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< form action = "index.cgi" enctype = "multipart/form-data" method = "POST" target = "ImportIFrame" > < input name = "cmd" type = "hidden" value = "import_csv" / >
< h3 style = "background-color: #EEF; padding: 2px;" > Step 1. Download Template< / h3 >
< select id = "import_template" style = "margin: 10px;" > < option > Select Master...< / option > < / select >
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< div style = "margin: 10px; margin-top: 0px;" > < input name = "overwrite" type = "checkbox" / > Do you want to over-write records? < br > < span style = 'color:orange' > Warning: Over-writing the data of child tables, will delete all old data. For more info see below< / span > < / div >
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< div id = "child_tab_lst" > < / div >
< h3 style = "background-color: #EEF; padding: 2px;" > Step 2. Upload and Import< / h3 >
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< td width = "200px" > Select CSV File to be imported< / td >
< td > < input name = "csv_file" type = "file" / > < / td >
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< td width = "200px" > Date format in source CSV< / td >
< td > < select name = "dateformat" > < option value = "yyyy-mm-dd" > yyyy-mm-dd< / option > < option value = "mm/dd/yyyy" > mm/dd/yyyy< / option > < option value = "mm/dd/yy" > mm/dd/yy< / option > < option value = "dd-mm-yyyy" > dd-mm-yyyy< / option > < option value = "dd/mm/yyyy" > dd/mm/yyyy< / option > < / select > < / td >
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< div id = "import_btn" > < input type = "submit" value = "Import" / > < / div >
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< h3 > Data Import Guide< / h3 >
< ol >
< li > Get the template of the DocType for which you want to import in CSV (Comma seperated values) format.< / li >
< li > Fill in the data in the template. You can remove columns that are not relevant< / li >
< li > Save the template in CSV format< / li >
< li > Select the saved CSV file, identify the date format if any< / li >
< li > Click on "Import"< / li >
< / ol >
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< br / >
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< h4 > Over-writing Guide< / h4 >
< ol >
< li > To over-write data, click on "Do you want to over-write records?" and then download template< / li >
< li > To over-write parent table data, mention existing ID in "Name" column< / li >
< li > Over-writing of child table data will delete all previous data of child table and re-import. so before over-writing child tables, export all data from system, modify them and then re-import< / li >
< li > Over-write checkbox will be checked while importing< / li >
< / ol >
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< br / >
< h4 > Do you have Non-English data?< / h4 >
You may need to save the file with UTF-8 encoding for data to be imported correctly.
< br / > < br / >
Microsoft Excel Users:< br / >
There is no obvious way of saving a CSV file with UTF-8 encoding.< br / >
You will need to follow these steps:
< ol >
< li > In Excel, save the file in CSV (Comma Delimited) format< / li >
< li > Open this saved file in Notepad< / li >
< li > Click on File -> Save As< / li >
< li > File Name: < your filename> .csv< br / >
Save as type: Text Documents (*.txt)< br / >
Encoding: UTF-8
< / li >
< li > Click on Save< / li >
< / ol >
< br / >
OpenOffice or LibreOffice Users:< br / >
< ol >
< li > While saving as CSV, check "Edit Filter Settings".< / li >
< li > You will be prompted for Encoding.< / li >
< li > Make sure it is "UTF-8" and click on OK.< / li >
< / ol >
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< h3 > Import Log:< / h3 >
< div id = "import_result_area" >
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< iframe name = "ImportIFrame" style = "border: 0px; height: 620px; width: 100%" > < / iframe >
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