Merge pull request #255 from kennethsequeira/data-import

[Docs] Data import Update

foundation/www/docs/user/manual/en/setting-up/data/data-export-tool.md

@@ -1,33 +0,0 @@
-<!-- add-breadcrumbs -->
-# 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.
-
-<img alt="Data Export" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-export/data-export-tool.gif">
-
-### 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.

foundation/www/docs/user/manual/en/setting-up/data/data-import.md

@@ -1,19 +1,14 @@
-<!-- add-breadcrumbs -->
+<!--add breadcrumbs-->
-# 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.
 
-<img alt="Start Import" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-1.png">
+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
+<img alt="Start Import" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-1-new.png">
-the data.
 
-(Note: Only those DocTypes are allowed for Import whose Document Type is
+## 1\. Downloading The Template
-"Master" or Allow Import property is set.)
-
-### 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".
+  * Select the file format of the template file.
-  * For bulk editing, you can click on "Download With Data".
+  * For a blank template, make sure that the "Download with Data" field is unchecked.
+  * For bulk editing, you can check "Download With Data".
   
-<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-tool-template.gif">
+<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-steps.gif">
 
 ### 2\. Fill in the Template
 
-After downloading the template, open it in a spreadsheet application and fill
+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.
-in the data below the column headings.
 
 <img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-file.png">
 
@@ -40,19 +35,19 @@ file. To export the document in Excel tick the checkbox for Download in Excel Fi
 
 <img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/import-csv.png">
 
-### Download in Excel
+### Download in Excel/CSV
 
-<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-excel.png">
+<img alt="Download Template" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-steps.gif">
 
-### 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.
 
-<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-3.png">
+<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-3-new.png">
 
 
-<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-4.png">
+<img alt="Upload" class="screenshot" src="{{docs_base_url}}/assets/img/setup/data-import/data-import-4-new.png">
 
 #### 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
+You can only upload upto 5000 records in one go. (may be less in some cases).
-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
@@ -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
 
 
-
+<div class="embed-container">
-<iframe width="660" height="371" src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
+    <iframe src="https://www.youtube.com/embed/Ta2Xx3QoK3E" frameborder="0" allowfullscreen></iframe>
+</div>
 
 {next}

foundation/www/docs/user/manual/en/setting-up/data/index.txt

@@ -1,3 +1,3 @@
-data-import-tool
+data-import
 bulk-rename
 download-backup