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import_and_export:importing_names [2021/10/08 09:30] – Gary Willetts | import_and_export:importing_names [2024/04/04 15:07] (current) – [Setting up the import file] Gary Willetts | ||
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==== 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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| 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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* 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> | + | * 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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{{ : | {{ : | ||
- | |||
- | <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. |