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Uploading CSV Files

A number of data items that are used within the application can be uploaded from CSV (Comma-Separated Value) files. These include:

It may be useful to upload one or more of the above items if you already hold the data in an external system. In addition, you may download data from Duet to a CSV file, make changes externally and then re-upload the amended data.

Specifying a CSV File

The first step is to specify a CSV file.

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Header Row

Specifies whether the first row of the CSV file contains data or column names.

Select a File

Choose a CSV file from your local storage or network.

Mapping Data Columns

Once a CSV file has been specified, a selection representing each of the possible import fields will be displayed:

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Selecting the icon next to an import field will display a list of columns from the CSV file. You can select the column which maps to the field:

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Unique Identifier

The Unique Identifier import field maps to the unique id from Duet. Therefore it should only be specified if you are re-uploading a file that was previously downloaded from Duet.

Manually Supplied Column Values

If you do not have a column in your CSV file which maps to an import field, you may specify a manual value which will be applied to each record imported:

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In the above example, the 'Notes' value will be applied to the notes field of every record that is uploaded.

If an import field is not mapped to a field in the CSV file and a manual value is not specified, then the import will apply a default value if required.

Uploading the Data

Once the column mapping have been made and confirmed, the CSV file is read and a list of records is displayed. At this stage you can refine the records that will be uploaded by using the multi-select tool.

Confirming the selections will upload the records and display any validation errors. If there are any validation errors in the records selected for import then the entire batch of records will be rejected.

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Create/Update Rules

For each record selected, the upload will either update an existing record or create a new record within Duet based on the following rules:

  • If a Unique Identifier value has been supplied, the upload will attempt to update the record with the matching Unique Identifier.
  • If a unique code value has been specified, e.g. 'Supplier Code', the upload will update the existing record if a matching one exists, otherwise it will create a new record.

Action Menu

Settings

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The Settings option enables you to manually specify the field delimiter and / or new line character that are used in the CSV file. These settings should only be used in very specific circumstances.