diff --git a/foundation/www/assets/img/setup/data-import/__init__.py b/foundation/www/assets/img/setup/data-import /__init__.py similarity index 100% rename from foundation/www/assets/img/setup/data-import/__init__.py rename to foundation/www/assets/img/setup/data-import /__init__.py diff --git a/foundation/www/assets/img/setup/data-import/data-import-1.png b/foundation/www/assets/img/setup/data-import /data-import-1.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-1.png rename to foundation/www/assets/img/setup/data-import /data-import-1.png diff --git a/foundation/www/assets/img/setup/data-import/data-import-2.png b/foundation/www/assets/img/setup/data-import /data-import-2.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-2.png rename to foundation/www/assets/img/setup/data-import /data-import-2.png diff --git a/foundation/www/assets/img/setup/data-import/data-import-3.png b/foundation/www/assets/img/setup/data-import /data-import-3.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-3.png rename to foundation/www/assets/img/setup/data-import /data-import-3.png diff --git a/foundation/www/assets/img/setup/data-import/data-import-4.png b/foundation/www/assets/img/setup/data-import /data-import-4.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-4.png rename to foundation/www/assets/img/setup/data-import /data-import-4.png diff --git a/foundation/www/assets/img/setup/data-import/data-import-excel.png b/foundation/www/assets/img/setup/data-import /data-import-excel.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-excel.png rename to foundation/www/assets/img/setup/data-import /data-import-excel.png diff --git a/foundation/www/assets/img/setup/data-import/data-import-tool-template.gif b/foundation/www/assets/img/setup/data-import /data-import-tool-template.gif old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/data-import-tool-template.gif rename to foundation/www/assets/img/setup/data-import /data-import-tool-template.gif diff --git a/foundation/www/assets/img/setup/data-import/import-csv.png b/foundation/www/assets/img/setup/data-import /import-csv.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/import-csv.png rename to foundation/www/assets/img/setup/data-import /import-csv.png diff --git a/foundation/www/assets/img/setup/data-import/import-file.png b/foundation/www/assets/img/setup/data-import /import-file.png old mode 100644 new mode 100755 similarity index 100% rename from foundation/www/assets/img/setup/data-import/import-file.png rename to foundation/www/assets/img/setup/data-import /import-file.png diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-1-new.png b/foundation/www/docs/assets/img/setup/data-import/data-import-1-new.png new file mode 100644 index 00000000..8ecfee63 Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-1-new.png differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-1.png b/foundation/www/docs/assets/img/setup/data-import/data-import-1.png deleted file mode 100755 index 96d7bb43..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-1.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-2.png b/foundation/www/docs/assets/img/setup/data-import/data-import-2.png deleted file mode 100755 index 90d0449f..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-2.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-3-new.png b/foundation/www/docs/assets/img/setup/data-import/data-import-3-new.png new file mode 100644 index 00000000..a1da49c5 Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-3-new.png differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-3.png b/foundation/www/docs/assets/img/setup/data-import/data-import-3.png deleted file mode 100755 index 971fff50..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-3.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-4-new.png b/foundation/www/docs/assets/img/setup/data-import/data-import-4-new.png new file mode 100644 index 00000000..6ef975ae Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-4-new.png differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-4.png b/foundation/www/docs/assets/img/setup/data-import/data-import-4.png deleted file mode 100755 index 24e7ba08..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-4.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-excel-new.png b/foundation/www/docs/assets/img/setup/data-import/data-import-excel-new.png new file mode 100644 index 00000000..e05f8c41 Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-excel-new.png differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-excel.png b/foundation/www/docs/assets/img/setup/data-import/data-import-excel.png deleted file mode 100755 index f012f0ec..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-excel.png and /dev/null differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-options.png b/foundation/www/docs/assets/img/setup/data-import/data-import-options.png new file mode 100644 index 00000000..0198add6 Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-options.png differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-steps.gif b/foundation/www/docs/assets/img/setup/data-import/data-import-steps.gif new file mode 100644 index 00000000..8049d2da Binary files /dev/null and b/foundation/www/docs/assets/img/setup/data-import/data-import-steps.gif differ diff --git a/foundation/www/docs/assets/img/setup/data-import/data-import-tool-template.gif b/foundation/www/docs/assets/img/setup/data-import/data-import-tool-template.gif deleted file mode 100755 index c4d28f4b..00000000 Binary files a/foundation/www/docs/assets/img/setup/data-import/data-import-tool-template.gif and /dev/null differ diff --git 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-export-tool.md b/foundation/www/docs/user/manual/en/setting-up/data/data-export-tool.md deleted file mode 100755 index 91cb1fc5..00000000 --- a/foundation/www/docs/user/manual/en/setting-up/data/data-export-tool.md +++ /dev/null @@ -1,33 +0,0 @@ - -# Data Export Tool - -Use this tool to export data in Excel or CSV format - -To open the Data Export Tool, you can either go to Setup > Data Export OR simply type `Data Export` in Global Search. - -Data Export - -### Options - -1. Select Doctype - - You will be provided with the list of document types which you can export. Scroll through the list or type the name of the Doctype you want to export. - -2. File Type - - Select File format of the data to be exported (Excel or CSV). - -3. Add Filter (optional) - - Add filters to export only required data. - This filter is similar to the filter in list view. - - eg. If you want the data of project related to specific company, you can use the filter to select the company. - -4. Field Multicheck (optional) - - Only checked fields will be exported. - -**Note:** - - If you do not want a child table to be exported simply deselect all the fields of that child table. diff --git a/foundation/www/docs/user/manual/en/setting-up/data/data-import-tool.md b/foundation/www/docs/user/manual/en/setting-up/data/data-import.md old mode 100755 new mode 100644 similarity index 67% rename from foundation/www/docs/user/manual/en/setting-up/data/data-import-tool.md rename to foundation/www/docs/user/manual/en/setting-up/data/data-import.md index 55397b3e..e6748afa --- a/foundation/www/docs/user/manual/en/setting-up/data/data-import-tool.md +++ b/foundation/www/docs/user/manual/en/setting-up/data/data-import.md @@ -1,19 +1,14 @@ - -# Data Import Tool + -The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. +# Data Import -To Open the data import tool, you either go to Setup or go to the Transaction you want to Import. If Data Import is allowed, you will see an Import Button: +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. -Start Import +To begin importing the Data, go to either setup, or to the Transaction you want to import, or simply type so in Global Search! -The tool has two sections, one to download a template and the second to upload -the data. +Start Import -(Note: Only those DocTypes are allowed for Import whose Document Type is -"Master" or Allow Import property is set.) - -### 1\. Downloading The Template +## 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 @@ -23,15 +18,15 @@ 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. - * Click on "Download Blank Template". - * For bulk editing, you can click on "Download With Data". + * 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 +Download Template ### 2\. Fill in the Template -After downloading the template, open it in a spreadsheet application and fill -in the data below the column headings. +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 @@ -40,19 +35,19 @@ file. To export the document in Excel tick the checkbox for Download in Excel Fi Download Template -### Download in Excel +### Download in Excel/CSV -Download Template +Download Template -### 3\. Upload the File ethier in .xlsx or .csv +### 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 -Upload +Upload #### Notes: @@ -81,17 +76,14 @@ row. See the example: 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 “Overwrite” box before uploading. +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. +You can only upload upto 5000 records in one go. (may be less in some cases). 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 @@ -99,6 +91,26 @@ 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 @@ -120,7 +132,8 @@ Notepad, and save as “UTF-8”. (Sorry blame Microsoft for this!) ####Help Video on Importing Data in ERPNext from Spreadsheet file +
+ +
- - -{next} +{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