Importing spreadsheet data

In list mode of an solution click the Package import icon.

Columns in the import file will be matched to fields in the active solution. Preferably system field names should be used, as these are guaranteed to be unique. A template for the data can easily be built by selecting the "System export" option during export of existing data.

The result of an import operation is another CSV with response on each line in the file, either

• SUCCES
• FAILED [reason why]

In case of inserts an DataID column is also added to the response.

Tip: In case some lines fail. Just remove the lines with SUCCES, correct the faulty ones and try again after saving changes to the response file.

New data (insert)

New records will be created in accordance with matched fieldnames in the file. Missing values will be set to either the field default value or simply declared empty.

The presence of "DataID" column will make the import fail (countermeasure again human errors during imports).

Changes to existing data (update)

Existing records will be mached using one of the following methods

• Lookup by column named "DataID" in the import file
• Match by database lookup of all fields marked with "Is part of a unique key"

On the matching columns present in the file will be updated. Unmatched values will simply hold on to the value they had in the latest revision.