Requirements

2 minute read

The CSV data to be imported must be stored in the configured directory. It must be ensured that the current Docusnap user has read and write access to this directory.

In order for the CSV import to succeed, it must be ensured that the mandatory fields required for the import are present in the CSV file.

When importing data into tables, in most cases, the foreign key to the parent tables must be considered, otherwise the import will fail. For example, if the contact information is inserted into the tContacts table, the Account ID (tContacts.AccountID) must be specified so that the contacts in the tree can be displayed at the correct company. The columns named AccountID and DomainID are always the company or the domain to which the entry should belong after the import. In the Docusnap Management in the Manage Tables tab, the name of the foreign key column can be found. If the name of the columns is not sufficient to determine the parent table, you can use the Manage Objects tab to locate the object to which you want to import and then find the parent table. Subsequently, in the SQL Management Studio, a select statement can be executed on the parent table to obtain the foreign keys. For example, the AccountID can be found by using the statement

select tAccounts.AccountID, tAccounts.AccountName from tAccounts

The AccountID of the desired company must be specified in the CSV file so it can be assigned during the import. After importing the data, they are then displayed at the correct company. As an alternative to the SQL Management Studio, you could also create a Connect Package containing the data of the table to obtain the correct foreign keys.

For the scheduled import of CSV files, it is necessary that the column order of the file to be imported matches exactly with the column order of the file that was used for planning the import. Deviations in the order lead to import errors, as the originally established structure is expected. To ensure an accurate data import, it must therefore be ensured that the order of the columns in the CSV file is correct before the scheduled import is executed.