import_and_export:importing_names

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import_and_export:importing_names [2024/05/19 09:38] – [Introduction] Mark Gloverimport_and_export:importing_names [2024/09/25 07:12] (current) – [Update Name codes in bulk] Mark Glover
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 | Z       | Longitude (positive or negative decimal number) | | Z       | Longitude (positive or negative decimal number) |
 | AA      | 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. | | AA      | 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. |
 +| AA+       | After column AA, any custom name fields set up in the preferences (see the [[preferences:custom_fields|]] section for details) can be added. The column header must be exactly the name of the custom field (case **in**sensitive). The values entered in these columns will be saved to the name's appropriate custom field. |
  
 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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 {{ :import_and_export:import_prog.png?300 }} {{ :import_and_export:import_prog.png?300 }}
 +
 +==== Update Name codes in bulk ====
 +
 +If you need to change many **Name Codes**  at once, custom code has been developed for this purpose.  It is a technically challenging process that is easy to get wrong.  Please contact the mSupply Foundation on <support@@msupply.foundation> to discuss this.  Include a link to this heading [[https://docs.msupply.org.nz/import_and_export:importing_names#update_on_name_code_in_bulk|Update Name code in bulk]] :-).  
 +
 +The relevant details are:
 +
 +  * Method:  ''z_importExcelToUpdateNameCode''
 +  * GitHub issue [[https://github.com/msupply-foundation/msupply/issues/13670|Code to replace name codes #13670]] 
 +  * Some notes [[https://wiki.sussol.net/doku.php/msupply:design:admin:name_code_update_code|Here]]
  
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  • Last modified: 2024/05/19 09:38
  • by Mark Glover