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Adding tempate fields
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Required fields
- A template has already been created as explained in the Create a template tutorial
Template fields are needed by CSVI to know which fields you want to import/export.
To start adding fields to your template go to Templates -> Template fields and you will see:
There are 2 ways to add fields:
- Use the New button
- Quick Add button
New button
After clicking the New button you will get a new screen to add your field. The screen you will see depends on your template.
Import field
An import template will show this screen:
Import fields
- Field name
Select the field that CSVI knows. A full list of fields can be found on the Available Fields page. - Your field
CSVWhen using CSV files with fields you want to combine, set the Field name to combine and in Your field enter the name of the field in your CSV file.XMLEnter the full XML node path where the data is to be found. Unsure which path to use, use the Analyzer to see how CSVI reads your XML file. - Default value
Enter a default value.This value will be used when the field in the import file is empty. - Rules
Choose the rules to apply to the field. - Ordering
Enter the order the field should be in.
An export template will show this screen:
Export fields
- Field name
Select the field that CSVI knows. A full list of fields can be found on the Available Fields page. - Column header
Enter a custom column header. This header will be used instead of the field name. - Default value
Enter a default value. This value will be used if the export finds no value in the database. - Rules
Choose the rules to apply to the field. - Use CDATA tag
Only used for XML. Set this to yes if your field requires CDATA tags in the XML output file. - Ordering
Enter the order the field should be in. - Enabled
Set if the field should be exported. If you are combining fields, set this to No to prevent this field from being added to the export file. The field will still be used for the rule operations.
After you have filled in all the fields click on one of the Save buttons to store the field. You can add as many fields as you need.
Quick Add
The Quick Add button can be used to quickly add multiple fields to your template.
You can select one ore more fields form the list and then click the Add fields button. At first only the Cancel button is visible, the other buttons will appear as soon as a field is selected. The search box at the top will filter the list of fields, this will help to locate fields faster when you have a long list. Previous selected fields will not be lost, they are just hidden while you search.
If you want to edit one of the fields after they have been added, you can either click on the field name or on tick the box and click on the Edit button in the toolbar.
Logged out on import
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When importing a file you can run into this screen:
Why does this happen?
This happens because you are importing a file that contains a BOM (Byte Order Mark) and your template is set to auto-detect delimiters. A BOM is a set of extra invisible characters at the start of the file, CSVI tries to detect them but this doesn't always work. In more technical terms, your file is encoded as UTF-8Y instead of UTF-8.
How to fix this?
Save your file as a real UTF-8 file or set the option of auto-detect delimiters to No and specify your field delimiter and text-enclosure in your template.
The administrator area is empty?
This means your session is broken, you can logout and then login again and the administrator area should show normal again. If not, the solution below can be used.
I can't login to the administrator area anymore. How do I get in?
The BOM will also break your session, that is why you get logged out. To be able to login you either need to delete your session cookies or wait for your session to expire.
Create a template
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To create a template in CSVI you take the following steps:
- Click on Components
- Click on CSVI Pro
- Click on Templates in the sidebar menu
- Click on New
- You will now get the template wizard asking for details. Fill in the details to tell CSVI what kind of template you want it to be.
- After filling in the details click on Select source. Select the source if its import operation or Destination for export.
- Click on Select options and fill in all the options needed.
- Click on Select fields. By default there is no option in import template to add fields so move on to last step of finalizing. The fields are optional for import templates because it is possible to use the column headers in a file as fields. For export, you have an button Edit template fields to add required fields as it is important to tell CSVI which fields you are trying to export. Add fields and moved on to last step of finalizing.
- Click close and save the template.
Special buttons
The toolbar features 2 special buttons in the top right corner, these are:
- Advanced
- Help
Advanced button
The advanced button will show or hide extra options available for this operation, by default only the basic options are shown.
Click on the Advanced button to show the extra options, click again to hide the extra options.
Help button
The help button will show you a description of each field below the field.
Clicking the Help button will show the help information, click again and the help information will be hidden.
Read article How to edit a template to know how to change the settings of saved template.
Using Firefox Web Console to analyze problems
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Sometimes a process generates an error notification or it simply seems to run forever. In this case the error happens in the background and you can't see what is happening. To make it possible to see what is happening, you can use Web console of Firefox.
Requirements
- CSVI
- Firefox
Analyze the problem
With Firefox we can analyze what happens. Follow these steps:
- Prepare your template if you are doing an import or export, otherwise you can skip this step.
- Go to Tools >> Web developer >> Web console
- Click on the Console tab. The console window will tell us what is going on. Your screen should look like this:
If you do not see the bar with Net, CSS, JS etc. Click on the Filter Output option. - Make sure that Enable Persistent logs is checked in Settings panel so that the import information is not lost.
- Start the import/export/maintenance task
- During the execution you can get a screen like this:
- Click on the URL to see the contents.
- Click on the Response tab
- Here you will either see the error that is causing the problem or some code you may not understand. That is not a problem.
- Either look to fix the error or post the full output on the forum and we will have a look