Upload Data: Difference between revisions

Latest revision as of 15:14, 17 February 2022

NOTE: This module is deactivated by default due to its potential for permanent damage to your data. Please contact us at info@goldenretrieverapp.com if you would like to discuss activating this module for your account or any of your users.

For large amounts of data it is sometimes advantageous to download your data for editing in a spreadsheet program (on a computer) and then uploading the edited records into the database. The Uploads→Database Modifications option allows you to upload changes to your database.

This module can seriously mess up your data. You take on all risk by utilizing this module. The Golden Retriever team will not be responsible if the data you upload detrimentally effects your users. However, the Golden Retriever team will assist you in anyway we can if something should go wrong. We advise you to download a copy of all data in the selected database prior to making any changes with this module. See Downloading Records in CSV File for directions.

Steps

From the Admin Portal download and backup a copy of your database on your computer.
Open the .csv file in your spreadsheet program (LibreOffice, MS Office, etc.).
Delete the Date column as Excel will change the date format (which will cause data loss and break functionality in the Admin Portal).
Delete all columns which you do not wish to update with the exception of the RecordNo column. Without the RecordNo column all rows will be inserted into the database as new records. Note: The RecordNo column must be included - without values records will be inserted as new records; with values the records will be updated with the modified data.
Review your data and make necessary changes.
Save file in a .csv format with an easy to remember file name
Back in the Admin Portal select Database Modifications.
Select the database to upload to .
Select the modified .csv file.
Click Update Database to upload your changes.

As mentioned above in step 4, it is also possible to insert new records into your database. To do this simply ensure that the record number field is empty.

NOTE: This module can seriously mess up your data. You take on all risk by utilizing this module. The Golden Retriever team will not be responsible if the data you upload detrimentally effects your users. However, the Golden Retriever team will assist you in anyway we can if something should go wrong. We advise you to download a copy of all data in the selected database prior to making any changes with this module.'

@@ Line 1: / Line 1: @@
+[[Main_Page|Main Page]]
+ <strong>NOTE: This module is deactivated by default due to its potential for permanent damage to your data. Please contact us at ''info@goldenretrieverapp.com'' if you would like to discuss activating this module for your account or any of your users.</strong>
+[[File:Uploads.png|thumb|none]]
 For large amounts of data it is sometimes advantageous to download your data for editing in a spreadsheet program (on a computer) and then uploading the edited records into the database. The Uploads→Database Modifications option allows you to upload changes to your database.
   ''This module can seriously mess up your data. You take on all risk by utilizing this module. The Golden Retriever team will not be responsible if the data you upload detrimentally effects your users. However, the Golden Retriever team will assist you in anyway we can if something should go wrong. We advise you to download a copy of all data in the selected database prior to making any changes with this module.'' See [https://wiki.goldenretrieverapp.com/index.php?title=Data_Management#Downloading_Records_in_CSV_File Downloading Records in CSV File] for directions.
 <strong>Steps</strong>
-#Download and backup a copy of your database from the '''Admin Portal'''.
+#From the '''Admin Portal''' download and backup a copy of your database on your computer.
 #Open the <code>.csv</code> file in your spreadsheet program (LibreOffice, MS Office, etc.).
-#Review data and make necessary changes.
+#Delete the ''Date'' column as Excel will change the date format (which will cause data loss and break functionality in the Admin Portal).
-#Save file in a <code>.csv</code> with an easy to remember file name
+#Delete all columns which you do not wish to update <strong>with the exception of the ''RecordNo'' column</strong>. Without the ''RecordNo'' column all rows will be inserted into the database as '''new''' records. <strong>Note: The <i>RecordNo</i> column must be included - without values records will be inserted as new records; with values the records will be updated with the modified data.</strong>
+#Review your data and make necessary changes.
+#Save file in a <code>.csv</code> format with an easy to remember file name
 #Back in the '''Admin Portal''' select Database Modifications.[[File:Modifications1.png|thumb|none]]
 #Select the database to upload to .
@@ Line 11: / Line 16: @@
 #Click <code>Update Database</code> to upload your changes.
 <br>
-It is also possible to insert new records into your database. To do this simply ensure that the ''record number'' field is empty.
+As mentioned above in step 4, it is also possible to insert new records into your database. To do this simply ensure that the ''record number'' field is empty.
   ''<strong>NOTE: This module can seriously mess up your data. You take on all risk by utilizing this module. The Golden Retriever team will not be responsible if the data you upload detrimentally effects your users. However, the Golden Retriever team will assist you in anyway we can if something should go wrong. We advise you to download a copy of all data in the selected database prior to making any changes with this module.</strong>'''