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Import / Export

Export

To download an Excel workbook template configured for a particular Editable Table, click the Export button in the Editable Table. This workbook will be the base template for importing data to this Editable Table.

Import

Import functionality is not enabled by default and must be configured in each Editable Table definition, by toggling the on/off switch to ON.

To assign a unique ID to the import batch, select a field from the Import ID Field drop-down menu. Assigning a unique ID to a field lets you run a stored procedure on that specific subset of data. If a particular field does not appear as an option in the drop-down menu, refresh Field Mapping and try again.

Once enabled, the Import button will appear on the Editable Table toolbar.

Configuring After Import stored procedures

The “After Import” option, which appears in the Run Stored Procedure section, lets you configure stored procedures to run after you import a table.

  1. Toggle the “After Import” on/off switch to ON.
  2. From the dropdown menus, select the database and stored procedure you want to run after importing your file.
  3. In the Import section, use the “Import Id Field” dropdown menu to select a table column that will store the import batch ID (which is automatically generated).
  4. To ensure the Stored Procedure runs on the currently imported batch, use the “Stored Procedure Parameter” dropdown menu to select the Stored Procedure Parameter that will be given the import batch ID.

Import workflow

  1. Click the Export button to export the Excel workbook tailored for that particular Editable Table import.
  2. Modify the workbook entries and save the changes. You can create or modify records using this method, but you can not delete records.
  3. Click the Import button on the Editable Table.
  4. Click “Select files…” to select the modified Excel workbook file for the import.

Import error feedback

Any failed import attempt will display a Download Error Sheet button at the bottom of the Import data table dialogue. Click the button to download an Excel sheet of your import data with errors highlighted as follows:

  • any cell which has failed the validation is highlighted in yellow.
  • any error messages are added to the extra columns to the far right of the table.
  • each error message has a prefix to indicate which column it relates to.

Limitations

  • Only the active worksheet will be used for the import process.
  • No stored procedures execute before the import process.
  • The Import Id Field and Stored Procedure Parameter must be a “Unique identifier” type.