From ef0d5915a21e586d347eaa8c2d3adef87470f769 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Mon, 28 Mar 2022 19:50:04 +0000 Subject: [PATCH] --- docs/8.0/ayanova/docs/adm-import-project.md | 94 +++++++++++++++++++++ docs/8.0/ayanova/docs/adm-import.md | 1 + 2 files changed, 95 insertions(+) create mode 100644 docs/8.0/ayanova/docs/adm-import-project.md diff --git a/docs/8.0/ayanova/docs/adm-import-project.md b/docs/8.0/ayanova/docs/adm-import-project.md new file mode 100644 index 00000000..ac25509b --- /dev/null +++ b/docs/8.0/ayanova/docs/adm-import-project.md @@ -0,0 +1,94 @@ +# Customer import / update specifications + +Names of fields listed here are the exact case and spelling required to be recognized by AyaNova for [importing / updating](adm-import.md). + +Any field in the import file that is not listed on this page will be removed before sending to the server for import. + +## Required fields + +- Name + +## Key field used to match to existing records + +- Name + +## Fields directly importable / updateable + +- Name (import only) +- Active +- Notes +- Wiki +- Tags +- DateStarted +- DateCompleted +- AccountNumber + +## Linked object fields + +The following linked objects are supported for import / update: + +- Project overseer User via "ProjectOverseerViz" field which must contain the name of an existing User + +## JSON file format + +The .json file must contain an array of Project objects, so even a single object must be within [] square brackets in the import file. + +The first Customer record here illustrates importing a Customer with a link to existing Contract and Head office objects. + +```JSON +[ + { + "Name": "Gold Run", + "Active": true, + "Notes": "Tempora quisquam ea aut mollitia.", + "Wiki": null, + "Tags": [ + "mauve", + "zone6" + ], + "DateStarted": "2022-07-06T10:06:57.201288Z", + "DateCompleted": "2022-08-25T10:06:57.201288Z", + "ProjectOverseerViz": "Montana Carter", + "AccountNumber": "76034866" + }, + { + "Name": "White Lake", + "Active": true, + "Notes": "Rerum eveniet unde reiciendis necessitatibus dolor in odit excepturi quia autem beatae.", + "Wiki": null, + "Tags": [ + "zone6" + ], + "DateStarted": "2023-03-20T21:53:44.38693Z", + "DateCompleted": "2023-03-25T21:53:44.38693Z", + "ProjectOverseerViz": "Aliya Yost", + "AccountNumber": "78874840" + }, + { + "Name": "Plum Extensions", + "Active": true, + "Notes": "Earum odit earum ut voluptas neque culpa similique aut unde dolore provident.", + "Wiki": null, + "Tags": [ + "blue", + "quince", + "zone5" + ], + "DateStarted": "2022-05-21T15:11:46.31198Z", + "DateCompleted": "2022-06-19T15:11:46.31198Z", + "ProjectOverseerViz": "Zelma Schamberger", + "AccountNumber": "17408291" + } +] +``` + +## CSV file format + +The first row of the .csv file must contain column headers that match the field names listed above. + +``` +Name,Active,Notes,Wiki,Tags,DateStarted,DateCompleted,ProjectOverseerViz,AccountNumber +Gold Run,true,Tempora quisquam ea aut mollitia.,,"mauve,zone6",2022-07-06T10:06:57.201288Z,2022-08-25T10:06:57.201288Z,Montana Carter,76034866 +White Lake,true,Rerum eveniet unde reiciendis necessitatibus dolor in odit excepturi quia autem beatae.,,zone6,2023-03-20T21:53:44.38693Z,2023-03-25T21:53:44.38693Z,Aliya Yost,78874840 +Plum Extensions,true,Earum odit earum ut voluptas neque culpa similique aut unde dolore provident.,,"blue,quince,zone5",2022-05-21T15:11:46.31198Z,2022-06-19T15:11:46.31198Z,Zelma Schamberger,17408291 +``` diff --git a/docs/8.0/ayanova/docs/adm-import.md b/docs/8.0/ayanova/docs/adm-import.md index d580598f..9b7c9b13 100644 --- a/docs/8.0/ayanova/docs/adm-import.md +++ b/docs/8.0/ayanova/docs/adm-import.md @@ -173,6 +173,7 @@ Each object type listed below links to a page showing the specific format requir - ##### [Parts](adm-import-part.md) - ##### [Part assemblies](adm-import-part-assembly.md) - ##### [Part warhouses](adm-import-part-warehouse.md) +- ##### [Projects](adm-import-projects.md) ## Import form