Format example for importing custom data entries

Overview

For importing custom data entries, you require an import format that is configured with the database table Import Data Entry Record.

The example below compares the data content of a file from a spreadsheet software (here, e.g., an Excel file prior to its conversion to a CSV or TXT file) with the import format for custom data entries:

Explanatory Notes to the Example

Column A of the Excel spreadsheet (Window) is in the first place, ergo the corresponding format field is given the Start No. 1. Consequently, the format field for Column B receives the Start No. 2 etc.
The order (SeqNo) of the format fields is therefore irrelevant.

Note: metasfresh does not expect any column names in the import file. Simply the position of the column must correspond to the start number.
The Name of the format field may be chosen freely and does not have to coincide with the column name in the import file.
The Column of the format field specifies where metasfresh shall transfer the content of the column from the import file.
The Data Type specifies whether the type of the import data is, e.g., a String or a Number.

Some useful notes

The mandatory fields are essential for a successful data import!

Mandatory Field	Field Name	Example	Note
X	Window	Product	System internal input window name. (If in doubt, please consult the system administrator.)
X	Data Entry Tab	Product Label	Name of the custom record tab
X	Data Entry Subtab	Data entry	Name of the subtab
	Section Name	Technical data	Name of the section
	Line Name	• 10 • 20 • …	Sequence number of the line
X	External ID	Petrol_engine	Search key of the data entry
X	Field Name	Date	Name of the field (Important note: If several fields have the same name, the section name and/or line sequence number *must* be specified!)
	Field Value	2020-02-20	Value or content of the field. The following values can be specified for the following field data types (see Custom data entry - field): • Date: `YYYY-MM-DD` (in acc. with ISO 8601) • Checkbox: Y (`= activated`), N (`= deactivated`) • List: `Name of the list item` • Text box: `Text (multi-line)` • Text field: `Text (single-line)` • Number: `Numeric value` If no field value is specified, any existing field contents in the input tab will be deleted.

Next Steps

Import custom data entries.

View source file on GitHub.com