1 Reply Latest reply on Jan 5, 2015 3:11 AM by billypilgrim

    Question about Location Import

    jstark86

      Hi everyone,

       

      I need to do a few updates to our locations since we've recently gone through a reorganization.  I was thinking that using the import feature would be a little faster/easier than clicking through the menus, but I am a little unclear on how it works.  I've exported my current locations to an Excel file and made all the modifications that I needed and it now represents the "good" state of locations. If I were to import this spreadsheet back into WHD would it overwrite/update all my locations or create duplicates for those that already exist?  If it would create duplicates, would it be better to just make an "update" set to import which combines what was there with the new locations?

       

      The short question is, will importing locations from a spreadsheet overwrite, merge, or do something else with the locations that are already there?

       

      Thanks for any help anyone would be able to provide.

        • Re: Question about Location Import
          billypilgrim

          We manually created and have since amended many of our assets using the import tool and have have had no problems but I agree it can be a bit scary!

          Not an official answer but basically I have found:

           

          • If you change a value on your exported sheet it will be changed by the import. This is true for everything except for whichever field you have the Sync Based On, so if you want to change an actual location name then you would have to edit it in the Locations section rather than via import.
          • With Add New Entries checked, any locations that don't already exist in the db (i.e. exactly as spelled) would be created as a new location.
          • Deleting a value on your exported spreadsheet will clear the value in the db, unless you have checked Ignore Blank Fields, in which case it just leaves whatever is already in the DB alone.
          • Any location you want to get rid of you can do at the same time by putting a Y in the Delete field
          • Logging out & back in after doing a large import seems to be necessary on some occasions to refresh the data. I had a heart-stopping moment where I did a large re-import of assets, ran a search to check my changes & it looked like I had messed up but actually it was all fine


          As a rule I tend to make sure Ignore Blank Fields and Abort Import on First Error are checked, with Add New Entries unchecked, that way you get fewer surprises & can amend any errors on the spreadsheet rather than trying to figure it out after it has been imported, especially if there are any typos as you can easily duplicate records that way!

           

          As long as you have your original, unchanged exported sheet saved somewhere then worst case scenario if it gets messed up would be to re-import your original sheet again.


          Good luck!

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