Data Import

· To Import the file into the application, go to File --> Data Import.

· User can import files into the application in different formats like Text and Excel Workbook.

· This utility is useful if the user extracts data from an external ERP/third-party system.

· File Type --> Select the appropriate File Type.

· If the logged-in user role has Add or Edit permission, the Import button will be shown.

· If the role has Add, Edit, and Delete permissions, options Append, Replace, and Clear All will be shown.

· If the role has Add and Edit permissions, only the Replace option will be shown.

· If the role has only Add permission, only the Append option will be shown.

· If the role has Add and Delete permissions, only the Clear All option will be shown.

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· Click on "Browse" and select the files the user wants to import.

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· After the File is selected, specify the delimiter in the Files. If Excel Workbook is selected, the delimiter is updated as Tab.

· There are 3 Insert types.

  1. Append: Adds to the database incrementally. If the data already exists, it will not replace that data. It will throw an error stating that data is already present.

  2. Replace: Adds to the database incrementally. If the data already exists, then it will replace that data.

  3. Clear All: Clears all the contents in that table and loads the data contained in a flat file or Excel.

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· Click on the 'Insert DB' button to import the selected file. Messages will pop up to confirm the successful import.

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