Notes/Warnings

We recommend that you do not use the standard import feature on running systems.

Please do not use the same user account across different browsers or tabs. Only one file per user and import type is stored on the server.

Requirements for Excel files

• Currently, only .xlsx files are allowed.

• Only the first sheet will be processed.

• In each filled column, the row containing the column name must be filled in (row 7 if using a template, row 1 if not using a template).

Select import type

First, use an action to select the type of objects you want to import. Currently, the options are and (and, starting with version 2.5, additionally: , and ). After clicking the corresponding action, a new sheet opens.

Select a file

When you open the sheet, a dialog box appears for uploading the file to be imported. Select the desired file and then confirm by clicking the button.

If you close this dialog box, you can reopen it using the action.

Select a key

Starting with version 2.5, you can select a key for the imported dataset that uniquely identifies the records. All imported properties are listed in a dropdown menu.

You must select a property and then confirm your selection by clicking the button.

Mappings

To import the data, the properties of the imported data must be mapped to the properties in the database.

Load mappings

Select whether you want to create new mappings or load existing ones. When you load them, the saved mappings will be applied to imported properties with the same names.

Assign manually

The grid consists of 4 columns:

• Imported property = Name of the property from the imported Excel file

• Status = Indicates whether a property has been assigned. Green checkmark = Manually assigned, Blue checkmark = Automatically assigned, Red X = Not assigned

• Don´t overwrite = If this checkbox is selected, this property will not be overwritten if existing data has the same primary key. Clicking the checkbox in the first row selects or deselects all checkboxes.

• Property in the database = The corresponding property from the database can be selected here.

  • If available, the description from IS_TABELLENFELDER or PLTRANSLATE is displayed, along with TABELLENNAME.TABELLENFELD

  • 2 additional options:

    • Don´t import - The imported property is ignored during import and when saving the mappings.

    • Create new individual field - See below.

Create individual fields

If you cannot find a suitable property in the database, you can create your own field by selecting "Create new individual field". This will open a sheet that is already filled.

The data type is set to nvarchar(max) by default, but you can change everything except the table name. However, the column name should retain the prefix (e.g., VKIND_) to ensure the field functions correctly in the app.

After saving, the individual field is created and assigned to the selected location.

Save mappings

To import data, you must first save the mappings. To do this, select the action . You will then need to enter a name. If old mappings were previously loaded, the old name will be pre-filled. If the selected name already exists and you confirm the warning, the mappings with that name will be overwritten.

Validate data

Before importing, you must verify that the data matches the corresponding database fields. To do this, you must use the action. If the validation process does not detect any errors, you can confirm the import.

Correct incorrect data

If errors are found during validation, all records containing errors will be displayed. Fields with errors are highlighted in red. If you hover the mouse pointer over the highlighted errors, the reason for the error will be displayed in a tooltip.

You can correct the data directly in the grid. Once the data has been changed, the highlight changes from red to green. This makes it easier for you to see which errors you have already fixed.

After making the corrections, you can start a new validation by selecting the appropriate action.

Depending on the validation result, either a grid for error correction will open again, or the import must still be confirmed.

Confirm import

Once all data has been successfully validated, the import process can begin. Since an import could overwrite a lot of data, you will be asked to confirm this step.

To do so, you must type the displayed word into the text field and confirm it. Depending on the size of the import, the process may take a few minutes.