Import is available for admins and managers and offers functionality to import data from CSV files. Currently lists can be imported containing:
Automatic imports can be dangerous for data integrity and it may be very time consuming to reverse them so we strongly advise:
SQL backups before import, an existing backup not older than a day is enforced
Use the preview (enabled by default) and check if the data looks alright
The import operation is encapsulated in a transaction, meaning if there is an error in the script, nothing will be imported.
Take a look at the
Make sure the extension is spelled correctly in lower case e.g. my_data.csv
In the first line should be the header names
Each following line is one data set. Values are separated by commas
Text can be enclosed in double quotes, especially if the contain commas
To retrace imported entities they have to be associated with a project. If there is none (or not the right one) available you’ll have to create a new one. The name and description can be updated later.
Only one class can be imported at a time so you have to choose one of the available classes.
The header can contain following titles. Columns with other titles won’t get imported but shown as an error message.
name - required, an error will be displayed if the header is missing. A warning will be displayed, if names in data rows are missing and these wont get imported.
description - a description can be provided
origin_id - optional but useful to trace it back. It has to be unique per project so if you have multiple like a person and place with id = 1 you can prefix them in the document e.g. person_1, place_1 before importing them
begin_from - used for dates, see below
begin_to - used for dates, see below
end_from - used for dates, see below
end_to - used for dates, see below
type_ids - used to link to types, see below
northing - only available for places, see below
easting - only available for places, see below
Dates can be entered in the format YYYY-MM-DD in the fields begin_from and end_from. You can also use time spans in combinations with the fields begin_to and end_to, see: Date
If the date format is incorrect they will be displayed in red and won’t be imported
Missing values for time spans will be discarded silently, e.g. a valid value in begin_to but an empty value in begin_from
There are no advanced checks between dates e.g. end dates can be before begin dates. You should check them after the import at Data integrity checks
It is possible to link entities to types at the import which can be very useful e.g. if you have a custom type Case studies to link them all in one go.
Type ids can be entered at the column type_ids
You can enter multiple separated with a space
The id of a type can be looked up at the detail view of a type
File - select the file you’ll want to import
Preview - if this option is selected, nothing will be imported and you see a preview
Check for duplicates - if selected the chosen class e.g. person will be searched for already existing names. The search is not case sensitive e.g. “King Arthur” would be found even it is spelled “KiNg ArThUr”. If duplicates are found a warning is printed but this doesn’t stop the import so check it before with the preview.
After the import¶
When the import went through you’ll see a summary which data was imported (like the preview). Also you can browse the projects to see which imported entities are associated with them. If you enabled the advanced layout you can also see in the detail view of an entity from which project it was imported, which user did the import and the origin_id value.
Although the script makes a lot of validation checks it’s always a good idea to run Data integrity checks after each import.