How to Import Data
Previous Topic  Next Topic 


First, click desired tab to open form where you want to import data e.g. Plan Parts.



Then click the button [Import] in the Main Toolbar or press keyboard shortcut [Ctrl+I] to open the Import form in new window.




Now define the path to the file containing data for import, select desired file format, pick the desired source file from the list and click the button [Open].



Now, you can define structure of imported file, map the source fields to the destination fields and define some transformations like "Default Value" or "Multiple by" in this form. When mapping done, click the button [Import] to start importing of data. When import is done, you can start to work with imported data.


TIP! If you have prepared data to import stored in clipboard, you can import them directly by pressing keyboard shortcut [Ctrl+J].


Explanation of Import form:


Options

First row is fields info

If the first row of import file is fields information, names of the fields will appear in the table of imported data instead of FIELD1, FIELD2 etc.

Filter

Here you can set filter for imported data. See more about setting of filter in chapter Filtering of Data.

Fields delimiter char

Here you can set fields delimiter identical with fields delimiter in import file.  (used only for *.txt and *.csv files)

Text definition char

Here you can set text definition in field. (Some text fields, e.g. Description or Note, can contain characters identical to "Fields delimiter char", therefore it is necessary to define these fields)

Clear current data before import

This check box allows you to clear all data from given View before Import.

Material field

Allows to set data field containing type of material of imported parts. If material field is defined and imported data contain more than one type of material, multiple plans will be created - each for one material. (It is possible to set material field only for import of plan parts!)

Import data


Displays actual table format - structure of imported file based on selected Options. Shows how the fields and rows of the file are recognized. Important for *.txt , *.csv and *.* files.

Field mapping

Destination Field

Shows Destination field where source field will be imported. 

Source Field

This is mapping field where you can set the name of Source Field, which will be imported to Destination Field. If you do not set Source field, to Destination Field won't be imported any value. For better orientation in names of imported fields see the table Import data.

Default Value

Allows to define default value for cases when values for given field are not defined (empty) in source file.

Multiply by

Allows defining multiply factor. It is number by which is numeric value of given field multiplied during the import.