Import data table in Qobra with exec and CSV
Create and update a data table with a .csv/.xls files
On the data tables pages, you will be able to upload .csv files to either :
Create a data table
Edit or add a record
Format of the .csv file
First, you will have to respect a given format so everything goes smoothly.
When you create the file, you must have at least a column with the id and the name of the record. Then, you can insert as many columns as you need.
The order of the columns doesn't matter.
⚠️Each id must be different.⚠️
Once you’ve completed this step, save the file under the .csv (comma-separated values) format.
☝️ Note: In GoogleSheet, you can do that by going to File > Download > Comma Separated Values (.csv).
☝️ Note: the "Amount" column must be an "only-number" column. The currency codes don't belong there 😉
❗Warning: Make sure you don't have any comas in any of the cells. They will be considered as separators of columns in the .csv format
❗Warning: The dates must be in the YYYY/MM/DD format.
Import CSV in Qobra
You are now ready to import the file. In the Data Table page :
Click on the “
Table Settings” button.Click on the “
+ Add Table” button.Click on "
Import CSV file" at the bottom of the modal, and follow the steps :Name the data table
Select the user matching key.
Once your .csv is uploaded, you will have to map the columns in the system:
Select the
idandnamecolumns.Choose the data format of each column (string, date, user, percentage, picklist, etc).
Once you validate the import, the data table will be created and filled with the records from your file.
☝️ Note: The ID must be a unique and constant value over time. This is what allows you to correctly update your table without creating duplicates or inconsistencies.
☝️ Note: If you don’t select a type for a field, it won’t be imported.
Edit or add records (import)
Import CSV in Qobra
Click on the “...” button at the top right hand corner of the data table.
Click on "
Import" and select your fileSelect the
idcolumns.Associate each field of the CSV file with the existing field of the data table
Select the way to manage the records with the same id
