The purpose of the file loader option is to update the credit grid /edit existing unit information for a large number of units by uploading a ready file rather than by file, as opposed to manually updating each unit.
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Requirements
Units:
The units that will appear in the file must already be present in the system. The file is intended to update only the KWH and not to create new units.
Using the file, units cannot be moved between different groups and clusters.
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 availablehere.
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 The user must have permission at least to view the cluster/group that the unit belongs to.
File:
The file must be in CSV (Comma Delimited) format.
The first column of the file must contain only two columns with the following titles - Units ID and Updated KWH
The rows under the column titles should not be blank
Units IDs should not contain thousands or decimal points
The KWH can be expressed as decimal with or without a thousand separator
The updated KWH value and the unit ID cannot be negative
Updated KWH value and unit ID must be numericalmust 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 and numeric 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%
Example of a file:
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File Uploading Process
Prepare the CSV file in accordance with (Comma Delimited) format.
file by the limitations listed above.
Open the Galooli Apps Manager solution and enter the “Grid Oracle” “My Units” menu.
Select "Load From File”Bulk Update”.
Select “Upload File”.
Upload the prepared CSV (Comma Delimited) file
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5. Accept the warning message
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If the file is not in CSV (Comma Delimited) 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
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If the unit ID isn’t valid the validation will fail. It may occur for one of the following reasons:
The user does not have permission to view the unit
The unit does not exist or has been removed from the organization
If the kWh value is < 0 the validation will fail.
7. You should receive a success message at the end of the process. If your message is not successful,
please check the requirements listed at the beginning of the document.
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8. Following the successful upload process the user will receive an email from Galooli.
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As soon as you click the link, you will be able to download a file containing information about the status of the upload process as well as the reasons for the failure.
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, 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.
If the column headline doesn't contain a valid parameter name the headline will be colored in red.
If one of the rows contains an invalid value, the value will be colored in red.
7. Only after all values are valid (no red values in the table), you can save the settings of the units.
If some units fail to update after saving the parameters, an email with the details of the failure will be sent to the user.
Example:
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The report will contain the failure reason.
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File Update Success and Error Messages
Success Result
The units have been updated and an email has been sent to the user
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After a successful update of the parameters.
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Partial Success Result
Units have been updated, but an email has not been sent to the user
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Failure
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After a partially successful update of the parameters but with some issues.
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Failure Result
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