.CSV or Comma Separated Values/Variables files are commonly used to import and export data into/from databases without having to type in values individually via a user interface.
The files can be edited in any spreadsheet application such as Microsoft Excel that permits files to be saved as .CSV format. Column headings have to be in a particular order. This header row is ignored when the file is imported. The values below the header row are applied in the database table.
| 1. | Create and edit .CSV files in Microsoft Excel. |
| 2. | Each file must have only one worksheet, at most. |
| 3. | Always save the file with "CSV (comma delimited) *.CSV" as the File Type. |
| 4. | Do not change or swap the position of columns inside the .CSV file. |
| 5. | Do not change the column titles inside .CSV files - this is the header row. The header row is not stored but the titles have to be recognised by the database. |
| 6. | We do not recommend that you update data using a mixture of manual editing and .CSV uploads because of the risk of inadvertently using out-of-date .CSV files. |
| 7. | Uploading a .CSV file completely removes the pre-existing values and replaces them with the contents of the .CSV file. |
|
| • | Downloading data about existing user and admin groups. |
| o | For Admin groups the header row comprises: Admin Group Name, Client No, Consol Codes, Accounts, Enable |
| o | For User groups the header row comprises: User Group Name, Client No, Consol Codes, Accounts, Enable |
| • | Bulk creation of new users and/or administrators and download of existing users and/or administrators data. |
| o | For users, the header row comprises: First Name, Last Name, Email Address, Mobile Number, Contact Number, Staff Reference Number, CitySprint User Group, Admin Access, Internal OR Client, Location, Client Number |
| o | For administrators, the header row comprises: First Name, Last Name, Email Address, Mobile Number, Contact Number, Staff Reference Number, CitySprint Admin Group, Admin Access, Internal OR Client, Location, Client Number |
|
| • | Uploading and downloading addressess. |
| o | The header row comprises columns: Address Name, Company Name, Address Line 1, Address Line 2, Town, County, Postcode, Country, Selected Category, Selected Items |
|
| • | Existing linked field data is downloaded through menu, Download CSV File button. |
The following header row is only available in .CSV files for download. Do NOT upload files with this header row as the Link To fields and values will not be stored correctly.
| o | The header row comprises: Console Code, Account No, Key Field, Data, Linked To Field1, Data1, Linked To Field2, Data2, Linked To Field3, Data3, Linked To Field4, Data4, Linked To Field5, Data5, Linked To Field6, Data6, Linked To Field7, Data7, Linked To Field8, Data8, Linked To Field9, Data9, Linked To Field10, Data10 |
| • | Before uploading data via .CSV file, it is essential that administrators initially create a set of linked fields through the menu and Download Template of the set. |
Creating a template ensures that the header row correctly lists field names and related IDs. Administrators can edit and populate the .CSV with one or more sets of linked fields as required.
|
| • | If Booking Codes are presented as a dropdown list on the screen, you can set up the list through the Group screens either manually (one by one) or by uploading a .CSV file. |
| • | For booking codes, the .CSV file must have only one column. The first cell of the column MUST be labelled Description. (As usual, the .CSV file must not have more than one worksheet). |
| • | Recommendation: if you use a .CSV file for the initial upload of booking codes, use the same method for maintenance. |
|
Related topics
Administrators' overview
