Changes for page Batch Uploads
Last modified by Matthew Deceunynck on 2015/07/02 17:24
Summary
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... ... @@ -2,7 +2,7 @@ 2 2 3 3 4 4 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 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. 6 6 7 7 8 8 ... ... @@ -20,6 +20,11 @@ 20 20 21 21 2. Select the Batch Uploads option under the Administration sidebar 22 22 23 +[[image:batch uploads - admin bar.PNG]] 24 + 25 + 26 +The following screen should appear. 27 + 23 23 [[image:bu 1.PNG||width="100%"]] 24 24 25 25 ... ... @@ -37,7 +37,7 @@ 37 37 38 38 39 39 40 -6. Select the uploaded data and click on Process Selected 45 +6. Select the uploaded data and click on 'Process Selected' 41 41 42 42 7. If there are errors, view the error details by clicking on the Show Error Details option 43 43 ... ... @@ -47,19 +47,18 @@ 47 47 48 48 49 49 50 -8. If no errors (Success Count = Total Count), then you are done! 55 +8. If there are no errors (Success Count = Total Count), then you are done! 51 51 52 52 53 53 54 - 55 55 56 56 **General File and Field Format/Content Rules** 57 57 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 64 +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/ddformat. E.g. 2009/01/2366 +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