Imports of CSV from file
- Olesya Tantsyura
1. Description
It is designed to create pre-configured templates (mapping fields) for import data, for example, Subscriber data import.
Templates allow you only to set up data import on some uploads.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Search field (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Fig. 1. Imports of CSV from file page
1.1. Creation tool
Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking. You can open tabs for existing Import through the entries editing tool (see paragraph 1.4.5).
Tabs:
1.2. Search field
The search is performed on the Name column.
It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the * character to replace any number of characters.
1.3. Refresh button
Updating the register table is performed by clicking on the refresh button -
1.4. Registry
The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:
- Checkbox;
- Name;
- Import destination;
- Upload tool;
- Editing tool;
- Removal tool.
If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1.
1.4.1. Checkbox
Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted. All records on the page will be selected if you select the checkbox in the header.
Fig. 2. Confirm deletion modal window
1.4.2. Name
The names of the data import templates are displayed here.
1.4.3. Import destination
The Queue for which this template is intended is displayed.
1.4.4. Upload tool
To upload data from a CSV file, use the import CSV file button (Fig.1(4)). Clicking the button opens a file selection window.
Ensure the CSV file is set as the file type when saving.
Select the desired file on your device and click the Open button (depending on the OS, the file selection window may differ) (Fig. 3).
Fig. 3. File selection window
The Import CSV modal window opens (Fig.4).
The import document must have the headings that are entered in the Settings tab (Fig. 3)
Fig. 4. Import file example
1.4.4.1. Import CSV modal window
Displays the first lines of the imported file (Fig.5).
Fig. 5. Import CSV modal window
Clicking the Save button will import the data from the file. Clicking the Close button closes the modal window; the data is not imported.
If the imported file does not contain the column headers specified in the template, then the import will not occur (Fig.6).
Fig. 6. Error when trying to download
1.4.7. Editing tool
The General tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.
1.4.8. Removal tool
It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.
Fig. 7. Confirm deletion modal window
1.5. Pagination
It consists of the Rows per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.
2. Opportunities
2.1. Create a new import template
Goal | Create a new import template |
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Preconditions | |
Steps |
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Result | Data saved. The import template is created. |
2.2. Delete an import template
Goal | Delete an import template |
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Preconditions |
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Steps |
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Result | The modal window closes. The import template is removed. |
2.3. Delete several import templates
Goal | Delete several import templates |
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Preconditions |
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Steps |
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Result | The modal window closes. Import templates are removed. |
2.4. Edit an import template
Goal | Edit an import template |
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Preconditions |
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Steps |
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Result | Data saved. |
2.5. Import data by template
Goal | Import data by template |
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Preconditions |
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Steps |
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Result | Data imported. |