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@@ -1,6 +1,22 @@
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# now
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Import / export features
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Export - JSON only, no csv, remove the csv export, export anything exactly as it is now probably no change required
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Import / update
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limited specific subset of objects from admin import page (rename that to "import / update"?)
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JSON AND CSV both supported
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CSV column headers MUST be the same names as JSON property names
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CSV is turned INTO JSON at the client then submitted to the server so the server only handles importing JSON, never sees CSV
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Import and update are same code and handled by CONVENTION (salesforce uses this convention)
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Matching is always done by unique name (or whatever the unique identifier is)
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Any new objects that don't match by name in the file are added always without exception
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Any matching objects that are in the file are UPDATED to match the file values
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Specific fields can be NOT updated by simply not including them in the import file
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This is the convention
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Import feature
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currently imports in the format as exporting,
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@@ -8,6 +24,7 @@ Import feature
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A proper feature for this would likely need to work with a more limited subset of records and it needs to be targetted to a specific task only like in v7
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in v7 you don't import head office with client, just client alone as it limits the fields and collections to be imported
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I'm thinking rather than throwing a generic solution at this it needs to be targetted to work direclty with the types in question
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Almost need to ditch JSON export entirely?
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actually, json export is ok, it's the json import that is sketchy, perhaps if it stripped fields? Or created a head office from the viz field if found and ignored ID's?
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do we want data transfer this way ayanova to ayanova supporting everything?? That sounds more like some kind of other synch tool or something
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