import_and_export:importing_names

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import_and_export:importing_names [2022/01/28 19:22] – [Introduction] Mark Gloverimport_and_export:importing_names [2022/02/10 12:46] – [Setting up the import file] Gary Willetts
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 | K       | Last name. This column is the difference between a customer and a patient:  A customer will have a blank last name, a patient **must** have a non-blank last name | | K       | Last name. This column is the difference between a customer and a patient:  A customer will have a blank last name, a patient **must** have a non-blank last name |
 | L       | First name (applies only to people)         | | L       | First name (applies only to people)         |
-| M       | Date of birth (please use 4-digit year)     |+| M       | Date of birth (use 4-digit years)     |
 | N       | Gender (enter "F" or "True" for females. All other values taken as male) | | N       | Gender (enter "F" or "True" for females. All other values taken as male) |
 | O       | Custom 1                  | | O       | Custom 1                  |
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 | W       | Postcode (Zip code)       | | W       | Postcode (Zip code)       |
 | X       | On hold ("T" or "Y" for true, anything else, including blank, for false) | | X       | On hold ("T" or "Y" for true, anything else, including blank, for false) |
 +| Y       | ID. The ID of the name record in the mSupply database. Optional and ignored unless updating a name. If you're updating a name then it is mandatory. During an update, the name this ID belongs to is compared with the name the code in column A belongs to. If they are the same record then the update will proceed, otherwise this line in the import file will be skipped. |
  
 Column C describes the type of the name being imported. That is, whether it is a customer, supplier, manufacturer, donor or patient. A name could be any one of these or several of them. To indicate which of these the name is, simply include the letter shown in the table below in the type field (letter order is not important): Column C describes the type of the name being imported. That is, whether it is a customer, supplier, manufacturer, donor or patient. A name could be any one of these or several of them. To indicate which of these the name is, simply include the letter shown in the table below in the type field (letter order is not important):
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     * Ignore the first line.  You will want to if you have used the first row for column headings     * Ignore the first line.  You will want to if you have used the first row for column headings
     * Strip out line feeds and quote characters.  You will want to do if you've used Excel to save the text file.     * Strip out line feeds and quote characters.  You will want to do if you've used Excel to save the text file.
-  * If there are non-printable characters before or after the name, code, last name or first name they will be removed. Any non-printable characters in the name, code, last name or first name will be replaced with an underscore (<wrap em>_</wrap>).+  * If there are non-printable characters before or after the name, code, last name or first name they will be removed. Any non-printable characters in the name, code, last name or first name will be replaced with an underscore (<wrap em>_</wrap>) - but note that spaces in the code will not be affected.
 </WRAP> </WRAP>
  
  • Last modified: 2024/04/04 15:07
  • by Gary Willetts