Import/Export Records

A CSV (comma-separated values) file can easily be imported into an existing Data Table using the Data Table Record Manager import function. You must first create a Data Table and define the Key Field Name. See Managing Data Tables for more information.

The CSV file must contain the field headers in the first row which must include the Data Table Key Field Name. The field names are case sensitive so you must ensure the Key Field in the CSV file exactly matches the Key Field defined in the Data Table. For example, servicenumber is not the same as ServiceNumber

Example CSV File

ServiceNumber,RingDuration,Destination

01131231231,60,01131231235

01131231232,60,01131231236

01131231233,60,01131231237

01131231234,60,01131231238

This example file shows a file containing 5 rows.

The first row has 3 field names with the remaining 4 rows (these will be the Data Table records) contain the field values for the 3 fields separated with a comma.

ServiceNumber is the Key Field for the Data Table in this example. Press the [Import CSV File] button to reveal the import CSV form.

To select a CSV file press the [SELECT A CSV FILE] button, then select a file using your file browser.

The selected CSV file will be scanned and validated. A summary of the file will be shown along with a sample of the records found in the CSV file.

Any validation problems will be shown at this stage. Some common problems are when the Data Table Key Field is missing from the first row in the CSV file, or when the number of fields in the first row does not match the number of comma separated values in the remaining rows. If no problems are found in the CSV file you can press the [Import the CSV File] to import the file into the Data Table. The import operation will fail if the CSV file contains duplicate values in the Key Field values. The Key Field values must be unique. Once the import has completed, you will be returned to the Data Table Record Manager which will now include the imported records.

When importing a CSV file into a Data Table that already contains a number of records, the following additional options are available:-

• Leave existing Data Table data unchanged The records in the CSV file will be added to the existing records in the Data Table. You must ensure the field names exactly match the existing Data Table field names. Field names are case sensitive, "ringduration" is not the same as "RingDuration".

• Delete ALL the existing record before import All existing records in the Data Table will be deleted before the file data is imported. It is recommended that you export the Data Table records first so you have a backup of the Data Table records just in case the import fails. If the import fails for any reason the existing records will still be deleted. WARNING - THE DELETE OPERATION IS PERMANENT AND THE RECORDS CAN NOT BE RECOVERED.

Export Data

The Data Table Record Manager will show the export options only when the Data Table contains some records. There are two options available, export to CSV or export to JSON. Press the button with the desired format to download a file containing all the records in the Data Table.

Delete All Records

Pressing the [Delete All Records] button will permanently delete all the records in the Data Table. To ensure this is not done by mistake you are requested to enter the Data Table name before the records can be deleted. WARNING - THE DELETE OPERATION IS PERMANENT AND THE RECORDS CAN NOT BE RECOVERED.