The purpose of the file loader option is to update the /edit existing unit 's information for a large number of units by uploading a file, rather than by as opposed to manually updating each unit.
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The units that will appear in the file must already be present in the system.
The Using the file, units cannot be moved between different groups and clusters using the file.
Only fields that are supported by “Forms Gate” can be updated through the file. A list of all the fields which can be updated is available here.
User:
Users with "Full” permission to "Unit Management" will be able to view the button and upload the file.
It is necessary for the user to have permission at least to view the cluster/group that the unit belongs to.
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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).
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.
Textual - free text. Note that empty fields will override the existing value (delete it).
Boolean fields (true or false) - valid values are "Yes"/ "No" (case insensitive).
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File Uploading Process
Prepare the CSV file in accordance with the limitations listed above.
דוגמא לאיך קובץ צריך להיותOpen the Galooli Manager solution and enter the “My Units” menu.
Select "Bulk Update”.
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.
After the file has been uploaded, a validation process will begin:
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7. If some units failed to update, an email will be sent to the user, with the failures details of the failure.
File Loader Success and Error Messages
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