of data, they are parsed and split on any commas (,)
+The Tags option can be used to generate multiple tags and associate them with the record. You can use this to track any type of categorical data. Additionally you can search and filter for records based on tags. Multiple tags can be associated based on one column of data, they are parsed and split on any commas (,)
 
 
 ### Importing Servers
 
-There are no required fields when importing Servers.
+When importing servers, the only required field is 'Host Name'. The Host Name is the name that your server is identified with throughout Accelerator.
 
-Default fields:
+The following server fields are present in Accelerator by default.
 - Host Name (*)
 - FQDN
 - Assigned ID
@@ -88,20 +85,17 @@ Default fields:
 - Operating System Version
 - Operating System
 
-
 **(*)** Associative fields.
 * _Host Name_, This field is used to identify the server and to create association with Databases and Applications,
 * _Cluster -> Host Name_, This field is used to indicate that the Server that belongs to a virtual machine cluster with _Host Name_.
 * _Database Instances -> Name_, If a server is hosting a Database (or multiple), this field should contain the **name**(s) of such database(s).
 * _Environment -> Name_, This field is used to represent the server's environment.
 
-
-
 ### Importing Databases
 
-There are no required fields when importing Databases.
+When importing database instances, the only required field is 'Name'. The Name is how your database instance is identified throughout Accelerator.
 
-Default fields:
+The following database instance fields are present in Accelerator by default.
 - Name (*)
 - Description
 - Database Size (MB)
@@ -111,16 +105,16 @@ Default fields:
 - Tags
 
 **(*)** Associative fields.
-* _Name_, When you are importing other records, Applications and Servers, and you provide a set of dependent databases with them the Name field for Database Instances is used to identify those databases and associate the databases as dependencies for those other records. This is helpful when you have some existing dependencies, between Databases and Servers or Applications, in your Excel files and want to capture and leverage them.
+* _Name_, When you are importing other records, Applications and Servers, and you provide a set of dependent databases with them, the Name field for Database Instances is used to identify those databases and associate the databases as dependencies for those other records. This is helpful when you have some existing dependencies, between Databases and Servers or Applications, in your Excel files and want to capture and leverage them.
 * _Server -> Host Name_, represents the server hosting a Database. This field should contain the **Host Name** of such server.
 * _Environment -> Name_, This field is used to associate a Database to an environment.
 
 
 ### Importing Applications
 
-When importing Applications, only the **Name** field is required.
+When importing applications, the only required field is 'Name'. The Name is how your application is identified throughout Accelerator.
 
-Default fields:
+The following application fields are present in Accelerator by default.
 - Name
 - Description
 - URLs
@@ -149,7 +143,7 @@ Default fields:
 - Business Owner
 
 **(*)** Associative fields.
- However, in order to properly map your inventory you must use the following fields.
+In order to properly map your inventory you must use the following fields.
 * _Servers -> Host Name_, represents the server hosting the Application. This field should contain the **Host Name** of such server(s).
 * _Database Instances -> Name_, This field should contain the **Name** of the database(s) associated to the Application.
 * _Environment -> Name_, This field is used to associate an Application to an environment.