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Importing files

Updated: Jan 26

It is possible to add data in bulk in the Daxium-Air Back Office. The file import can be done from a spreadsheet. Currently, Daxium-Air accepts CSV files.


It is also possible to make mass modifications to existing files via this tool.


The different points will be discussed in this article:



Expected spreadsheet structure

To easily create an import file with the correct structure, it is possible to export existing data by choosing the "Full export for import" option. You will then just have to modify the desired values.


To import new files, you must delete the submissionNumber column, otherwise you will modify the existing files.



Default required columns

For any import, you must always specify the user who will be designated as the creator of the file. To do this, you must include the userEmail column. The latter must therefore be filled with the email or emails of Daxium-Air users.



Field columns

We can then add the columns corresponding to the form fields. The column title must be the system name of the field.


It is not obligatory to include all the fields in the form. However, if a mandatory field is not completed, the file will not be saved. You will have a return file explaining the problem.


List field:

It is possible to populate a list either by using its value (or name) or by using its external identifier.


To do this, you must add a suffix after the system name of the list field. To modify a list using its value, the column must be called systemname#name.


To modify a list using the external identifier: systemname#external


It is best to use only one of the two options to modify a list.


Date field:

Dates must be entered in ISO 8601 format. Example: 2018-04-30T17:00:00+02:00


File and image field:

To import a file or image, you must write a public URL that allows you to download this file.


Boolean field:

It is not possible to import a form with a boolean that is not set to "true"; or "false", you will receive a return file indicating this.


Location field:

To import data into a location field, you must add 3 columns. If the system name of the location field is "address", we put:


  • address#address

  • Allows you to add the address in full

  • Ex: 21A bd Gabriel Guist'hau 44 000 Nantes

  • address#lat

  • Allows you to add the latitude

  • Ex: 55.9967

  • address#lng

  • Allows you to add the longitude

  • Ex: 54,774

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Setting up the import

In the table view of the records in the Back Office, there is an option to import data.


  • You can choose the spreadsheet file containing the sheets to import, as well as the encoding of the latter and, in the case where the file is a CSV, the column separator. Prefer the comma column separator "," by default if you import from Microsoft Excel.



  • The insertion mode allows you to choose whether you want to create new records ("Add") or update existing records ("Differential").


Regarding the “Differential” choice, two options are available


Differential without calculating formulas in relationships: allows for a more optimized import. During this import, the parent-child formulas will not be calculated on the records in relationships.


Differential with calculation of formulas in relationships: allows you to carry out an import which will be much longer but which will take into account the calculation of the formulas. During this import, the parent-child formulas will be calculated on the related files.


If you choose differential mode, you must be careful to include a "submissionNumber" column. You will find the card numbers in the first column of the table view. Be careful not to confuse the file number with the uuid. The latter is made up of letters while the file number that interests us here is made up of numbers.


  • Rule for empty cells governs the case where a column is added to the CSV file but one or more values are null:


Keep the old value: allows you to ignore the fact that the cell is empty. The old value will therefore not be replaced by the empty value.


Delete the old value: takes into account the fact that the cell is empty. The old value will therefore not be replaced by the empty value.


  • You should consider the UTF-8 encoding format in Microsoft Excel, when you save your .csv it appears like this when you do "File" -> "Save-As" -> "Browse" :

In Excel, select the file type "CSV UTF-8 (comma delimited)" as shown in the screenshot below:


Then in Daxium-Air, check that the import format is set to "UTF-8" :

When you click on the Import button, the import starts in the background. A notification will let you know when it is finished. If there were any errors, you can download a CSV file to help you understand what went wrong.



Error handling

When your import is completed, if an error prevented one or more records from being saved, you will have a return in a CSV file. This will allow you to understand what went wrong and how to correct the problem.


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