Submitted by aucanic on 2010/07/01 19:48
I can't get the import field mapping file feature to work.
I imported a csv file into an IQ file, manually entered the new field names and saved a import field mapping file. This all worked fine.
In a different IQ file, I attempted to import a csv file with the same columns. I tried to load the saved import file mapping file but no fields were loaded.
 
By the way, why is it necessary to manually enter new field names since IQ already knows them (it shows them at the left and at the top of the import dialog. Why can't it automatically import the fields (based on user choice) and automatically create a grid with the fields as columns?
 
Thanks for any help
 

Comments

Hi and welcome to the IQ forum
 
1- "field mapping file" :
 
I haven't re-tried it in the last 2 months, but importing a "field mapping" txt file only serves to map your imported fields to the right IQ fields. It doesn't import and create new "fields" per se into IQ. Fields need to be created beforehand in IQ to be mapped to the imported CSV file and to be able to use the "field mapping file". Normally, in most cases, you won't need to create new fields in IQ beforehand... unless you're importing a CSV with pretty specialized data.
 
Concerning a potential "on the fly" creation of field which don't already exist  in IQ when a CSV file is imported : I proposed this a while ago. I think it's in Mantis, if not, I'll add it.
 
2- "manually enter new field name"
 
IQ can only map those fields that have almost the same name as the fields your importing. Try it, you'll see.
You'll need to manually select (map) the fields to which you want your imported fields to correspond only when those don't exist in IQ or have a different name.
 
I'll look at the manual section for text file importing and see if that's clear enough.
 
Did you have a quick look at the manual, in particular the first 2 sections ? It's not perfect but I think it helps a bit to understand the basics.

Forgot one question :
 
 [why can't IQ] ... "automatically create a grid with the fields as columns?"
 
Good question... It could, but it would probably have to arbitrarily assign an extra field to identify the newly imported items, and then create a grid using that field as the source. IQ does it when it imports from EverNote, so I guess it would be easy to add the feature to CSV import.
 
One thing though : once you understand IQ's mechanism, it's easy to create a new grid and display all the items you want in it. 1- First search for your new items in the DB ( you can use the journal grid for that and select todays date in the date toolbar). 2- Create a new grid (using the New grid option on the "Grid Context" toolbar, or by using the Manage Grid dialog (button is on the toolbar also, or in the view menu in the grids sub-menu), 3- Drag and drop all the items frofrom the journal grid to the new grid. That's it.
 
You have to understand that items don't really belong to any grid but are displayed in grids depending on various filters. That's it. Grids can affect items (add field values to them etc., but items don't "belong to them")

aucanic

2010/07/01 20:55

In reply to by Armando

Thank you for the welcome and for the very quick and informative response!

I had misinterpreted this feature based on hopefulness and frustration with other similar applications. When I first started using this kind of application I was really surprised that fields and views were not automatically created from csv files, but it has turned out that no application I've worked with does this. Maybe the "problem" is that the organizations I deal with don't use standard field names and not a problem with software designers. 

 

aucanic

2010/07/01 21:11

In reply to by Armando

A related question: Once I have exhausted myself :-) entering fields and creating a grid with those fields, is it possible to use those fields and grid in a different IQ file?

Pierre_Admin

2010/07/01 22:00

In reply to by aucanic

No, this is not possible
 
What is possible is to have a pop-up list for a field with list items coming from a different database (but this is advanced stuff)
 

BTW, aucanic : if you read the help file and see stuff that's hard to understand and you'd like to add details, etc., feel free to propose some changes and edit the content. (Just write what you changed in the text box at the bottom of the editing page)

KeithB

2010/07/02 22:01

In reply to by Armando

[quote=Armando]
BTW, aucanic : if you read the help file and see stuff that's hard to understand and you'd like to add details, etc., feel free to propose some changes and edit the content. (Just write what you changed in the text box at the bottom of the editing page)
[/quote]
You can also just add an item in -- link to nonexistent node ID 1693 --  and reference any problems found.