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Can You import entities from a CSV file?
The list of entities and fields that can be imported from CSV files is available in the dedicated article: Entities and fields supported for import from CSV files. The Targetprocess Import wizard does not support reassigning existing entities to different Projects. It is also not possible to change the type of an existing entity.
How to update entities in a CSV file?
The Targetprocess Import wizard has the advanced capability to update entities of multiple types in a single CSV. You have to fill in and map Entity Type column in your CSV file for this purpose. The user who performs the import should have Edit access permission for a selected entity type and Project.
How to check number of columns in CSV file?
An example: if an input CSV file is in the following format, expected to have five columns: 1,2,3,4,5, the code would display “1” “2” “3” “4” “5” (seperated by tabs) in the consolidated file. Now let’s say for whatever reason one row entry in the CSV file is like: 6,7,8. So it stops abruptly without all the columns filled in.
How do I import a CSV file into Excel?
On the Import Data page, in the Data Type drop-down list, select the record type you want to import the data for. In the File Type drop-down list, select CSV, and then select Start Import. To make sure that the import is successful, follow the steps in “Prepare your file for import”. Select a file to upload.
How to create custom entities for data import / export?
The Create a custom entity for data import/export Wizard lets you quickly create a custom entity. Go to Data Import/Export Framework > Common > Create a custom entity for data import/export. Select the table that is related to the entity that you want to migrate, and then click Next.
How to save data to a CSV file?
Use any available spreadsheet editor such as Microsoft Excel, OpenOffice, LibreOffice, Google Sheets. All of them support saving data to the CSV file format. An alternative option to generate the file is to use Export to CSV file action in Targetprocess. Export data to the CSV file from Targetprocess.