Changes for page Batch Uploads

Last modified by Matthew Deceunynck on 2015/07/02 17:24
From version Icon 6.1 Icon
edited by karimpirani
on 2014/07/03 15:41
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To version Icon 14.1 Icon
edited by karimpirani
on 2014/07/14 17:35
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5 -The batch data upload process allows you to quickly populate the system database with existing data that is already recorded in electronic format on one of your other data systems. The following is a step by step guide to making your way through this process with a minimum of wear and tear.
5 +The batch data upload process allows you to quickly populate the system database with existing data that is already recorded in electronic format on one of your other data systems. The following is a step-by-step guide to making your way through this process.
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9 -You must review and fulfill these [[Prerequisites >>doc:Prerequisites]]prior to proceeding with this Batch Upload Process.
8 +Prerequisites -
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13 -Use these [[Batch Upload Data Formats>>doc:Batch Upload Data Formats]] and examples to guide you through the process of uploading your organization's data.
11 +* Use of CSV file.
12 +* Export of client's data to CSV file format
13 +* Show a few columns on a fake and limited spreadsheet.
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15 +Batch Upload Data Formats
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17 +
18 +* List most common upload formats.
19 +* Some customized formats may be available or could be developed.
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21 +
17 17  **General Uploading Process**
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19 19  ~1. Log into the application
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21 21  2. Select the Batch Uploads option under the Administration sidebar
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28 +[[image:batch uploads - admin bar.PNG]]
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31 +The following screen should appear.
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23 23  [[image:bu 1.PNG||width="100%"]]
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34 34  5. Confirm successful upload
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36 -[[image:Missing.png]]
46 +[[image:batch uploads - 7.PNG]]
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40 -6. Select the uploaded data and click on Process Selected
50 +6. Select the uploaded data and click on 'Process Selected'
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42 42  7. If there are errors, view the error details by clicking on the Show Error Details option
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44 -[[image:Missing.png]]
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46 46  You will need to correct the data in the CSV file, or obtain a new, corrected copy of the data.
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50 -8. If no errors (Success Count = Total Count), then you are done!
60 +8. If there are no errors (Success Count = Total Count), then you are done!
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56 56  **General File and Field Format/Content Rules**
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58 58  1. All fields are comma delimited.
59 59  1. The first row of the file is the 'header' record that specifies which fields are in the subsequent rows.
60 -1. The possible fields are case sensitive. E.g. name does not equal NaMe
68 +1. The possible fields are case sensitive. E.g. 'name' does not equal 'NaMe'
61 61  1. Fields can be escaped using Microsoft escaping or standard escaping.
62 -1. Dates are to be formatted in yyyy/mm/dd format. E.g. 2009/01/23
70 +1. Dates are to be formatted in YYYY/MM/DD format. E.g. 2009/01/23
63 63  1. Boolean values are either TRUE or FALSE.
64 64  1. Operation fields are not required and default to UPDATE when not specified. Here are the possible values for operation:
65 65  11. UPDATE: inserts or updates the record in the system
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