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Difference between revisions of "HowTo:Import Data from an External System"

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===Preparation===
===Preparation===
This HowTo Guide builds on [[HowTo:Create_a_Simple_Application]]. If you haven't done that one yet, run through it now to create the objects you'll be importing data into.
Using the same process [[HowTo:Create_a_Simple_Application]], create a Movie Recommendations application. It will have the following fields:
:* Movies
:** Title
:** Release Date


If you have already worked through that guide, and you've created records to see how things work, let's start by doing a [[Mass Delete Data|Mass Delete]] of any data you may have entered, so as to import into a fresh collection objects.
:* Reviews
:** Rating (Number, 0 decimal places, value of 1..5)
:** Reason (Text Area)
:** By (Text Field for user name)


Just as a matter of good form, we're first going to delete the records at the bottom of the "lookup chain". Then we'll work our way up the chain. That way, we're sure that no record is left with a pointer to a target record that doesn't exist.
And the following relationships:
 
:* One Movie can have many reviews.
# Visit '''Workspace > OrderItems'''
# At the left edge of the table's header row, click '''All'''
# At the top of the window, click '''[More Actions...]'''<br>A dropdown appears.
# Select ''Delete''
# Repeat the process for ''Orders''
# Repeat the process for ''Customers''


===Create a Spreadsheet with Sample Data===
===Create a Spreadsheet with Sample Data===

Revision as of 01:34, 17 May 2012

For:   Designers
Level: Beginner
Time:  20 minutes

See more:
    ◾ HowTo Guides

If you have data in an external system, you can generally export it as a plain text file, with one record per line, where values in each line are separated by values. That kind of file is known as comma-separated value (Template:CSV) file. Using such files, you can import data into your application objects.

In this guide, you'll create a few items of data in a spreadsheet, and use that. But the data could come from any system that is capable of exporting CSV data.

Preparation

Using the same process HowTo:Create_a_Simple_Application, create a Movie Recommendations application. It will have the following fields:

  • Movies
    • Title
    • Release Date
  • Reviews
    • Rating (Number, 0 decimal places, value of 1..5)
    • Reason (Text Area)
    • By (Text Field for user name)

And the following relationships:

  • One Movie can have many reviews.

Create a Spreadsheet with Sample Data

  1. Create Customer data
  2. Create Order data
  3. Create Order Item data

Export the Data as CSV Files

  1. Export Customer data
  2. Export Order data
  3. Export Order Item data

Import the Data

The process here is to start at the top of the lookup chain, so that the Lookups in the incoming record all resolve to an actual record. (It isn't strictly necessary to do things in that order, but it's good form.)

Coming soon...

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