Import via the import function

It is possible to read data into the system via a csv file. With large data sets, this can be a fast method of data processing.

The following steps can be followed:

Step 1: create import format

The type of import format can be selected via the export function. This is also the starting point for the csv needed to import.

Please note that the format that is being imported can always contain one time period.

Step 2: Adjust the import format

A choice must be made between importing via the identification code or the characteristics of columns B to F. If an identification code is used, then these must be specified for the meters in the system. These values can then be found in column A. At that time, columns B to F can be deleted. However, if work is being done without a code, column A must be removed.

Step 3: Insert the data to be imported

The column s1 2019 shown in the example can easily be adjusted to the desired import period. For example s1 2020. It is also possible to read in data from several years. Then simply place several columns in a logical sequence.

Note: The system overwrites existing data in the database, as long as it is still in concept. The moment the data is released for approval and the value in the import file is the same as the value that was already there, the value is ignored and the import continues. If the value is different and the value is released in the database, the import will be aborted.

Step 4: Save csv file

After the file is ready, the excel must be saved as a csv file. Pay attention! Make sure that the thousand-dollar separation is outstanding. This is seen at the database level as a comma.

Step 5: go under import (only available for manager) to imports

The CSV file can now be imported into the application. There are various controls in the import function. If errors are found, this is explained further per line.

Step 6: Check the end result

Imported data via the import function remains in concept. Check the values ​​and submit them per observation or with the bulk function. From that moment, it is also no longer possible for a registrar to adjust the data and it can no longer be overwritten with the import function.

 

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