Data Imports

\# learn how to set up csv and excel imports on the enapps erp written by viktor linde | last published at april 23, 2025 \# # introduction this article describes the data import functionality and supported file formats data imports may be used for a variety of applications, including adding new data, updating existing data and automation data imports consist of 3 parts import chains import templates import template lines data imports may be used for ftp order imports through import schedulers you can import spreadsheets in excel or csv formats for more information on how to use automated data imports, please see \# # \# import chains import chains are used to set up the file import on the erp files can be imported to most erp areas, such as products, crm, stock etc import chains combine import templates to be used with a file import to create import chains 1\ go to settings > import and export tools > import chains 2\ click the create new button 3\ in the import chain form, you can see the following fields, checkboxes and buttons \# import templates import templates refer to the model on which the data import is used to update records an import chain supports multiple import templates, therefore, a single file may be used to update records within multiple models simultaneously 1\ to add import templates, go to the templates table and click the create new button 2\ in the pop up templates window, fill in the fields fields description name fill in the name of the import template the import template should have a similar name to the model target model select the model where the file is imported to import chain the import chain the import template is related to if the import template is created through the import chain, this field is automatically populated sequence the order in which an import template is used in case there are multiple templates, it may be worth importing some models before others the templates with lower sequence numbers are used first for example, when importing a new company and a contact associated with the company, it would be advisable to import the company first, followed by the contact this is because the company needs to exist on the system before a contact may be assigned to it within the import chain, you can see an overview of the sequences of import templates post import method (enapps only) this is similar to the return action in import chains in this case, it refers to the model set in the related document model field this part of the code is run on that model checkbox full blank skip tick the checkbox so in case a row in the import file has a completely blank row, it will be ignored by the import create new tick the checkbox when creating a new record on the specified model in the import template skip a row (advanced) tick the checkbox in case when a row meets a certain condition, it is not imported create unique only (available when used only with create new is ticked) it creates a unique record regardless of whether there is an already existing record on the erp update existing tick the checkox to update an existing record this is used with the key field for updating checkbox on import template lines update only current records (available when update existing is ticked) it is used with activeid in many2one field settings a skip rows condition (advanced, available when skip a row is ticked) in this field, fill in a mako template to import a record, if a condition within a row is matched example if there is a requirement to skip the row if there is a blank value in column a, the mako template that may be used in this case may dd be {true if row\[0] == '' else false} row\[0] refers to column a in the context of mako templates true means that the instruction is to skip the row and false means not to skip it \# import template line import template lines refer to individual fields within a model in this section, columns within import files are assigned to fields specified in import template lines columns are specified via the sequence field within a spreadsheet, column a refers to sequence 1, column b to sequence 2 etc to create a new template line, in the templates window, click the create new button import template lines may be used with any storable field on the erp fill in the fields \# field types field types may be viewed on the list of the import template lines on the import templates different fields behave differently when set up on an import template line some fields add additional options to an import template line when selected in the field name field the following field types have no changes when selected char and text (text fields) one2one linked field between 1 record integer number without decimal places selection specific text field \# other field types fields not specified on the list above, have additional options when configuring import many2one on the database, the many2one field is stored as an id number referencing a different table this means that this field links the current record of one model to a record of another model (or the same model if applicable) the many2one field settings are used differently depending on the data and requirements when selecting a field of many2one type, the many2ine field settings section is added the relation type is selected depending on how a field is used there are other field types, however, they are not relevant in the context of data import