Imports work from CSV files (and only CSV files on actual version V1.3.0).
The first line of the file must contain de name of the fields : look into the database, or in the Model class : the names are the same.
You may or may not add an "id" column to the file :
- if column "id" exists and "id" is set for a line, the import will try to update the corresponding element, and will fail if it does not exist
- if column "id" does not exists or if "id" is not set for a line, the import will create a new element from the data.
In any case, columns with no data will not be updated : then you can update only one filed on an element.
To clear a data, enter the value "NULL" (not case sensitive).
For columns correponding to linked tables ("idXxxx"), you can indicate as the column name :
- either "idXxxx" : the code of the element in the linked table is expected
- either "Xxxx" (without "id") : the name of the element in the linked table is then expected, bringing better readability to the file.
Names of columns can contain spaces (to have better readability) : the spaces will be removed to get the name of the column.
Insertion into "Planning" elements (activity, project), automatically inserts an element in the table PlanningElement : the data of this table can be inserted into the import file (working from version V1.3.0).
Have great imports !
I tried to import resources or activities (~tasks) in CSV from a MsProject Like software. I stood stuck on an error: column 'name' is mandatory. I had a column 'name' dully filled, I checked orthograph and syntax, but nothing changed.
I should say that apart of the column 'name' there could be other ones which could be mandatory. But the only model I could find is the MySQL one.
Is there a bug? Where could I find more information on the import function?
Is there a bug? Where could I find more information on the import function?
In the online manual :whistle:
You can also have description of expected format on the import screen, using the help button.
Another helpfull way is to export an existing list, using CSV export from list view : it is directly importable 😉
I'd already read the online help.
I'll check with the export trick. Bon plan!
The pb was with the separator in the UI it is writen 'comma' instead of 'semi-column'. I checked it by doing an export as suggested.
Anyway the UI should be modified.
'Comma' Separated File is default format.
In France, default separator for csv is semi-column.
The separator can be choosen in the Global parameters screen.
Hi, congratulations for this very nice product (this is my first post here).
Another helpfull way is to export an existing list, using CSV export from list view : it is directly importable 😉
I don't understand what you mean by "using CSV export from list view"...
I'm using a freshly installed "Project'Or RIA V3.2.0" and, on the Planning page I just can't find the way to export in a CSV file, just PDF or XML.
So I tell myself, this must not be that "list view" you're talking about...
List view is any list of items (tickets, projets, activities, milestones, actions, ...)
but not planning Gantt view : planning is the aggragation of Project, Activities and Milestones (not one type of items only). And planning is not importable ...