• Resolved arniarni

    (@arniarni)


    Hi,

    I have not used import in this plugin earlier. But I support a full database in XLS and need sinchronize XLS and PDB databases. I tried to use import ability via CSV in PDB and found that process completed well (message appears) but data in PDB not updates (I selected the dropdown “rewrite”).
    I tried to save XLS as CSV with coma delimiter and as MS-DOS CSV.
    Can you help me and tell what I made incorrect?

    Regards,
    Arnold

    https://www.ads-software.com/plugins/participants-database/

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author xnau webdesign

    (@xnau)

    When you are importing a CSV and you want the imported data to update (overwrite) existing records in the database, you need to specify the “match field” so that the incoming records will overwrite the correct records. Usually, the “record id” field is used for this. In order for this to work, you must also export the “record id” field in your CSV so that each record will include it’s ID.

    Thread Starter arniarni

    (@arniarni)

    One more qwestion to addition: can I use only one or several fields in csv file which I want to rewrite (other fields without changes)?

    Plugin Author xnau webdesign

    (@xnau)

    The CSV import will update all matching records with as many fields as are present in the CSV. The only limitation is that only one field can be used to determine if the record is a match.

    Thread Starter arniarni

    (@arniarni)

    Did I understand correctly that I can use in csv file:
    1) any quantity of fields – for example only fields with changes;
    2) order of the fields is not important – as more convenient?

    P.S. It is strange but MS Excel save CSV as Coma separated values file not with coma but with semicolon. Below a part of file:
    announce_2;attn;approved;access;cabinet;declaration1;grp_cert;lot_no;lot_square

    Regards,
    Arnold

    Plugin Author xnau webdesign

    (@xnau)

    Yes, you can do that. Excel’s default options are different, yes, but you can change it…or the plugin can import a CSV that uses semicolons, too.

    Thread Starter arniarni

    (@arniarni)

    Thank you for your help!

Viewing 6 replies - 1 through 6 (of 6 total)
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