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导入模块: Difference between revisions
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[[Category:Admin_cn]] | [[Category:Admin_cn]] | ||
[[Category:管理]] | |||
[[Category:ImportsZh]] | [[Category:ImportsZh]] | ||
{{Template用户手册}} | {{Template用户手册}} | ||
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= 介绍 = | =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。 | 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]]。 | 本页中描述了批量导入的其他解决方案[[批量导入]]。 | ||
= 安装 = | =安装= | ||
{{NoInstallModuleZh}} | {{NoInstallModuleZh}} | ||
= 设置 = | =设置= | ||
{{ActivationModuleZh}} | {{ActivationModuleZh}} | ||
参见 [[Setup Other]],修改导入/导出CSV文件的分隔符和字符集（字符集）。 | 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 = | =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。 | 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。 | ||
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To import a file: | 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. | *Go to the Tools menu - New import. | ||
* 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 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 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 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 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." | *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. | 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. | 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". | |||
*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. | 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. | ||
= Examples of use cases = | *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= | |||
{{ExamplesCaseEn | {{ExamplesCaseEn | ||
|name=UCMI01: | |name=UCMI01: | ||