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[av_heading heading=\’Record Import\’ tag=\’h1\’ style=\’blockquote modern-quote\’ subheading_active=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’entypo-fontello\’ size=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ subheading_size=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ icon_size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ color=\’\’ custom_font=\’\’ subheading_color=\’\’ seperator_color=\’\’ icon_color=\’\’ margin=\’5px\’ margin_sync=\’true\’ padding=\’10\’ icon_padding=\’10\’ headline_padding=\’\’ headline_padding_sync=\’true\’ link=\’\’ link_target=\’\’ id=\’\’ custom_class=\’\’ template_class=\’\’ element_template=\’\’ one_element_template=\’\’ av_uid=\’av-2q2c1g\’ sc_version=\’1.0\’ admin_preview_bg=\’\’][/av_heading]
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You can upload multiple records into the View Data grid, ready for assigning to users.
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[av_heading heading=\’Download Template\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ color=\’\’ custom_font=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av_uid=\’av-1vrl2c\’][/av_heading]
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To import records into the required Data Collector app, you will need to download the Template file. You can do this by:
- Selecting the required Data Collector app in \’View Data\’
- Select \’Add New\’
- In the modal popup, select \’Download Template\’
This will download an Excel file to your Downloads folder on your local computer.
The Excel template file will show:
- Row 1 – available fields for the app
- Row 2 – field type entry required.
Populate the spreadsheet with the required data to import, ensuring you enter the correct field type data in to each cell.
Please Note:
- Do not change the field label names in Row 1, otherwise your import will fail.
- You can delete unwanted columns from the spreadsheet.
- Always start populating data from Row 3 onwards.
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[av_heading heading=\’Importing Multiple Records\’ tag=\’h3\’ style=\’blockquote modern-quote\’ subheading_active=\’\’ size=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ subheading_size=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ color=\’\’ custom_font=\’\’ margin=\’\’ margin_sync=\’true\’ padding=\’10\’ link=\’\’ link_target=\’\’ id=\’\’ custom_class=\’\’ av_uid=\’av-kcqqep5x\’ admin_preview_bg=\’\’][/av_heading]
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To import multiple records, click on \’Add Record\’.
- In the popup modal, select the \’Record Import\’ checkbox.
- Click on \’Select\’ and choose the Excel file from your computer.
- Click on \’\’Confirm\’
The records will now be imported in to the View Data grid.
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[av_heading heading=\’Record Import Validation\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ color=\’\’ custom_font=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av_uid=\’av-1z0tqs\’][/av_heading]
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During the import, if there is an issue with the Excel file, validation error messages will be shown providing reasons the validation has failed. Resolve the issues and import again.
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Note: If you are experiencing issues with the upload and the upload file contains GPS co-ordinates, due to the way Excel stores co-ordinate values, prefix the co-ordinate with the \’ prefix. For instance: \’-0.096752222
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