Options

The CSV importer offers various settings and options, which will be explained below.

Please also read the general information before importing data with the CSV importer.

Import Settings

After uploading a file in the "CSV File" field, the following settings are available:

OPTION	DESCRIPTION
CSV File	First click on this button to select a CSV file for the import. Via the "X" you can remove the file again.
CSV Field Names	Select the row where the column names are located so that they are not imported as records.
Target Field Names	Select the row that contains the target field names so the import mapping is done automatically and they are not imported. The notation is explained in the general information.
Object Type	Select the object type you want to import the data into.
Pool	Select the pool in which the new records should be created. The pool is set only when records are inserted. If existing records are updated via the CSV importer, the pool will not be changed. For this purpose, please use the group editor.
Mask	Select the mask which should be used for the import.
File Upload Method	Select a method for uploading files. For more details please check the file upload example. Direct: The file is downloaded and then uploaded with /eas/put. URL (Remote PUT): The file is not downloaded and /eas/put is accessed directly from the file URL. The file is downloaded from the server and uploaded. (This option is the fastest). Ignore Files: All files will be ignored and not imported.
Metadata Mapping	Select the metadata mapping that should be applied when importing files.
Tag Mode	Select whether tags from the CSV file should be added to existing tags or should replace existing ones when updating records.
Field for Updates	By selecting the default entry "- Insert New -" all rows of the CSV file will be created as new records in FYLR. Select a field here to identify existing records and update them with the contents from the CSV file. Please note that you must first select fields in the "Import Mapping" tab so that they are available in this pulldown. Select the file field if you have file names in your CSV and want to update records using the file name. In case of multilingual fields you have then the possibility to make the matching over a certain language (e.g. name#de-DE or name#en-US).
Append Records in Nested Fields	By default, when updating existing records in FYLR, all records in nested fields (i.e. keywords) are replaced by the content from the CSV file. With this option, in case of nested fields, the content from the CSV file will be appended to the existing records instead. Use this option, for example, to add keywords in addition to those already assigned to the record.
Append Records in Reverse Nested Fields	By default, when updating existing records in FYLR, all records in reverse nested fields (i.e. images) are replaced by the content from the CSV file. With this option, in case of reverse nested fields, the content from the CSV file will be appended to the existing records instead. Use this option, for example, to add images in addition to those already assigned to the record.
Create Linked Records	Specify whether linked records should be created during the actual import or not. If this option is switched off, all linked records must already exist in FYLR. If you click on "Prepare", a corresponding message will appear if the CSV file refers to records that could not be found in FYLR.
Pool for Linked Records	This option only appears if the selected object type refers to another object type for which pool management is also activated. This means that different pools can be specified for linked records.
Comment	Enter a comment for the CSV import, which will appear in the change history of the imported / updated records.
Chunk Size	Size of the processing chunks that are sent to the server. In case of very complex data models and data volumes, a timeout may occur. In this case, try using a smaller chunk size.
Show Display Names	If activated, the second tab "Import Mapping" for the FYLR fields will show the display names from the editor/detail. Otherwise the internal field names from the data model are used.

OPTION

DESCRIPTION

CSV File

First click on this button to select a CSV file for the import. Via the "X" you can remove the file again.

CSV Field Names

Select the row where the column names are located so that they are not imported as records.

Target Field Names

Select the row that contains the target field names so the import mapping is done automatically and they are not imported. The notation is explained in the general information.

Object Type

Select the object type you want to import the data into.

Pool

Select the pool in which the new records should be created. The pool is set only when records are inserted. If existing records are updated via the CSV importer, the pool will not be changed. For this purpose, please use the group editor.

Mask

Select the mask which should be used for the import.

File Upload Method

Select a method for uploading files. For more details please check the file upload example.

Direct: The file is downloaded and then uploaded with /eas/put.

URL (Remote PUT): The file is not downloaded and /eas/put is accessed directly from the file URL. The file is downloaded from the server and uploaded. (This option is the fastest).

Ignore Files: All files will be ignored and not imported.

Metadata Mapping

Select the metadata mapping that should be applied when importing files.

Tag Mode

Select whether tags from the CSV file should be added to existing tags or should replace existing ones when updating records.

Field for Updates

By selecting the default entry "- Insert New -" all rows of the CSV file will be created as new records in FYLR. Select a field here to identify existing records and update them with the contents from the CSV file. Please note that you must first select fields in the "Import Mapping" tab so that they are available in this pulldown. Select the file field if you have file names in your CSV and want to update records using the file name. In case of multilingual fields you have then the possibility to make the matching over a certain language (e.g. name#de-DE or name#en-US).

Append Records in Nested Fields

By default, when updating existing records in FYLR, all records in nested fields (i.e. keywords) are replaced by the content from the CSV file. With this option, in case of nested fields, the content from the CSV file will be appended to the existing records instead. Use this option, for example, to add keywords in addition to those already assigned to the record.

Append Records in Reverse Nested Fields

By default, when updating existing records in FYLR, all records in reverse nested fields (i.e. images) are replaced by the content from the CSV file. With this option, in case of reverse nested fields, the content from the CSV file will be appended to the existing records instead. Use this option, for example, to add images in addition to those already assigned to the record.

Create Linked Records

Specify whether linked records should be created during the actual import or not. If this option is switched off, all linked records must already exist in FYLR. If you click on "Prepare", a corresponding message will appear if the CSV file refers to records that could not be found in FYLR.

Pool for Linked Records

This option only appears if the selected object type refers to another object type for which pool management is also activated. This means that different pools can be specified for linked records.

Comment

Enter a comment for the CSV import, which will appear in the change history of the imported / updated records.

Chunk Size

Size of the processing chunks that are sent to the server. In case of very complex data models and data volumes, a timeout may occur. In this case, try using a smaller chunk size.

Show Display Names

If activated, the second tab "Import Mapping" for the FYLR fields will show the display names from the editor/detail. Otherwise the internal field names from the data model are used.

Overview

Below the import settings, an import overview is displayed after preparing. The checkboxes are used to filter the entries in the table view.

NAME	DESCRIPTION
Rows	Number of rows in the CSV file.
Ready	Number of rows ready to import.
Invalid	Number of rows that are invalid.
Processing	Number of rows that are currently being processed.
Done	Number of rows that have been finished.
Errors	Number of rows with errors.
Warnings	Number of rows that can be imported but for which there is a warning.
Inserts	Number of rows / records that would be inserted.
Updates	Number of rows / records that would be updated.
Deletes	Number of rows / records that would be deleted. Only supported for the import of users.

NAME

DESCRIPTION

Rows

Number of rows in the CSV file.

Ready

Number of rows ready to import.

Invalid

Number of rows that are invalid.

Processing

Number of rows that are currently being processed.

Done

Number of rows that have been finished.

Errors

Number of rows with errors.

Warnings

Number of rows that can be imported but for which there is a warning.

Inserts

Number of rows / records that would be inserted.

Updates

Number of rows / records that would be updated.

Deletes

Number of rows / records that would be deleted. Only supported for the import of users.

Import Mapping

Fields for which no mapping has been selected will not be changed when updating records that already exist in FYLR. Fields for which a mapping has been selected, but for which there is no content in the CSV file, will be emptied when updating records.

Table View

In the table view you can see the data from your CSV file. After preparing and importing, additional information is automatically added (recognizable by the column names "fylr|"). What information this is, you can read at the end of this article in the "Protocol" section.

Record Preview

In the "Record Preview" tab you can see the data that would be imported according to the import mapping. Please note that this is only a preview of the mapped fields. When updating already existing records the result may differ.

JSON Preview

In the "JSON Preview" tab you can see the data that would be imported according to the import mapping in the JSON structure.

Options

The lower part of the CSV importer contains the following functions:

BUTTON	DESCRIPTION
Reload	Reloads the CSV file and discards any information already loaded by preparing it.
Download CSV	When preparing and after saving, more information is generated, which is written back to your CSV file (see table below). With "Download CSV" you can save this file to your desktop.
Download Import Settings	Download the configured import settings and the import mapping as a JSON file.
Upload Import Settings	Upload the JSON file with the import settings and import mapping.
Prepare	Prepares the CSV import. This includes checking the data, as well as searching for existing and linked records.
Insert	Starts the actual CSV import and inserts all new records. Already existing records will not be updated.
Update	Starts the actual CSV import and updates existing records. Not yet existing records will not be created. Note, however, that empty columns in the CSV will cause the update to empty the contents of these fields in the records.
Insert & Update	Performs both inserts and updates directly one after the other.

BUTTON

DESCRIPTION

Reload

Reloads the CSV file and discards any information already loaded by preparing it.

Download CSV

When preparing and after saving, more information is generated, which is written back to your CSV file (see table below). With "Download CSV" you can save this file to your desktop.

Download Import Settings

Download the configured import settings and the import mapping as a JSON file.

Upload Import Settings

Upload the JSON file with the import settings and import mapping.

Prepare

Prepares the CSV import. This includes checking the data, as well as searching for existing and linked records.

Insert

Starts the actual CSV import and inserts all new records. Already existing records will not be updated.

Update

Starts the actual CSV import and updates existing records. Not yet existing records will not be created. Note, however, that empty columns in the CSV will cause the update to empty the contents of these fields in the records.

Insert & Update

Performs both inserts and updates directly one after the other.

Protocol

After preparing and after importing certain information is generated by FYLR. These can be seen in the table view in the CSV importer or can be downloaded as a CSV file after the import.

ROW	DESCRIPTION
fylr\|row_idx	Number of the row, starting with 0
fylr\|operation	Action that will be performed ("insert", "update", "delete")
fylr\|status	Import status ("ready", "invalid", "failed", "done"). Rows with status "invalid" cannot be imported (example: wrong date format). Rows with the status "failed" were not imported correctly (example: mandatory field violation).
fylr\|timestamp	Date + time when the import/update/deletion of the CSV import
fylr\|status_text	Contains further information about the error that occurred in the case of the status "invalid" and "failed"
fylr\|warning_text	Contains more information in case of trying to import invalid JSON into custom data type fields
fylr\|id	ID of the record found in FYLR (for records created by CSV import this column remains empty)
fylr\|version	Version of the record
fylr\|id_parent	ID of the parent entry (only for hierarchical object types)
fylr\|depth	Depth of the record (only for hierarchical object types), starting with 0
fylr\|path	Path of the record (only for hierarchical object types)
fylr\|eas_ids\|file	Contains the internal EAS id of the file uploaded via the CSV importer (see Upload files).
fylr\|eas_ids\|file\|metadata	Contains the metadata taken from the file uploaded via the CSV importer (see Upload files).
fylr\|object type\|mask	For all linked object types a separate column is generated. After preparing you can see whether the entries referred to already existed (an ID is displayed for them), whether they are newly created (they appear with "new") or, if the option "Create linked entries" is deactivated, whether they were not found (they appear with "searching").

ROW

DESCRIPTION

fylr|row_idx

Number of the row, starting with 0

fylr|operation

Action that will be performed ("insert", "update", "delete")

fylr|status

Import status ("ready", "invalid", "failed", "done"). Rows with status "invalid" cannot be imported (example: wrong date format). Rows with the status "failed" were not imported correctly (example: mandatory field violation).

fylr|timestamp

Date + time when the import/update/deletion of the CSV import

fylr|status_text

Contains further information about the error that occurred in the case of the status "invalid" and "failed"

fylr|warning_text

Contains more information in case of trying to import invalid JSON into custom data type fields

fylr|id

ID of the record found in FYLR (for records created by CSV import this column remains empty)

fylr|version

Version of the record

fylr|id_parent

ID of the parent entry (only for hierarchical object types)

fylr|depth

Depth of the record (only for hierarchical object types), starting with 0

fylr|path

Path of the record (only for hierarchical object types)

fylr|eas_ids|file

Contains the internal EAS id of the file uploaded via the CSV importer (see Upload files).

fylr|eas_ids|file|metadata

Contains the metadata taken from the file uploaded via the CSV importer (see Upload files).

fylr|object type|mask

For all linked object types a separate column is generated. After preparing you can see whether the entries referred to already existed (an ID is displayed for them), whether they are newly created (they appear with "new") or, if the option "Create linked entries" is deactivated, whether they were not found (they appear with "searching").

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Last updated 11 months ago