Data Management
      Back to home
      1. Helpdesk
      2. Admin
      3. Data Management

      Import Data from Files

      This feature allows you to create a data structure and import files with already available data in various ways

      Import Data From Files allows you to import your files in different ways, to automatically create the data structure on your behalf, and finally import the data available in your files.

      ⚠️ This feature is not exactly a bulk upload option - for this, refer to this page. 

      Table of contents

      1. Import XLSX file(s)

      2. CSV URL

      3. Copy/Paste CSV data
      4. Job Status

      Import XLSX file(s)

      Go to Admin  > Import Data From Files

      ✅ Recommended when you have XLSX files on your computer

      With this option, you can either drag and drop your XLSX files into the button, or you can click it to select your file(s) - you can import more than one file at once.

      1. Select your files according to the options above and click on Ok;

      2. The file's content will appear, each file on a tab. The tab name will be the name of the uploaded file;

      3. If a file contains many sheets, you can browse through different sheets by checking the bottom tabs;

      4. Now check and verify the field type associated automatically with each column of the imported data. Click on the type icon in order to change it, if desired; 

        Import data from files 1

      5. Select the Target Data Structure after verifying all files and sheets;

      6. If you want to save the data in a new data structure, simply click on the + button;

      7. This will open a dialog with the data structure pre-filled. Verify the properties of this data structure and update them if needed;

      8. Save the data structure;

      9. Your new data structure will be automatically selected under the Target Data Structure list;

      10. Append will add all the data to your report. After appending the records, you can click on the open button on the right side of the field Target Data Structure to see your report filled. 

        If you wish only to create the data structure without adding any data, you can simply ignore the Append button.

        Import data from files 2

      ⚠️ Re-do these steps on the other tabs in case you have uploaded more than one file. Note that you can add them under the same data structure or create a different data structure for each file. 

      💡 After step 9, the following options are possible:

      • Next to the data structure name, click on the open button (on the right side of the field Target Data Structure). This will open the table view of your report. 

      • Check the list of fields and complete the matching. This is needed in case you have changed the name of any field before saving the data structure. If you haven't changed anything, the matching is automatically done by the system.

        Untitled_ Apr 24, 2023 1_00 PM

      CSV URL

      ✅ Recommended when you need to import data from Google Sheets.

      All you have to do is to follow the instructions shown on the screen:

      1. Open the Google Sheet, click File > Share > Publish to web > Link > select Comma-separated values (.csv) in the dropdown menu > Publish;
      2. Now copy the URL generated and paste it inside the box on iO;
      3. Click on Import. All the data will be displayed, and the field type will be auto-defined.

      Import data from files 3-1

      ⚠️ Follow again steps 3 to 9 of the section above to complete the creation of the data structure and the import of your data.

      Copy/Paste CSV data

      ✅ Recommended when you need to import only part of your sheets (i.e. only some columns).

      1. Go to your sheet, whatever the type is (XLSX, CSV, Google Sheets, etc.);

      2. Select the columns you want to you to import into iO, and make sure you select the headers as well (columns names);

      3. Copy the selected data (Ctrl+C);

      4. Come back to iO and click on PASTE CSV. All the selected data will be displayed, and the field type will be auto-defined.

        Import data from files 4

      ⚠️ Follow again steps 3 to 9 of the section above to complete the creation of the data structure and the import of your data.

      Job Status

      Once you click Import or Append Data, your data will start showing in the designated table.

      • Click on View job status in the top right corner;
      • You will get a list of all the jobs currently running. You can also see the completed or canceled previous jobs;
      • Click on the Clean icon (broomstick in the top) to delete the completed jobs from this list;
      • To return to the Import view, click on the Hide job status button in the top right corner.

        AKTEK iO (11)