Changes for page Batch Uploads
Last modified by Matthew Deceunynck on 2015/07/02 17:24
From 8.1 to 9.1
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... ... @@ -4,16 +4,21 @@ 4 4 5 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 - 8 8 9 - You must review and fulfill these [[Prerequisites>>doc:Prerequisites]]prior to proceeding with this Batch Upload Process.8 +Prerequisites - 10 10 11 - 12 12 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. 14 14 15 - 15 +Batch Upload Data Formats 16 16 17 + 18 +* List most common upload formats. 19 +* Some customized formats may be available or could be developed. 20 + 21 + 17 17 **General Uploading Process** 18 18 19 19 ~1. Log into the application ... ... @@ -38,7 +38,7 @@ 38 38 39 39 5. Confirm successful upload 40 40 41 -[[image: Missing.png]]46 +[[image:batch uploads - 7.PNG]] 42 42 43 43 44 44 ... ... @@ -46,7 +46,7 @@ 46 46 47 47 7. If there are errors, view the error details by clicking on the Show Error Details option 48 48 49 -[[image: Missing.png]]54 +[[image:batch uploads - 5.PNG]] 50 50 51 51 You will need to correct the data in the CSV file, or obtain a new, corrected copy of the data. 52 52 ... ... @@ -56,7 +56,6 @@ 56 56 57 57 58 58 59 - 60 60 **General File and Field Format/Content Rules** 61 61 62 62 1. All fields are comma delimited.