You can import data by uploading Excel spreadsheets and .csv files to ELMA365 apps. This allows you to quickly populate your apps with a large amount of data.
начало внимание
By default, all users can import data to the system. Learn how to restrict import in the Access to app data article.
конец внимание
To start importing data, follow these steps:
- Create an app that will store the data.
To ensure that data is imported correctly, add fields to the app form that will store this data. Suppose you want to upload your customer database to ELMA365. Customer data is stored in an .xlsx table in the following columns: company name, phone, email address, contact person, and bank details. In order to complete the import, you first need to create an app and add fields of the appropriate types to its form: String (to store names), Phone number, Email address, Full Name, and Text.
If the system field Status is specified in the table you import, statuses need to be configured in the app.
- Generate a template for the app.
A template is used to make the file you are going to upload meet the import requirements.
To download the template, click the 
icon in the upper right corner of the app’s page and select Data Import. In the window that opens, choose the type of template depending on the type of file you are planning to import: .xlsx or .csv.
- Bring the file you want to import in accordance with the template.
The template contains a table with columns that match app fields. In each column, there is an example of data it can contain. 
You can copy the names of fields from the template into your file or fill out the template with your data. Here are the requirements to the format of the data you want to import:
Field type |
Data format in the template |
Note |
Example value |
Name |
Text |
|
Invoice |
String |
Text |
|
Order |
Number |
Integer or non-integer |
In the format specified for the column in the template. |
27.37 |
Yes/No switch |
true or false |
true means the variable is switched to Yes or another value that replaces it. false means the variable is switched to No or another value that replaces it. |
Text value: Enabled Value in the template: true |
Date/Time |
Date and time |
In the format specified for the column in the template. |
17.04.2022 13:27:20 |
Category |
Text |
The option of the Category field (the name, not the code) assigned to the field during import. |
Let’s say the Delivery field has three values: Customer pickup, Courier delivery, and Parcel collection. You need to import an order delivered by courier. To do that, in the corresponding row of the table in the template, you need to enter Courier delivery. |
Money |
Integer or non‑integer |
|
125.6 |
Account |
|
Cannot be imported. |
|
Phone number |
Integer |
|
16505551122 |
Email address |
Text |
Format: name@domain |
name@example.com |
Files |
File name[file ID] |
You can only import files previously uploaded to ELMA365. To get a file’s ID, click its name. The ID will be displayed in your browser’s address bar. |
file1[fd2af6d9-3e95-4896-9604-250929347acb] |
Full Name |
Text |
The first word is considered the last name, the second one the first name, and the others the middle name. |
Rogers Sarah Jane |
Link |
Link text |
|
https://elma365.com/en |
Table |
|
Cannot be imported. |
|
Users |
[User’s ID] |
To get a user’s ID, go to Administration > Users and click on the name of the user’s account. The ID will be displayed in your browser’s address bar. |
[29cadb73-8246-4f3d-9992-87a4a1ad20cf] |
App |
[App item’s ID] |
The app item needs to belong to the app that the field is linked with. |
[12f05b18-5559-40cb-b138-97b8d0233f4c] |
- Upload the file populated with data to ELMA365.
When you make sure the file you are importing is aligned with the template, go back to the ELMA365 interface. Click the icon in the upper right corner of the app’s page and select Data Import. In the window that opens, upload the prepared file.
Here you can also check the Ignore event handler box. It disables all event handlers configured in Administration > Modules while importing the data. This allows you to reduce the system load if an event handler runs whenever a new app item is created (for example, if a notification is sent or a business process is launched).
Click Import, then Close. The new data will appear in the app.
Note that the importing speed depends on the number of app items and number of indexes in the PostgreSQL database. Indexes are created in the database for each app property with the Search and sort option enabled. If you need to import a large volume of data, we recommend enabling this option after the import.
What to keep in mind when importing data
By importing files, you can update information stored in several app items at once. To do that, export data from an existing app into a file (you need to check the Export system information box). Edit field values in the file, then import it back into the app. All edited app items will be updated.
You can specify a new status in the Status system field in the table. Note that if you specify a status ID (status: id) that doesn’t exist, the item will be assigned the initial status configured in the app.
If you export data from an app without system information, new items will be created in the app when you import the file.
Importing multiple values
If you want to import multiple values to one ELMA365 field, use comma (,) as separator.
начало примера
Example:
company@example1.com, company@example2.com allows you to add two email addresses to one field.
конец примера
This works for the following types of fields: Number, Category, Phone number, Email address, Link, Users, and App.
Possible errors
The format of the loaded data must match the type of field. Otherwise, you will see a warning indicating the row and column in which the incorrect entry was found.
Correct the entry and continue importing.
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