ingenious.V12 EN
Data import
System modules > Data import

In the data import, diverse files (XML, fixed text length, free text length) can be processed and imported. Settings for data import can be stored or downloaded. With the Data Import Manager, data from several data files can be inserted directly into the tables. Data files can include records as texts of fixed lengths (i.e. each record 200 characters long, the first 30 matchcodes before, the next 20 names, the next 50 addresses, etc.). Data files can have a data record per line and individual fields will be separated by specific symbols i.e. tab, semicolon, etc.

Kap_5_5_3_Bild_2.jpg    Open file for data import

Kap_5_5_3_Bild_3.jpg    Save settings

Kap_5_5_3_Bild_4.jpg    Download saved settings

Kap_5_5_3_Bild_5.jpg    Open macro editor

Kap_5_5_3_Bild_6.jpg    Delete link

Kap_5_5_3_Bild_7.jpg    Automatic assignment of the table field to data entries

Kap_5_5_3_Bild_8.jpg    Create import preview

Kap_5_5_3_Bild_9.jpg    Import data

Assignment of the table fields will be done using Drag & Drop or automatically. Files can be viewed or forwarded with arrows or double arrows. In addition, error corrections of erroneous data, or of already existing records can be made with the “File” register card. In the section “Data files”, it can be determined what should happen if a data file already exists.

In the section “Corrupt file”, one can show what should happen when there is an error (incorrect macro, duplicate matchcode, etc.):

In the section “Corrupt file”

In the segment “Separators”, the sentence length and separator can be set. In the segment “Format”, settings for the file type and font can be made (important for showing ü, ö, ä, ß). Other settings are possible in the segment “Preview / import”. If one more table header is saved in a file for instance, a 2 must be set in “Imports from the line”. If one has to import many records, one can show how big the preview should be with “Preview max. lines”.

The file records can be edited by means of a macro editor before the import. For example, the zip code can be filtered out from an address line or the order articles / sales articles are placed as “true”. The macros can be stored separately as a file and be loaded.

Practice with data import

  1. Apply an Excel file with the following values and save this as a text file on your desktop under the name "Importtemplate”.

    5_3_3_Bild_3_neu

  2. Now open the data import and pull the table of contents with Drag & Drop, as illustrated, in the table allocation area. Then click on the  button and choose the provided import template.

  • Using Drag & Drop, pull the file data in the corresponding order in the area “Data mapping”, or click on the  button for the automatic allocation of the data.

  • With the help of the macroeditor  you can enter different macros for different types of calculations

    Example: Random assignment of the customer identification number

  • Now put the following settings in the “File” area and begin the import by clicking on the  icon.

  • If the export was successful, you will see the newly added contacts in the contact list view.

      Practice for text recognition

      1.   With the help of the windows editor create the following file and save it

      2.   Open the data import and select the category “File”. In the area “Separators” choose the option “Symbol”, in the Field “End of field” the option “semicolon” and the quotes as optional character recognition. The semicolon is used as a indicator, that indicates the end of a data field.

      3.   Switch to the category “Fields” and click the button Kap_5_5_3_Bild_2.jpg. Choose the created text field and open it.

      4.   Click on Kap_5_5_3_Bild_23.jpg to view the data field of the second line. Here only three field are created, because the semicolon was recognized as a text in between the two quotes.