---
title: Is there a way to overlay data to existing records in a CloudNine Review project?
description: Use CloudNine Discovery Portal to overlay data to existing records in CloudNine Review.
---

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# Is there a way to overlay data to existing records in a CloudNine Review project?

## Use CloudNine Discovery Portal to overlay data to existing records in CloudNine Review.

With CloudNine Discovery Portal you can overlay additional data to existing records in a CloudNine Review project.  

[![DP-C9R\_Overlay](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/DP-C9R_Overlay.png?width=354&height=199&name=DP-C9R_Overlay.png)](https://cloudnine.dubb.com/v/kCJbna)

### **Overlay Data to Existing Records**

1. Launch CloudNine Discovery Portal. You are on the **Welcome** screen.
2. Select the **File System (e.g File Share, Hard Drive, Forensic Image, etc.)** - **CloudNine Review** workflow.
3. Click **Continue**.
4. Use your **CloudNine Review login** credentials to connect to **CloudNine Review**, then **Verify Your Identity**.
5. You are now on the **What kind of data are you uploading?** popup. Select the **Production/Processed Data** then click **OK**.
6. You are now on the **Select CloudNine Review Case** screen. Enter an **Upload name**, and select the **Case Name** (project) you will overlay to, and click **Next**.
7. On the **Select Processed Data and Supported Files** screen, **Browse...** to **Select the Native .DAT Load File** that will be used to overlay data to existing records in the database.  
     1. **Note:** The data load file must have a .DAT extension and looks for the delimiters of Comma: (020) and quote (254). The delimiters can be adjusted on the Field Select / Map screen.
8. Select **Overlay Data onto Existing Records**. The unique identifier that is the same in the load file and CloudNine Review project (typically Beg doc)  will be selected on the next screen.  
   ![OverlayDAT1](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/OverlayDAT1.png?width=465&height=420&name=OverlayDAT1.png)
9. Click **Next** to advance to the **Field Selection** screen. On the Field Selection screen, you will map the **DAT File Fields** to the **CloudNine Review Fields** to which you wish to update or overlay data.   
   ![FieldSelectMap](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/FieldSelectMap.png?width=688&height=622&name=FieldSelectMap.png)
10. From the **DAT file Fields**, select the field that will be mapped to the **Beg Bates (BegDoc),** which is the **key** field. The **key** field contains unique identifiers and exists in **both** the load file and the CloadNine Review project. Typically, this is the BegDoc, BegBates, DocID, etc.  
      1. If the DAT File Fields are not listed individually, the delimiters may not be accurate click the DAT File Fields option in the top right of the Dat File Fields column.   
         ![DATfileFields](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/DATfileFields.png?width=472&height=127&name=DATfileFields.png)
      2. This launches a popup to change **Date Delimiters**, **Text Encoding**, **Date Format**, and **Load File Sample**. Make necessary changes then click **OK**.  
         ![DAT File Fields Settings](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/DAT%20File%20Fields%20Settings.png?width=493&height=336&name=DAT%20File%20Fields%20Settings.png)
11. Map the **DAT File Fields** to the **CloudNine Review Fields**. 
      1. The **Auto Map** feature may be used to map fields with the same field name.
      2. If you have saved a **Field Mapping Template.JSON** file, you can use the **Import** option at the top of the Select/Mapped fields section.  
         ![ImportAutoMap](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/ImportAutoMap.png?width=688&height=69&name=ImportAutoMap.png)
      3. If the field does not exist, you can use the **Create custom fields** option at the top of the CloudNine Review Fields column to add a field to the CloudNine Review Project.   
         ![CreateCustomField](https://kb.cloudnine.com/hs-fs/hubfs/KB%20-%20Discovery%20Portal/CreateCustomField.png?width=420&height=85&name=CreateCustomField.png)
12. When all fields you wish to upload are mapped, click **Next** to advance to the **Confirm & Upload** screen.
13. On the Confirm & Upload screen review the **Uploaded From** and **Uploading To** information. Verify the data is accurate and add any optional **Notes & Comments.** When you are satisfied, click **Start Upload** to begin the overlay process.
14. The upload begins and you are taken to the [**Global Monitoring Console.**](https://kb.cloudnine.com/cloudnine-discovery-portal-how-do-i-monitor-the-upload-progress?hsLang=en)Here you can modify the progress of your upload a completed status indicates the data has been received by CloudNine Servers. You will receive email notifications when the data has been received and when it is ready in CloudNine Review.

For more detailed information on importing load files into CloudNine Review, see [How Do I Upload Processed Data to CloudNine Review.](https://kb.cloudnine.com/i-have-processed-data?hsLang=en)

 

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