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John Cardinal
2022-03-27 19:15:06 +00:00
parent 9f3f2f9284
commit 79424b8d7b
1 changed files with 26 additions and 4 deletions
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docs/8.0/ayanova/docs/adm-import.md
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@@ -90,7 +90,7 @@ Internally AyaNova only imports .json data; a .csv file is converted to json for
Each supported object type that can be imported has it's [import specification](#import-specifications) and examples documented individually, click through the objects listed below to see the import file specifications for each type. Each supported object type that can be imported has it's [import specification](#import-specifications) and examples documented individually, click through the objects listed below to see the import file specifications for each type.
Field names in .json or header row names in .csv files _must_ match exactly in case and spelling the field names in each object type's [import specification](#import-specifications) document. Field names in .json or header row names in .csv files _must_ match exactly in case and spelling the field names in each object type's [import specification](#import-specifications) document.
Any other fields included will be removed by AyaNova before sending to the server for import. Any other fields included will be removed by AyaNova before sending to the server for import.
@@ -152,7 +152,7 @@ Each object type listed below links to a page showing the specific format requir
#### Type #### Type
AyaNova object types that can currently be imported / updated. AyaNova object types that can currently be imported / updated.
Here you select the desired destination object type to be imported or updated. Here you select the desired destination object type to be imported or updated.
@@ -160,6 +160,28 @@ If a type of object is not on this list it is not importable through this import
Other controls on this form are hidden until a type is selected. Other controls on this form are hidden until a type is selected.
#### #### File to import
### Menu options Use this [upload control](ay-start-common-controls.md#upload) to select a [supported file type](#file-types-supported) for import / update. Once a supported file type has been selected the _Import_ button will appear below this control and is used to start the import / update process.
#### Import new records
Check this option if you want AyaNova to import any records that are not found in the existing AyaNova dabase.
(can be used with update option)
#### Update existing records
Check this option to tell AyaNova to update existing records that match with the import file.
(can be used with import option)
#### Results area
The bottom part of this form will display the results of the import / update operation.
Items successfully processed will display with a green check box to their left.
Items that could not be processed will display with a red cross mark to their left and an explanation beneath them.
CSV import file problems will also display in this area.