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To import a file:
 
To import a file:
 
* Go to the Tools menu - New import.
 
* 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.
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* 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: 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".
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* 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: 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.
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* 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: 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."
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* 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, 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.
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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, click "Next Step."
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Once the mapping is complete, you may save the mapping as a profile for future use. Click "Next Step" to continue.
* 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.
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* 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".
* 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.
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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.
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* 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 =
 
= Examples of use cases =
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