Batch Uploads
Batch Data Upload Process
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.
You must review and fulfill these Prerequisites prior to proceeding with this Batch Upload Process.
Use these Batch Upload Data Formats and examples to guide you through the process of uploading your organization's data.
General Uploading Process
1. Log into the application
2. Select the Batch Uploads option under the Administration sidebar
The following screen should appear.
3. Select New...
4. Select the file you wish to upload and identify the type of data that it contains, and click on Submit
5. Confirm successful upload
6. Select the uploaded data and click on 'Process Selected'
7. If there are errors, view the error details by clicking on the Show Error Details option
You will need to correct the data in the CSV file, or obtain a new, corrected copy of the data.
8. If there are no errors (Success Count = Total Count), then you are done!
General File and Field Format/Content Rules
- All fields are comma delimited.
- The first row of the file is the 'header' record that specifies which fields are in the subsequent rows.
- The possible fields are case sensitive. E.g. 'name' does not equal 'NaMe'
- Fields can be escaped using Microsoft escaping or standard escaping.
- Dates are to be formatted in YYYY/MM/DD format. E.g. 2009/01/23
- Boolean values are either TRUE or FALSE.
- Operation fields are not required and default to UPDATE when not specified. Here are the possible values for operation:
- UPDATE: inserts or updates the record in the system
- DELETE: removes a specific record from the system
- DELETE_ALL: removes all records specified by the key from the system. This really only applies to the one to many cases in the system. If not a one to many case, this will behave the same as the DELETE operation