Project

General

Profile

Import implemented since 3.10.0, available for admins and managers

It offers functionality to import data from CSV (example.csv) or Excel files (example.xlsx). In the first version lists can be imported containing name, description and origin_id.

Preparations

Automatic imports can be dangerous for your data integrity and it may be very time consuming to reverse them so we strongly advise:

  • SQL backups before import: they can be made at admin/export/sql and download them so that the database can be rebuild (by a database administrator) if necessary.
  • Use the preview (enabled by default) and check if the data looks OK.

The import operation is encapsulated in a transaction, meaning if there is an error in the script, nothing will be imported.

Projects

To retrace the imports they have to be associated with a project. If there is none (or not the right one) available you'll have to create a new one. The name and description can be updated later.

Import classes

Only one class can be imported at a time so you have to choose one of the available classes (Source, Activity, Acquisition, Production, Destruction, Person, Group, Legal Body, Place).

Import fields

These information can be imported if the header contains these words

name - a name is required, an error will be displayed if the header is missing. A warning will be displayed, if names in data rows are missing and these wont get imported.
description - optional description can be given
origin_id - optional but can be useful to trace it back. The origin_id has to be unique per project so if you have multiple e.g a person and place with id = 1 you can prefix them in the document e.g. person_1, place_1 before importing them

Columns with other titles won't get imported but will shown as an error message.

File extensions

Following file types can be used, make sure the extension is spelled correctly in lower case e.g. My_Data.csv

csv

csv is a text format and stands for comma separated values. In the first line should be the header names. Each following line is one dataset. Values are separated by commas, text can be enclosed in double quotes (especially if the contain commas).
example.csv

xls and xlsx

These are formats used by the Excel application. It is always used the first sheet so make sure it's the right one. In the first line should be the header names. Each following line is one dataset.
example.xlsx

Import options

File: select the file you'll want to import
Preview: if this option is selected, nothing will be imported and you see a preview
Check for duplicates: if selected the choosen class e.g. person will be searched for already existing names. The search is not case sensitive e.g. "King Arthur" would be found even it is spelled "KiNg ArThUr". If duplicates are found a warning is printed but this doesn't stop the import so check it before with the preview.

After the import

When the import went through you'll see a summary which data was imported (like the preview). Also you can browse the projects to see which imported entities are associated with them. If you enabled the advanced layout you can also see in the detail view of an entity from which project it was imported, which user did the import and the origin_id value.

example.csv View (103 Bytes) Alexander Watzinger, 2018-11-07 15:31

example.xlsx (4.73 KB) Alexander Watzinger, 2018-11-07 15:31