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 data in the file will overwrite the information in the system, if there are units in the system that are not in the file, then they will not be changed
Limitations
Units:
The units that will appear in the file must already be present in the system.
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 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.
File:
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 Name").
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. The options for each field are deyailed in the attached file.
Boolean fields (true or false) - valid values are "Yes"/ "No" (case insensitive).
דוגמא לקובץ
You can write the following code in the relevant rows to avoid overriding existing settings: %DONOTCHANGE%
File Uploading Process
Prepare the CSV file in accordance with 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.
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.
8. If some units failed to update, an email will be sent to the user, with the details of the failure.
דוגמא
File Loader Success and Error Messages
Success Result
The units have been updated and an email has been sent to the user
Failure
