Imports of CSV from file

Owned by Olesya Tantsyura
Last updated: Mar 28, 2024
4 min read

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:

  1. Creation tool (Fig.1(1));
  2. Search field (Fig.1(2));
  3. Refresh button (Fig.1(3));
  4. Registry (Fig.1(4));
  5. 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 -

(Fig.1 (3)).

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:

  1. Checkbox;
  2. Name;
  3. Import destination;
  4. Upload tool;
  5. Editing tool;
  6. 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

Preconditions
  1. Access to the Admin application;
  2. Access to the Imports of CSV from files section in the Admin application;
  3. Permission to create in the Imports of CSV from files section.

Steps


  1. Click the Add button. The General tab opens.
  2. Enter data. The Save button becomes active.
  3. Click the Save button. Access to the Permissions tab is opened.

  4. Fill in the required data in other tabs.

  5. Click the Save button

Result

Data saved. The import template is created.

2.2. Delete an import template

Goal

Delete an import template

Preconditions
  1. Access to the Admin application;
  2. Access to the Imports of CSV from files section in the Admin application;
  3. Permission to select and delete in the Imports of CSV from files section;
  4. The presence of at least one import template.

Steps


  1. Find the import template you want to delete in the registry;
  2. Click the delete button - . A modal window opens to confirm the deletion;
  3. Click the Delete button.

Result

The modal window closes. The import template is removed.

2.3. Delete several import templates

Goal

Delete several import templates

Preconditions
  1. Access to the Admin application;
  2. Access to the Imports of CSV from files section in the Admin application;
  3. Permission to select and delete in the Imports of CSV from files section;
  4. The presence of at least one import template.

Steps


  1. Find the import templates you want to delete in the registry. Select them using the checkbox;
  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.
  3. Click the Delete button.

Result

The modal window closes. Import templates are removed.

2.4. Edit an import template

Goal

Edit an import template

Preconditions
  1. Access to the Admin application;
  2. Access to the Imports of CSV from files section in the Admin application;
  3. Permission to edit in the Imports of CSV from files section;
  4. The presence of at least one import template.

Steps


  1. Find the import template you want to edit in the registry.
  2. Click on the edit button in the entry of this import template. The General tab opens.
  3. Open the tab you need.
  4. Make changes.
  5. Click the Save button.

Result

Data saved.

2.5. Import data by template

Goal

Import data by template

Preconditions
  1. Access to the Admin application;
  2. Access to the Imports of CSV from files section in the Admin application;
  3. Permission to add in the section into which the data will be imported.
  4. The presence of at least one import template.

Steps


  1. Find the import template to be imported.
  2. Click on the button in the template entry. The file selection window opens.
  3. Select a file (Fig.2).
  4. Click the Open button. The Import CSV modal window opens.
  5. Click the Save button.

Result

Data imported.