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import_and_export:importing_names [2020/12/16 02:34] – [Setting up the import file] Dhanya | import_and_export:importing_names [2024/04/04 15:07] (current) – [Setting up the import file] Gary Willetts | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
- | ====== | + | ====== |
- | <WRAP round important 60%> | + | In mSupply, //Names// are customers, suppliers, manufacturers, |
- | \\ In mSupply, //Names// are customers, suppliers, manufacturers, | + | |
- | </ | + | |
==== Introduction ==== | ==== Introduction ==== | ||
- | <WRAP center round tip60%> | ||
- | Importing a large number of names can really bog down the server. | ||
- | We recommend that you do it when other users are not trying to do anything with mSupply! | + | <WRAP center round tip 60%> |
+ | * Importing a large number of names can really bog down the server. | ||
+ | * We recommend that you do it when other users are not trying to do anything with mSupply! | ||
</ | </ | ||
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- | <WRAP center round tip 60%> | + | <WRAP center round important |
- | If you are in a [[other_stuff: | + | |
+ | * If the relevant preference is turned on, all new names will be visible in the store you are logged into <wrap em> | ||
</ | </ | ||
+ | |||
==== Setting up the import file ==== | ==== Setting up the import file ==== | ||
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^ Column | ^ Column | ||
- | | A | Code | | + | | A | Code. **Mandatory** |
- | | B | Name | | + | | B | Name. **Mandatory** |
- | | C | Type - see below for more details | | + | | C | Type - see below for more details. **Mandatory** |
| D | Address 1 | | | D | Address 1 | | ||
| E | Address 2 | | | E | Address 2 | | ||
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| K | Last name. This column is the difference between a customer and a patient: | | K | Last name. This column is the difference between a customer and a patient: | ||
| L | First name (applies only to people) | | L | First name (applies only to people) | ||
- | | M | Date of birth (please | + | | M | Date of birth (use 4-digit |
| N | Gender (enter " | | N | Gender (enter " | ||
| O | Custom 1 | | | O | Custom 1 | | ||
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| W | Postcode (Zip code) | | | W | Postcode (Zip code) | | ||
| X | On hold (" | | X | On hold (" | ||
+ | | Y | Latitude (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. | | ||
Column C describes the type of the name being imported. That is, whether it is a customer, supplier, manufacturer, | Column C describes the type of the name being imported. That is, whether it is a customer, supplier, manufacturer, | ||
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^ Value ^ Meaning ^ | ^ Value ^ Meaning ^ | ||
| C | Customer or Patient. To be recognised as a patient, the line in the import file must have a non-blank last name | | | C | Customer or Patient. To be recognised as a patient, the line in the import file must have a non-blank last name | | ||
+ | | P | Patient | | ||
| S | Supplier | | | S | Supplier | | ||
| M | Manufacturer | | | M | Manufacturer | | ||
| D | Donor | | | D | Donor | | ||
+ | | B | Benchmark supplier (for use in tenders) | | ||
| (blank) | Both a customer and a supplier | | | (blank) | Both a customer and a supplier | | ||
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You might find this template useful: {{ : | You might find this template useful: {{ : | ||
or this export settings file: {{: | or this export settings file: {{: | ||
+ | |||
+ | The first 3 fields (**Code**, **Name** and **Type**) are mandatory for each name imported. If a row in the import file does not have values for these 3 fields then it will be skipped and ignored during the import process. | ||
<WRAP center round info 60%> | <WRAP center round info 60%> | ||
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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. | * Strip out line feeds and quote characters. | ||
+ | * 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> | ||
</ | </ | ||
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* If the file you are importing has non-English characters (for example, accents), it is important to make sure the file is saved with a UTF-8 charset. You can check this by opening the file in Notepad (for Windows). When you save the file, you can choose the Charset used, as shown in image below. | * If the file you are importing has non-English characters (for example, accents), it is important to make sure the file is saved with a UTF-8 charset. You can check this by opening the file in Notepad (for Windows). When you save the file, you can choose the Charset used, as shown in image below. | ||
- | {{: | + | {{ : |
+ | </ | ||
+ | |||
+ | <WRAP important center round 90%> | ||
+ | If you import patients into a store which is not a dispensary, they will be imported but they will be **invisible** everywhere. You must make them **visible** in the appropriate dispensary stores before they can be used. | ||
</ | </ | ||
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{{ : | {{ : | ||
- | |||
- | <WRAP info center round 90%> | ||
- | Please note that the visibility of any new names created will be subject to the state of the //Names created in this store not visible in other store// preference (see [[other_stuff: | ||
- | </ | ||
If the first line of your import file contains column headers then check the **First line contains headers** checkbox. This tells mSupply to ignore the first line and start importing form the second line. | If the first line of your import file contains column headers then check the **First line contains headers** checkbox. This tells mSupply to ignore the first line and start importing form the second line. |