Imports

Import CSV file without programming

Presentation

Importing a CSV file is done by duplicating a Storga form.
Each line of the CSV file will correspond to an imported Storga form.

The CSV file must have column names that match the names of the fields in the form to be duplicated.
The CSV file must be RFC 4180 compliant, and use the UTF-8 character set.
However, the field separator can optionally be a semicolon instead of the comma specified in RFC 4180.

Before embarking on importing a large number of records, it is recommended to start by importing just two or three to verify that the end result is satisfactory.

Details of operations to perform the import

1. Put on the page an empty copy of the form from which you want to import a copy for each line of the CSV file.

2. Select in the clipboard the lines of the CSV file to import, including the first line which indicates the name of the columns.

4. In edit mode, select the contextual menu of the form from step 1.

5. Click on 'Duplicate' in the contextual menu of the form.

6. Confirm the import by clicking on the 'create now' button.

7. Remove the form from step 1 from the page.

This method only works with a native Storga client, if you are using a simple web browser, only the method described in the paragraph 'Import a large file' below works.

Import the files into sub pages

When confirming the import, if in 'Field under folder' the name of one of the fields is indicated, then the new files will be created in sub pages bearing the name of the chosen field as title.

You can even place the new files in a tree structure at several levels.
To do this, we separate the field names with slash symbols (/).

Import a large file

It may be that in step 2, the clipboard does not allow you to store all the lines to import.

In this case, we start by creating a Storga file block in the page, containing the CSV file to import.
For step 2, we switch to organize mode, we select the file block, then we go back to edit mode, and we continue steps 3 and following as before.

Import from a report

Finally, instead of taking the lines from a CSV file, we can take them from a Storga report.
In this case, in step 2, in another session (Storga tab), we select the lines of the report that we want to use to create the new records, which supposes that at the level of the definition of the 'status, in the' Display 'tab, the' Display selection column 'field has been filled in.

Why use a report, therefore records, to create other records?
Suppose for example

Import of CSV file by program

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Importing HTML text

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