The purpose of the file loader option is to update/edit existing unit information for a large number of units by uploading a file, as opposed to manually updating each unit.
...
The file must be in CSV format.
The first column of the file must be a Unit ID (unit_id). This column must include valid unit ids, so its values must be filled. In addition, each Id should have a single row (the same unit cannot be updated with 2 different rows).
Each field you wish to update must appear with its system name in the column headline (all the system names appear here below ("Field Unique Names").
Each value should match the field's type. The field can be of one of the following types:
Numeric - commas are not allowed (i.e., the valid format is 1000 and not 1,000). numeric fields cannot be empty.
Date - must be in the following format: yyyy-mm-dd hh:mm: ss (hh:mm: ss are optional).
Date fields cannot be empty.
String - free text. Note that empty fields will override the existing value (delete it).
List Options String - valid values are only predefined options.
Boolean fields (true or false) - valid values are "Yes"/ "No" (case insensitive).
You can write the following code in the relevant rows to avoid overriding existing settings: %DONOTCHANGE%
דוגמא לקובץ
Example of a file:
| View file | ||
|---|---|---|
|
File Uploading Process
Prepare the CSV file by the limitations listed above.
Open the Galooli Manager solution and enter the “My Units” menu.
Select "Bulk Update”.
Select “Upload File”.
Upload the prepared CSV file.
If the file is not in CSV format or doesn't include "unit_id" in the first column, the file will not be uploaded.
Upon uploading the file, a validation process will begin, and the information from the file will appear in the table. The appearance of the data in the table indicates that the data was uploaded successfully, but this does not indicate that an actual update occurred.
...