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a/foundation/www/docs/assets/img/setup/data-import/import-csv.png b/foundation/www/docs/assets/img/setup/data-import/import-csv.png old mode 100755 new mode 100644 diff --git a/foundation/www/docs/assets/img/setup/data-import/import-file.png b/foundation/www/docs/assets/img/setup/data-import/import-file.png old mode 100755 new mode 100644 diff --git a/foundation/www/docs/user/manual/en/setting-up/data/data-import.md b/foundation/www/docs/user/manual/en/setting-up/data/data-import.md new file mode 100644 index 00000000..e16f8e6c --- /dev/null +++ b/foundation/www/docs/user/manual/en/setting-up/data/data-import.md @@ -0,0 +1,142 @@ + + +# Data Import + +Data Import (formerly known as the Data Import Tool) is a great way to upload (or edit) bulk data, specially master data, into the system. + +To begin importing the Data, go to either setup, or to the Transaction you want to import, or simply type so in Global Search! + +Start Import + +## 1\. Downloading The Template + +Data in ERPNext is stored in tables, much like a spreadsheet with columns and +rows of data. Each entity in ERPNext can have multiple child tables associated +with it too. The child tables are linked to the parent tables and are +implemented where there are multiple values for any property. For example an +Item can have multiple prices, An Invoice has multiple Items and so on. + + * Select Doctype for which template should be downloaded. + * Check fields to be included in the template. + * Select the file format of the template file. + * For a blank template, make sure that the "Download with Data" field is unchecked. + * For bulk editing, you can check "Download With Data". + +Download Template + +### 2\. Fill in the Template + +After downloading the template, open it in a spreadsheet application (like Excel, Numbers or Libre Office) and fill in the data below the column headings. + +Download Template + +Then export your template or save it as a Excel or Comma Separated Values (CSV) +file. To export the document in Excel tick the checkbox for Download in Excel File Format + +Download Template + +### Download in Excel/CSV + +Download Template + +### 3\. Upload the File either in .xlsx or .csv + +Finally attach the file in the section. Click on the "Upload". Once the upload is successfull click Import" +button. + +Upload + + +Upload + +#### Notes: + +1. Make sure that if your application allows, use encoding as UTF-8. +1. Keep the ID column blank for new records. + +### 4. Uploading All Tables (Main + Child) + +If you select all tables, you will get columns belonging to all the tables in +one row separated by `~` columns. + +If you have multiple child rows then you must start a new main item on a new +row. See the example: + + + Main Table ~ Child Table + Column 1 Column 2 Column 3 ~ Column 1 Column 2 Column 3 + v11 v12 v13 c11 c12 c13 + c14 c15 c17 + v21 v22 v23 c21 c22 c23 + +> To see how its done, enter a few records manually using forms and export +"All Tables" with "Download with Data" + +### 5. Overwriting + +ERPNext also allows you to overwrite all / certain columns. If you want to +update certain columns, you can download the template with data. Remember to +check on the “Update Records” box before uploading. + +> Note: For child records, if you select Overwrite, it will delete all the +child records of that parent. + +### 6. Upload Limitations + +ERPNext restricts the amount of data you can upload in one file. Though the +number may vary based on the type of data. It is usually safe to upload around +1000 rows of a table at one go. If the system will not accept, then you will +see an error. + +Why is this? Uploading a lot of data can cause your system to crash, specially +if there are other users doing things in parallel. Hence ERPNext restricts the +number of “writes” you can process in one request. + +*** + +### Import Options + +#### 1. Update records + +This option let's you edit/overwrite the current data on import. + +#### 2. Skip rows with errors + +If this is checked, rows with valid data will be imported and invalid rows will be dumped into a new file for you to import later. + +#### 3. Submit after importing + +If this is checked, in case there are submittable transactions which are imoported () + +#### 4. Ignore encoding errors + +In case there are any unicode errors, a new file with the invalid rows will be created to be imported later. + +*** + +#### How to Attach files? + +When you open a form, on the right sidebar, you will see a section to attach +files. Click on “Add” and select the file you want to attach. Click on +“Upload” and you are set. + +#### What is a CSV file? + +A CSV (Comma Separated Value) file is a data file that you can upload into +ERPNext to update various data. Any spreadsheet file from popular spreadsheet +applications like MS Excel or Open Office Spreadsheet can be saved as a CSV +file. + +If you are using Microsoft Excel and using non-English characters, make sure +to save your file encoded as UTF-8. For older versions of Excel, there is no +clear way of saving as UTF-8. So save your file as a CSV, then open it in +Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!) + +####Help Video on Importing Data in ERPNext from Spreadsheet file + + +
+ +
+ +{next} \ No newline at end of file diff --git a/foundation/www/docs/user/manual/en/setting-up/data/index.txt b/foundation/www/docs/user/manual/en/setting-up/data/index.txt index d15f9175..464639f8 100755 --- a/foundation/www/docs/user/manual/en/setting-up/data/index.txt +++ b/foundation/www/docs/user/manual/en/setting-up/data/index.txt @@ -1,3 +1,3 @@ -data-import-tool +data-import bulk-rename download-backup