It is possible to add mass data in the Daxium-Air Back Office. The submission import can be done from a spreadsheet. Currently, Daxium-Air accepts CSV or Excel files.
It is also possible to make mass modifications to existing submissions via this tool.
Expected spreadsheet structure
To easily create an import file with the right structure, it is possible to export existing data by choosing the option "Export " when selecting one or many submissions. All you have to do is then modify the desired values on the file.
To import new files, you must delete the submissionNumber column, otherwise you will modify the existing files.
Columns required by default
For any import, you must always specify the user who will be designated as the creator of the file. To do this, you must include the userEmail column. The latter must therefore be completed with emails from Daxium-Air users.
We can then add columns corresponding to the form fields. The column title must be the system name of the field. It is not obligatory to put all the fields of the form. However, if a mandatory field is not filled in, the record will not be saved. You will have a return file explaining the problem to you.
The case of lists is slightly different from other fields. It is possible to fill in a list either by using its value (or name) or by using its external identifier. To do this, add a suffix after the system name of the list control. To modify a list using its value, the column must be called : systemName#name. To modify a list using the external identifier: systemName#external.
It is best to use only one of the two options to edit a list.
File and image control
It is not possible to import files or images through this tool.
It is not possible to import a form with a boolean which is not on "true" or "false", you will receive a return file indicating an error to you.
Setting up the import
In the table view of submissions in the Back Office, there is a data import option ("Import" button on previous picture). When you select it, you get :
You can choose the spreadsheet file containing the records to import, as well as the encoding of the latter and the column separator (in the case where file is a CSV).
Update mode allows you to choose whether you want to create new records ("Add") or update existing records ("Differential").
Regarding the "Differential" choice, two options are available :
Differential without calculation of the formulas in the relations: allows to carry out a more optimized import. During this import, the parent-child formulas will not be calculated on the related forms.
Differential with calculation of formulas in relations: allows to carry out an import which will be much longer but which will take into account the calculation of the formulas. During this import, the parent-child formulas will be calculated on the related forms.
In case you choose the differential mode, be sure to include a submissionNumber column. You will find this value in the first column of the table view. Be careful not to confuse the submission number with the submissionId. The latter is made up of letters, while the submission number that interests us here is made up of numbers.
When you click on the "Import" button, the import starts in the background. You will be notified when it is finished. If ever there were any errors, you can download a CSV file to understand what went wrong.
When your import is finished, if ever an error prevented one or more submissions from being registered, you will have a feedback in a CSV file. The latter will allow you to understand what went wrong and how to correct the problem.
Please sign in to leave a comment.