Import events
All completed and pending imports are displayed in the overview.
In addition to the status of the import, the overview also provides information on the creation date and modification date of the imports.
The data records in the overview can be viewed, edited, deleted and reused.
With the reuse function, a new import can be carried out with the same settings.
Import status
Completed = Import is complete and events have been stored in the system.
In preparation = Import process is not yet complete and can be edited further. Events have not yet been imported.
Step 1 - Upload file(s)
An XLSX file can be uploaded in the upload field. If the import XLSX file contains several tabs, these are also imported. However, it is not possible to import several files at once.
Once the file has been uploaded, the contents are displayed in tabular form in the preview.
1. define table header
The first row of the import file can be defined as a table header using the "First row contains column labels" checkbox.
The table header contains the corresponding column labels for assignment.
2. select table
The "Use this data for the import" checkbox is used to select which file is to be processed for the import.
Initially, the setting is activated for all uploaded files. The setting can be deactivated as required so that the corresponding files are not processed further in the import process.
3. preview table
The data can be viewed in the preview of the table(s).
Step 2 - Normalise data
After uploading, the data can also be subsequently edited if required. The following modifiers can be set via the "Add modifier" dropdown:
1. combine columns
"Combine columns" can be used to combine any duplicate columns or columns with the same content into one column.
| Title | Title Description |
|---|---|
| Search fields | One or more fields can be selected here to combine the columns. |
| Target field | The field in which the contents of the fields selected above are to be combined is defined here. |
| Text between the fields | The contents are currently combined without spacing/spaces. This field is used to separate the combined content with the corresponding content. Recommendation: It is recommended to use two paragraphs (2x Enter key) to display the contents one below the other. |
| Omit empty fields | If columns have no content, they are ignored when combining with this setting. |
2. fixed value
This setting can be used to create a new column.
| Title | Title Description |
|---|---|
| Target field | The title of the new column is defined here. |
| Value | The content of the column is included here. |
3. remove special characters for HTML
This setting can be used to remove unwanted special characters or artefacts from the contents of the columns.
| Title | Title Description |
|---|---|
| Search field | The column to be checked is selected here. |
| Target field | The column to be edited is entered here. It should be identical to the search field. |
4. search & replace
This setting can be used to localise and replace content.
| Title | Title Description |
|---|---|
| Search field | The column to be checked is selected here. |
| Target field | The column in which the change is to take place is entered here. |
| Regular expression | This is an extended search and replace function that uses patterns instead of simple text strings. This allows complex criteria to be defined in order to specifically find and replace (or modify) events during import. |
| Search text | The column to be searched for is entered here. |
| Replace with | Here you enter what is to be replaced by the search text. |
5. remove characters from start and end
Any unwanted spaces at the start and end of the content can be removed here.
| Title | Description field |
|---|---|
| Search field | The column to be checked is selected here. |
| Target field | The column in which the change is to be entered is entered here. |
| Remove character from start / Remove character from end | Spaces are removed from the beginning or end here. |
Step 3 - Assigning the data
When assigning the data from the table header, the contents are assigned accordingly in the import process.
The import target can be selected before the assignment. Currently, only events can be imported. Therefore, only "Events" can be selected as the target.
If the import target is selected, the overview of all existing data fields is displayed. The assignment to the corresponding data column can take place here.
The Use for identification checkbox can be used to ignore existing data records in the system that have been created by previous imports, for example.
The content of the columns is displayed in the preview.