User Manual

08.13.2024

MANUAL

Table Function: Specify Key Items When Importing

## Overview By specifying key items, you can import by matching existing records in the table with record rows in the CSV file. ## Supported Versions 1. Pleasanter 1.3.11.2 or later ## Prerequisites You must specify the "[Import Key](/en/manual/table-management-import-key)" in Advance in Table Management. ## Limitations 1. Can be set for each item: "[Description Item](/en/manual/table-management-description)", "[Title Item](/en/manual/table-management-title)", "[Body Item](/en/manual/table-management-body)", and "[Classification Item](/en/manual/table-management-class)". 1. The item name in CSV must match the item name in Pleasanter. Please check [Things to check if record import does not work](/manual/table-record-import-fail). 1. Cannot be used for user tables, organization tables, or group tables. 1. If you use this function to import a large amount of data using a key other than ID, it may take a long time to process and the expected response performance may not be achieved. If you are importing a large amount of data, please consider importing using ID as the key. Depending on the RDBMS you are using, you may be able to improve performance by setting an index on the item that is used as the key. ## Notes If there are duplicate import keys, an error will occur during import. Therefore, we recommend that you also set the "[No Duplicates](/en/manual/table-management-no-duplication)" setting for the fields you specify as import keys. ## Description By specifying an existing table field as a key field and importing, you can import records in the table and rows in the CSV file that you want to import. For example, if the "Customer Number" field is in the customer table, you can import it by specifying the "Customer Number" field as a key field. If the "Customer Number" field in the existing customer table matches the "Customer Number" in the CSV file, the corresponding record in the customer table will be updated to reflect the contents of the record row in the CSV. If the "Customer Number" in the CSV file does not exist in the "Customer Number" field in the customer table, it will be added as a new record. ## Operation Method In the import dialog, check "Records With Matching Keys" as shown below, select the desired key field in the "Key" pull-down menu, and then perform the import. ![image](https://pleasanter.org/binaries/c3586d6f3cf6447c941566bce705c3ce) For more information on import operations, please refer to "[Table Function: Import Record](/en/manual/table-record-import)". It is possible to set default values ​​for key fields. Please refer to [Manage Tables: Import](/manual/table-management-import). ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/table-management-title">Table Management: Item: Title</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-body">Table Management: Item: Body</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-class">Table Management: Item: Classification</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-description">Table Management: Item: Description</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/table-management-no-duplication">Table Management: Editor: Item Detail Settings: No Duplicates</a><span>08.13.2024 up</span></li> <li><a href="/en/manual/table-management-import-key">Table Management: Editor: Item Detail Settings: Import Key</a><span>08.13.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
TOP
このページをシェアする
記載された商品名、各製品名は各社の登録商標または商標です。 © Implem Inc.