# Import Submissions

You can add or update submissions in bulk in the Daxium-Air back office using CSV files.

## Quick start — simple CSV import

The most common case: adding new submissions from a CSV file.

1. **Get a template:** In the table view, click **Actions > Export** and choose **Full export for import**. The downloaded CSV already has all the correct column headers for your form.
2. **Prepare your data:** Add your new rows. Delete the `submissionNumber` column so Daxium-Air creates new submissions rather than updating existing ones.
3. **Set the creator:** Fill the `userEmail` column with the email address of the user who should appear as the submission creator.
4. **Import:** In the table view, click **Import**, select your CSV file, set the insertion mode to **Add**, and click **Import**.

A background job runs the import. A notification appears when it finishes. If any rows failed, download the error CSV to see what went wrong.

For bulk updates to existing submissions, see [Differential import](#differential-import). For imports that include relationships between forms, see [Importing with relationships](#importing-with-relationships).

## Expected spreadsheet structure

Export existing data using **Full export for import** to get a correctly structured template, then modify the values as needed.

![](/files/C4bImliqmtw17cX0Q0Of)

To import new submissions, delete the `submissionNumber` column — otherwise you will update existing submissions instead of creating new ones.

## Default required columns

Every import must include the `userEmail` column, filled with the email address of the Daxium-Air user who will be designated as the submission creator.

## Field columns

Add one column per form field you want to populate. The column header must be the field's **system name**.

Not all fields need to be included. However, if a mandatory field is missing, the submission will not be saved — you will receive an error file explaining the problem.

**List field:** Populate using either the option's display value or its external identifier. Append a suffix to the system name:

* `systemname#name` — use the option's display value
* `systemname#external` — use the option's external identifier

Use only one of the two options per column.

**Date field:** Dates must be in ISO 8601 format. Example: `2018-04-30T17:00:00+02:00`

**File and image field:** Provide a public URL from which the file can be downloaded.

**Boolean field:** Value must be `true` or `false`. Any other value will cause an error.

**Location field:** Add 3 columns. If the system name is `address`:

* `address#address` — full address (e.g. `21A bd Gabriel Guist'hau 44 000 Nantes`)
* `address#lat` — latitude (e.g. `55.9967`)
* `address#lng` — longitude (e.g. `54.774`)

## Setting up the import

In the table view, click **Import**. Select your CSV file, choose the encoding and column separator. Use comma `,` by default when importing from Microsoft Excel.

![](/files/TJjCvrVw5F96vMI3kt7V)

Set the insertion mode to **Add** to create new submissions.

{% hint style="info" %}
When saving from Excel, choose **CSV UTF-8 (comma delimited)** as the file type. In the Daxium-Air import dialog, confirm the encoding is set to **UTF-8**.
{% endhint %}

![](/files/XeYDMIsZoxU66qh7qsmT)

![](/files/Wk2lH6mafd3H0Af4PAIf)

## Error handling

When the import finishes, if any submissions could not be saved, a CSV error file is available for download. It explains what went wrong for each failed row.

***

## Advanced

### Differential import

Differential mode updates existing submissions rather than creating new ones. Include the `submissionNumber` column to identify which submissions to update. Submission numbers appear in the first column of the table view — do not confuse them with the UUID, which contains letters.

![](/files/SWMIzT2StJDXgZnoRC4e)

Two differential options are available:

* **Differential without formula recalculation** — faster import. Parent-child formulas on related submissions are not recalculated.
* **Differential with formula recalculation** — slower import. Parent-child formulas on related submissions are recalculated.

**Empty cells:** When a column is present in the file but a cell is empty, choose how to handle it:

* **Keep the old value** — the empty cell is ignored; the existing value is preserved.
* **Delete the old value** — the empty cell replaces the existing value.

![](/files/WQxxyOF1hFy2cNPykRcQ)

### Importing with relationships

It is possible to import submissions linked together via relations using an Excel file.

#### File structure

**"Worksheet" tab**

The main tab for the primary submissions. It follows the same structure as a standard CSV import.

![](/files/mTosfaUKpOtydrcFVm70)

In **Differential** mode, include `submissionNumber` to identify the submissions to update.

In **Add** mode, still include a placeholder in `submissionNumber` — it is replaced on creation but is used to identify submissions within the file, particularly in the Relationships tab.

**"Relationships" tab**

Lists all the relations between submissions. Must have at least 4 columns, plus an optional fifth:

![](/files/lSTcIkKM8qmaRx8Aan20)

* `parent` — submission number from the Worksheet tab
* `relationship` — system name of the relation field linking the two submissions
* `child` — submission number from a related tab
* `id structure` — Daxium identifier of the form used to build the child form
* `count` *(optional)* — quantity in a quantifiable relation

**Related submission tabs**

Create one tab per related form.

![](/files/5iFV8G4gazjkUxYm7A75)

Each tab must be named: `SystemName FormId` (e.g. `SystemName 2951`). Enter `submissionNumber` values the same way as in the Worksheet tab.

#### Running the import

In the table view, click **Import** and select your Excel file. The column separator and encoding options have no effect for Excel files.

![](/files/Z0dyxACmsqF3qA2j9Rlc)

**Add** mode creates a new submission for each row. **Differential** mode updates existing submissions without creating new ones.

#### Limitations

* It is not currently possible to remove related submissions via a differential import.
* Parent submission formulas are not recalculated during import if those formulas reference a relation field containing more than 5 elements.


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