Submitted by Cyganet on 2020/05/11 12:35
Hello everyone,
 
I've been looking at importing data via CSV files, for my use case of creating a personal CRM.  I want to import data from various old sources into my database.  To start, I have an excel file containing names, email addresses, etc.  The first time I import this list, each item gets created and assigned an Item ID.  So far so good.  Now I want to import additional data to these items, and that's where I'm getting stuck.
 
If I have a second list containing other or updated information related to the same names, I want to be able to assign them to the right Item IDs.  I can get the right Item IDs by exporting the InfoQube grid, so I know which ID matches which name, and get the information properly lined up inside excel and the CSV file.  However, the import CSV function will not allow me to add/update existing information having IDItem as one of the import fields. 
 
I also tried to copy-paste the data from the column in excel (paste into selected cells) into a selected column grid, but it tries to paste the data into the IDitem field, which fails, obviously. 
 
I am effectively trying to do an INSERT INTO command via the InfoQube GUI into its data tables.  But InfoQube isn't a relational database, as I am learning, so I keep going about it in the wrong way.  What is the right way to bulk import data related to existing items? 
 
Thank you!

Comments

Hi !
 
Once the items are created, it does get a bit more complicated. If you setup your grid to match Excel, you can copy / paste cells from Excel to IQ
1 column as a time at first, then try with multiple columns
 
Pierre_Admin
IQ Designer
 

Cyganet

2020/05/12 06:43

Permalink

Hi Pierre,
 
Thanks for the explanation.  I can confirm that it works for text fields, one column at a time. For multiple columns, it starts to make new items with the second column data as sub-items of the first column data, so that didn't work for me
 
For anyone else wondering, here are some details that made it work:
  • To paste into a column in InfoQube, select the column header, or a range of cells inside a column
  • If the number of rows that you were copying from excel is lower than the total number of rows selected, the information repeats itself.  This can be very handy for recurring data patterns ;-)
  • If you are pasting "blank" data from excel, the existing data in InfoQube isn't overwritten.  So you can interpolate into existing data, if you do it carefully :-)
In any case, this helps me with what I was trying to do.  Thank you!