From c0b769cdf0546040a8a098cc292413fb78e613be Mon Sep 17 00:00:00 2001 From: Kenneth Sequeira Date: Thu, 2 Aug 2018 09:19:33 +0530 Subject: [PATCH] removed old data-import page --- .../en/setting-up/data/data-import-tool.md | 126 ------------------ 1 file changed, 126 deletions(-) delete mode 100755 foundation/www/docs/user/manual/en/setting-up/data/data-import-tool.md 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-tool.md deleted file mode 100755 index 55397b3e..00000000 --- a/foundation/www/docs/user/manual/en/setting-up/data/data-import-tool.md +++ /dev/null @@ -1,126 +0,0 @@ - -# Data Import Tool - -The Data Import Tool is a great way to upload (or edit) bulk data, specially master data, into the system. - -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: - -Start Import - -The tool has two sections, one to download a template and the second to upload -the data. - -(Note: Only those DocTypes are allowed for Import whose Document Type is -"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 -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. - * Click on "Download Blank Template". - * For bulk editing, you can click on "Download With Data". - -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. - -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 - -Download Template - -### 3\. Upload the File ethier 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 “Overwrite” 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. - -*** - -#### 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}