Difference between revisions of "Data import and export"
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=== New data (insert) === | === New data (insert) === | ||
New records will be created in accordance with matched fieldnames in the file. Missing values will be set to eiather the field default value or simply declared empty. | |||
The presence of "DataID" column will make the import fail (countermeasure againt human errors during imports). | |||
=== Changes to existing data (update) === | === Changes to existing data (update) === | ||
Revision as of 14:30, 8 March 2013
From the standard user interface its possible to both export and import CSV data files.
Exporting CSV data
- In list mode of an solution click the XL sheet icon.
- Choose relevant
Importing CSV data
In list mode of an solution click the Package import icon.
New data (insert)
New records will be created in accordance with matched fieldnames in the file. Missing values will be set to eiather the field default value or simply declared empty.
The presence of "DataID" column will make the import fail (countermeasure againt human errors during imports).
Changes to existing data (update)
Existing records will be mached using one of the following methods
- Lookup by column named "DataID" in the import file
- Match by database lookup of all fields marked with "Is part of a unique key"
On the matching columns present in the file will be updated. Unmatched values will simply hold on to the value they had in the latest revision.
Understand how imports work
Data inserts and updates are carried out by a system user, that has exactly the same priviledges as a normal user. If field permissions are missing field value changes will be ignored, and if restriction is not met the operation will fail as normally. Finally all dynamic effects are the same, including status actions, codeunit execution etc. The later can however be disabled explicitly when uploading data to the server.