Data Import
Data for Companies, Properties, Units and Contacts can be imported into LogiPro from a CSV file.
Note: The CSV files must be set up according to Data Import Specifications.pdf below. Blank templates, set up with according to the specifications, have been added here for download.
Prior to performing the import, the following must be set up in LogiPro:
1. The lists of Client Accounts, Unit Types, Contact Types and Nominal Accounts.
Importing the Data
In order to perform the Import:
Click Admin > Import Data.
The following screen displays:
1. Select which data you would like to import.
Note: The data has to be imported in the following order: Companies, Properties and then Units. Contacts are not affected by the order and can be imported at any point.
2. Click ... to browse for your file.
3. Click Import.
Import Results
After the Import, a pop-up tells you how many rows of that particular data set have been successfully imported:
The table at the bottom of the Import Window shows all the information on your import for this import session. Note: Once the import session completes and the window closes, the table refreshes for the next session.
1. What type of data you have imported.
2. How many new records have been imported.
3. How many records have previously been imported. If a row contains an id of a data type that already exists in LogiPro, these will not import again.
4. Time that the import took place.
5. Any errors that may have occurred to prevent the import from taking place.
Troubleshooting
If LogiPro finds an error in the file, it pops up an error message, with details as to what the problem is.
For more information on what each error indicates see the Troubleshooting document below:
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