Form for CSV import

You can open the form for the CSV import via the Administration/Tools/Data exchange/CSV import menu.

Procedures

You can select an archive file using the corresponding function of the file selection dialog.

Single import

You can import files in the archive individually.

BLOB import

Imports only BLOBs that are listed in the CSV file.

Batch import

In batch mode, several files can be imported at once. Simply drag and drop the files into the list for the batch import. The order of the import files can be changed by modifying their position.

Commands

These functions should be used in accordance with the situation and depending on the quantity of the data to be imported.

Start

Opens an import file and starts the import.

Check

Opens an import file and allows you to perform an import check before starting. The error option should be enabled. No data will be modified. For a batch import, the rollback is not performed after each processed import file, but only after the check completed for all files. The files may thus be based on each other. In this case, it is important to specify the order of the import files (personal data and company data come first, then address data).

Count

For the selected CSV file, all records and BLOBs are counted.

Options

Codepage

Selects the codepage that is used (default: Windows 1252). No entry used = default.

Attention

Attention: To ensure that the correct character set is used during the CSV import and that all characters from the list are converted correctly, the appropriate code page must be specified. The system offers in the select menu all code pages known to the server. These are not maintained and depend on the installed Java runtime version. If the CSV file was created on a current Windows system, the code page most likely is windows 1252. The administrator can set the standard Codepage for the CSV import via the PSA _COD_PAG_DEF environ­ment variable.

Separator

Separator between individual columns (default: ;).

Quotation

Quotation characters of the cells (default: "). Quotation marks within character strings must be dou­bled.

Cancel on error

This option causes the import to stop during the transaction whenever relations are not found. As a default, this option is deactivated. In this case, defective records are not imported, and the import is not interrupted. The defective records then show up in the log file.

No locking

You can specify that no locking check should be performed for records that are being processed (and thus locked) during the import.

No access check

This lets you avoid access restrictions (e.g., if the ADMINS group has only read permission).

No user exits

This option should normally not be activated. If it is, no trigger functions causing relation fields to be updated as well are activated.

No message boxes

No further confirmation message boxes should appear.

No duplicate check

For the quick import of contact lists, you can switch off duplicate checks. If this option is deactivated, you must be prepared for a very long import duration.

Tip: Deactivate the duplicate check for extensive imports, and use the duplicate management integrated into the CRM afterwards for resolving contact duplicates.

Mode (always Overwrite if not activated)

Overwrite, Insert and Update are the processing routines for data already present in the system.