File Loads from Desktop

Owned by Torbjorn Nilsen
Mar 07, 2022
3 min read

DATABASICS File loads

DATABASICS allows you to upload and download data files pertaining to your site according to predefined specifications from your desktop.

Data on the local drive

General Load Guidelines

DATABASICS allows data to be entered into the application through load according to a specification agreed in the solution design.

A “profile” will execute the load from files.

Loads must conform to the following guidelines:

  • Load files should not contain a header line.

  • All load files should be presented as tab delimited .txt files.

  • No double quotes [“] are allowed in any field.

  • ID fields must be upper case and alpha numeric [0-9] [A-Z] [-_.], with no special characters or spaces.

  • File loads will be full. This means that all active records will be included in the load, and if a record is not included in the load this record will be set to inactive.
    - This load approach is configurable and has an alternative in a partial setting, where only new or changed records will be included in the load file, but the load itself includes an active y/n flag.

Create load file from Excel

Example of how to create load file

  1. Add list in excel
    Make sure the Code (LOACTION COLUMN in example below) is formatted as TEXT (excel will strip the 0s if not changed).

  2. Remove Line 1 (Header line)

  3. Save as “Text (Tab Delimited) (.txt)”

  4. The resulting file will look like the following if opened in Notepad.

Accessing File  

  1. Access the profile by going to Admin > Data Piping > My Profile Task.

  2. Find the profile to import the data you want to load and click the “Run Now” link.

  3. Click on “Browse” to search for the timesheet file.

  4. Click on “Open” once file is located.
    - This will create a “fakepath” location in the interface

Load file

  1. Click “Run”

  2. On the Job Execution Query screen, click  “Refresh” button as indicated in the screenshot below until the job status is “Completed” (Warning: do not use browser refresh button).

  3. Click on the completed  job link to view the status of the load and possible warnings/errors.

  4. Click on the paperclip attachment icon to view the list of failed records, and address warning messages, if applicable.

  5. Sample the data in the application to confirm the information has loaded successfully.

 



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