89 lines
3.9 KiB
HTML
89 lines
3.9 KiB
HTML
<div class="layout_wrapper">
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<div id="di_header"></div>
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<div style="margin: 8px">
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<table style="border-collapse: collapse;" border="0">
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<tbody>
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<tr>
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<td style="border: 1px solid #aaaaaa; padding: 4px; width: 60%;">
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<form action="index.cgi" enctype="multipart/form-data" method="POST" target="ImportIFrame"> <input name="cmd" type="hidden" value="import_csv" />
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<h3 style="background-color: #EEF; padding: 2px;">Step 1. Download Template</h3>
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<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 entries from child tables. For more info see below</span></div>
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<div id="child_tab_lst"></div>
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<h3 style="background-color: #EEF; padding: 2px;">Step 2. Upload and Import</h3>
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<table style="width: 480px;" border="0" cellspacing="10px">
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<tbody>
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<tr>
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<td width="200px">Select CSV File to be imported</td>
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<td><input name="csv_file" type="file" /></td>
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</tr>
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<tr>
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<td width="200px">Date format in source CSV</td>
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<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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</tr>
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<tr>
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<td> </td>
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<td>
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<div id="import_btn"><input type="submit" value="Import" /></div>
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</td>
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</tr>
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</tbody>
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</table>
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</form>
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<div style="background-color: #FFE; padding: 13px; margin: 17px;">
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<h3>Data Import Guide</h3>
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<ol>
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<li>Get the template of the DocType for which you want to import in CSV (Comma seperated values) format.</li>
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<li>Fill in the data in the template. You can remove columns that are not relevant</li>
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<li>Save the template in CSV format</li>
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<li>Select the saved CSV file, identify the date format if any</li>
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<li>Click on "Import"</li>
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</ol>
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<br />
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<h4>Over-writing Guide</h4>
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<ol>
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<li>To over-write data, click on "Do you want to over-write records?" and then download template</li>
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<li>To over-write parent table data, mention existing ID in "Name" column</li>
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<li>Over-writing of child table data will delete all previous data from child table of those parents which you are importing. So before over-writing child tables, take a backup of the child table data by exporting from report builder. Re-import all rows of the child table for a particular parent.<br>For example: If you want to overwrite tax rate for tax account "VAT" ifor item: ITEM001 and suppose there are 3 rows in "Item Tax" table for item : ITEM001. While overwriting the system will delete all 3 rows. So, you have to re-import all 3 rows for that item.</li>
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<li>Over-write checkbox will be checked while importing</li>
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</ol>
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<br />
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<h4>Do you have Non-English data?</h4>
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You may need to save the file with UTF-8 encoding for data to be imported correctly.
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<br /><br />
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Microsoft Excel Users:<br />
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There is no obvious way of saving a CSV file with UTF-8 encoding.<br />
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You will need to follow these steps:
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<ol>
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<li>In Excel, save the file in CSV (Comma Delimited) format</li>
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<li>Open this saved file in Notepad</li>
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<li>Click on File -> Save As</li>
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<li>File Name: <your filename>.csv<br />
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Save as type: Text Documents (*.txt)<br />
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Encoding: UTF-8
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</li>
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<li>Click on Save</li>
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</ol>
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<br />
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OpenOffice or LibreOffice Users:<br />
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<ol>
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<li>While saving as CSV, check "Edit Filter Settings".</li>
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<li>You will be prompted for Encoding.</li>
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<li>Make sure it is "UTF-8" and click on OK.</li>
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</ol>
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</div>
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</td>
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<td style="border: 1px solid #AAA; padding: 4px;">
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<h3>Import Log:</h3>
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<div id="import_result_area">
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<iframe name="ImportIFrame" style="border: 0px; height: 620px; width: 100%"></iframe>
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</div>
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</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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