SITEFORUM - Building Digital Leaders

Export & Import

v12.0 - Last Mod.: 07/04/2022
With exports & imports profiles you can export data like users, products, orders or proposals as a .csv files.
Note: For an export or an import you need to log in as "Portal Master."
 

1. Export

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Export & Import.
  3. In the navigation on the left, below Profiles click Export.
You get to the export overview. As far as export profiles exist already you get the following table:
  • Status Shows the status of the profile; greenn = active, red = inactive.
  • Name/File Shows the name of the profile and the corresponding file name.
    By clicking the name you get to the editing mode, q.v. 1.2 Edit.
  • Type Shows, which type gets exported.
  • Format Showes the format of the export file.
  • Last Export (Interval) Shows date, time and in brackets the interval of the last export.
  • Download By clicking the first arrow you can start the export manually, by clicking the second arrow you can download the export.
  • Edit By clicking the icon you get to the editing mode., q.v. 1.2 Edit.
  • Delete By clicking the icon you can delete the profile.


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1.1 Add

  • In the navigation on the left, below Profiles click Export.
  • Click the tab Add.


To add a new profile you have to pass three steps:


1. Export Data
Note: With the following settings you create a profil which runs regularly with your declarations. That is how you always get a current download.
  1. From the selection box Type choose the type, in this case Users.
  2. Enter in the field Name a name for the export.
  3. Enter in the field Target Directory the target directory.
  4. Enter in the field File Name a file name.
  5. From the selection box behind choose the file type.
  6. Choose in the area Action if file exists the desired action. If required enter in the field behind the path.
  7. Choose in the area Start from the selection boxes Month, Day and Year the start date.
    If required choose from the selection boxes Hour and Minute the time.
  8. Choose in the area End from the selection boxes Month, Day and Year the end date.
    If required choose from the selection boxes Hour and Minute the time.
  9. From the selection box Interval choose the interval.
  10. From the selection box Delimiter choose the desired delimiter.
  11. From the selection box Text delimiter choose the text delimiter.
  12. From the selection box Data choose the desired data, which should be exported.
  13. Click the button Next step when ready.


2. Elements

The table shows all elements which can be edited:
  1. Choose the field name you want to edit.
  2. Click the icon Edit.
  3. Choose from the selection box Element Column below the table the desired column.
  4. If required edit the name in the field Field Name.
  5. If required enter in the field Field Length a number to limit the length of the field, e.g. 15.
  6. Activate in the area Field Attributes (if field length is defined) the option
    • Align (left/right).
    • Zerofill (yes/no) if the field should be filled with zeros in case the length is not achieved.
  7. Enter in the field Date Format the desired format if the column is a timestamp, like DD.MM.YYYY (D = Day, M = Month, Y = Year).
  8. From the selection box Decimal delimiter choose the delimiter for decimal numbers.
  9. Enter in the field Decimal round the rounding for decimal numbers, e.g. 2 for a rounding from the second digit behind the comma.
  10. Click the button Save to save the edited element.
    Click the icon Delete to delete an element.
Repeat this process with further elements as often as necessary.
  • Click the button Next step when ready.


You can also create new elements:
Add new element
  1. From the selection box Element Column choose the element you want to add.
  2. Enter in the field Field Name a name.
  3. If required enter in the field Field Length a number to limit the length of the field, e.g. 15.
  4. Activate in the area Field Attributes (if field length is defined) the option
    • Align (left/right).
    • Zerofill (yes/no) if the field should be filled with zeros in case the length is not achieved.
  5. Enter in the field Date Format (if column is a timestamp) the desired format if the column is a timestamp, like DD.MM.YYYY (D = Day, M = Month, Y = Year).
  6. From the selection box Decimal Delimiter choose the delimiter for decimal numbers.
  7. Enter in the field Decimal Round the rounding for decimal numbers, e.g. 2 for a rounding from the second digit behind the comma.
  8. Click the button Save to save the new element.
    The new element is listed in the table. Click the icon Delete to delete it.
  9. Click the button Next step when ready.



3. Summary

You get a summary of the settings you've made.
  • Click the button Save to save and activate the export.


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1.2 Edit

  1. In the navigation on the left, below Profiles click Export.
  2. Choose the profile you want to edit.
  3. Click the icon Edit.


You get to the first step 1. Export Data. Edit all desired settings, q.v. 1.1 Add.

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1.3 Start export manually

If you want an export to be up-to-date without waiting for the regular time range you can start the export manually.
  1. Choose in the Overview the export you want to start manually.
  2. Click in the column Download the first arrow Start Export.
  3. Confirm the start by clicking the button OK.
    The date in the column Last export gets updated.
  4. Click in the column Download the second arrow.
    Open or save the export.


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1.4 Delete

  1. In the navigation on the left, below Profiles click Export.
  2. Choose the profile you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.


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2. Import

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Export & Import.
  3. In the navigation on the left, below Profiles click Import.
You get to the import overview. As far as import profiles exist already you get the following table:
  • Status Shows the status of the profile; greenn = active, red = inactive.
  • Name/Details Shows the name of the profile and the corresponding details.
    By clicking the name you get to the editing mode, q.v. 2.2 Edit.
  • Type Shows, which type gets imported.
  • Format Showes the format of the import file.
  • Interval Shows date, time and the interval of the import.
  • Upload By clicking the arrow you can upload the import file manually.
  • Edit By clicking the icon you get to the editing mode., q.v. 2.2 Edit.
  • Delete By clicking the icon you can delete the profile.

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2.1 Add

Add a profile to import users and to update them automatically.
Warning: After adding a profile you have to upload the file, which contains the users, q.v. 2.2 Upload File.
  1. In the navigation on the left, below Profiles click Import.
  2. Click the tab Add.