The purpose of the file loader option is to update the unit's information for a large number of units by uploading a file, rather than by 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 in the system.
The 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.
File:
The file must be in CSV format.
The first column of the file must be Unit ID (unit_id). This column must include valid unit ids, so its values must be filled.
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 much the field's type. The field can be of one of the following types:
Numeric - numeric fields cannot be empty. (points/commas?)
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 - valid values are "Yes" / "No". (case sensitive?)
File Uploading Process
Prepare the CSV file in accordance with the limitations listed above
Open the Galooli Apps solution and enter the “Grid Oracle” menu
Select "Load From File”
Upload the prepared CSV file
5. Accept the warning message
6. After the file has been uploaded, a validation process will begin:
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.
8. Following the successful upload process the user will receive an email from Galooli.
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.
File Loader Success and Error Messages
Success Result
The units have been updated and an email has been sent to the user
Partial Success Result
Units have been updated, but an email has not been sent to the user
Failure
