导入模块

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介绍

为了将现有/旧数据批量导入Dolibarr,有几种选择是可能的。本页描述首选方法,即使用内置的导入模块。 本页中描述了批量导入的其他解决方案批量导入

安装

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设置

要使用此模块,必须首先使用管理员帐户启用它,通过菜单选项 "主页 - 设置 - 模块"。

选择模块列出的选项卡。然后点击 "激活"。

如果在该模块的末尾出现一个图标,则单击它以访问特定于模块的设置页。

参见 Setup Other,修改导入/导出CSV文件的分隔符和字符集(字符集)。

用法

导入旧有数据可能需要对源文件进行多次尝试/修改以产生成功的导入。

建议使用LibreOffice/OpenOffice来“构建”单个源电子表格(.ods),并且对于每次修改/校正,重复地保存为CSV,因为字符集handling/csv结构定义对于多字节(搭接)文本字符串要远远优于Excel。

While most fields are logical in their content, address data for provinces (StateID) is not. This field cannot be imported using the name of the province (which may not be unique between countries, i.e."Florida") but must match the rowid integer in table llx_c_departements. The value in the file field should be prefixed with "id:" to ensure that the import check is forced to match the rowid. To match your provinces to the rowid, one method would be to export the table as a CSV using a SQL editor, then use it with the spreadsheet VLOOKUP function to return the rowid. This will still require manual checking as VLOOKUP will only return the first match in the case of duplicate province names.

You may find you have countries in your legacy data for which regions/provinces have not yet been added to Dolibarr. You can use the myqsl queries in the installation file as examples to add the new regions/provinces before you can import your legacy data.

To import a file:

  • Go to the Tools menu - New import.
  • Step 1: Choose one of the predefined datasets to match your data. Select it by clicking on the button at the end of the line.
  • Step 2: Select the file format CSV/Excel (.xlsx) by clicking on the button at the end of the line. Note: You can download an empty/example file which contains information/hints about the allowed field values: "Download a blank sample file".
  • Step 3: Browse and Select the file to upload from your computer to the Dolibarr server. Once the file is transferred, click on the button at the end of the line to move to the next step.
  • Step 4: Map the file fields to the dataset fields. The left column lists the fields found in the uploaded file. The right column lists the available fields in Dolibarr. You can move the fields in the left column up or down by a drag and drop from the arrow, to align each file field with the correct Dolibarr field. If a field in the input file is to be ignored/not imported, it should be moved down under the "Fields source file not imported."

Note: At the end of the line, hovering over the question mark shows information on the data format/value expected by Dolibarr. Once the mapping is complete, you may save the mapping as a profile for future use. Click "Next Step" to continue.

  • Step 5: Run the import simulation. Check the field separator and string delimiter matches your file layout. If the file has column headers these must be ignored by using "Limit Range".

Click on "Run Import Simulation" to start. The simulation will check the values in the fields and display an error report. If there is no error, you can click on "Start import final" to insert the data. The imported data is added to existing data.

  • All data is imported into Dolibarr with an additional field of "import_key" that corresponds to the date of the import to aid in resolving problems associated with a particular import. With a SQL editor it is relatively easy to find the imported lines in question.

Examples of use cases

UCMI01:
Situation I have an excel file with 3000 products. I want to import them into Dolibarr.
Actions Go into menu Tools -> Import assistant -> New import

 

UCMI02:
Situation I have an text file with 1000 prospects. I want to import them into Dolibarr.
Actions Go into menu Tools -> Import assistant -> New import