Low-code designer > Manage apps / Data import

Data import

The importing tool allows 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 Advanced access settings.

конец внимание

To start importing data, follow these steps:

1.  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 customer database to ELMA365. Customer data is stored in .xlsx table in the following columns: company name, phone, email address, contact person, and bank details. In order to complete the import, first, create a relevant app and add to its form fields of the appropriate type: String (to add the name), Phone number, Email address, Full Name, and Text.

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2. Generate a template for the app.

A template is used to align an uploaded file with the importing requirements.  

To download the template, click the three-vert-dots-icon icon in the upper right corner of the app’s page and select Data Import. In the window that opens, choose the type of the template depending on the type of file you are planning to import: .xlsx or .csv.

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3. 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.   DI 3

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” (without quotes).

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]

4. 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 three-vert-dots-icon 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. 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.

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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.

If you export data from the app without system information, new items will be added to the app when you import the file.

Importing multiple values

If you want to import multiple values to one ELMA365 filed, use a comma (,) as a 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.

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Correct the entry and continue importing.

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