Difference between revisions of "Module Imports"

Revision as of 10:27, 1 May 2013

Imports
Numero/ID of module	250
User doc. of module	This page
Developer doc. of module	This page

Introduction

To import data into Dolibarr, there is several solutions described here. This page describe solution using the import module. Other solutions to make mass imports are described in the page Mass imports.

Installation

This module is included with the Dolibarr distribution, so there is no need to install it.

Configuration

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If a cog icon appears on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.

See also page Setup Other, to modify the separator and charset of CSV import/export.

Usage

To import a file:

Go to the Tools menu - New import.
Step 1: Is to choose the predefined dataset to import. Select it by clicking on the button at the end of the line.
Step 2: Then click on the button at the end of the line to select the file format you want to import. Note: You can download an empty file as exemple by clicking on "Download a blank sample file".
Step 3: Select the file to import on your computer to send it on Dolibarr server. Once the file transfer, click on the button at the end of the line to move to the next step.
Step 4: In the left column is the fields found in your file submitted. To the right is the fields in Dolibarr. Move fields in the left column up or down by a drag and drop from the arrow, so that each field in the input file is in front line of Dolibarr field. If a field in the input file can not be imported, it should be moved down under the "Fields source file not imported."

Note: At the end of the line, passing the mouse over the question mark, you can get information on the expected Dolibarr data to put in the field, with stress and possibly examples of values. Once the mapping is complete, click "Next Step."

Step 5: Check or uncheck "Do not import the first line of the source file" and click "Start simulation import". The simulation will attempt to insert data of your file into database by canceling operations at the end. An error report is then displayed. If there is no error, you can click on "Start import final" to insert data with no cancellation at end. The imported data is added to existing one.
All data are imported into dolibarr with a field "import_key" that corresponds to the date of the import. In case of problems detected after the fact, you can, with a SQL editor, easily find the 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

@@ Line 20: / Line 20: @@
 See also page [[Setup Other]], to modify the separator and charset of CSV import/export.
+= Usage =
+To import a file:
+* Go to the Tools menu - New import.
+* Step 1: Is to choose the predefined dataset to import. Select it by clicking on the button at the end of the line.
+* Step 2: Then click on the button at the end of the line to select the file format you want to import. Note: You can download an empty file as exemple by clicking on "Download a blank sample file".
+* Step 3: Select the file to import on your computer to send it on Dolibarr server. Once the file transfer, click on the button at the end of the line to move to the next step.
+* Step 4: In the left column is the fields found in your file submitted. To the right is the fields in Dolibarr. Move fields in the left column up or down by a drag and drop from the arrow, so that each field in the input file is in front line of Dolibarr field. If a field in the input file can not be imported, it should be moved down under the "Fields source file not imported."
+Note: At the end of the line, passing the mouse over the question mark, you can get information on the expected Dolibarr data to put in the field, with stress and possibly examples of values.
+Once the mapping is complete, click "Next Step."
+* Step 5: Check or uncheck "Do not import the first line of the source file" and click "Start simulation import". The simulation will attempt to insert data of your file into database by canceling operations at the end. An error report is then displayed. If there is no error, you can click on "Start import final" to insert data with no cancellation at end. The imported data is added to existing one.
+* All data are imported into dolibarr with a field "import_key" that corresponds to the date of the import. In case of problems detected after the fact, you can, with a SQL editor, easily find the lines in question.
 = Examples of use cases =