Data Imports module - Revision history

N.paul: /* Setup */

2022-11-21T07:58:22Z

Setup

← Older revision		Revision as of 09:58, 21 November 2022
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Usage of Import Module =		= Usage of Import Module =

N.paul: /* Importing a file */

2022-11-17T07:14:58Z

Importing a file

← Older revision		Revision as of 09:14, 17 November 2022
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	= Importing a file =		= Importing a file =
	The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.		The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.

			Fields can be added to detect if there is any duplicate import or not.

N.paul at 10:42, 1 July 2022

2022-07-01T10:42:42Z

← Older revision		Revision as of 12:42, 1 July 2022
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	[[File:Import_1.PNG\|center]]		[[File:Import_1.PNG\|center\|link=]]


	[[File:Import_2.PNG\|center]]		[[File:Import_2.PNG\|center\|link=]]


	[[File:Import_3.PNG\|center]]		[[File:Import_3.PNG\|center\|link=]]


	[[File:Import_4.PNG\|center]]		[[File:Import_4.PNG\|center\|link=]]


	[[File:Import_5.PNG\|center]]		[[File:Import_5.PNG\|center\|link=]]


	[[File:Import_6.PNG\|center]]		[[File:Import_6.PNG\|center\|link=]]

Admin: /* Importing a file */

2022-04-21T06:54:00Z

Importing a file

← Older revision		Revision as of 08:54, 21 April 2022
Line 12:		Line 12:
	= Importing a file =		= Importing a file =
	The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.		The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.


			[[File:Import_1.PNG\|center]]


			[[File:Import_2.PNG\|center]]


			[[File:Import_3.PNG\|center]]


			[[File:Import_4.PNG\|center]]


			[[File:Import_5.PNG\|center]]


			[[File:Import_6.PNG\|center]]

Admin: /* Setup */

2022-04-15T11:01:54Z

Setup

← Older revision		Revision as of 13:01, 15 April 2022
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon ~~[[File~~:cog~~.png\|border\|20px]]~~ will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.

	= Usage of Import Module =		= Usage of Import Module =

Admin: Admin moved page Import module to Data Imports module

2022-04-14T06:15:04Z

Admin moved page Import module to Data Imports module

← Older revision	Revision as of 08:15, 14 April 2022
(No difference)

Admin: /* Setup */

2021-12-29T08:28:56Z

Setup

← Older revision		Revision as of 10:28, 29 December 2021
Line 5:		Line 5:
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon [[File:cog.png\|border\|20px]] will be visible at the end of the module box, the users can click in that to access setup.

	= Usage of Import Module =		= Usage of Import Module =
	Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification. Most of the fields are contained with logical content, however, the data that are associated with addresses for places, such as countries. Hence, the users cannot import files using the names of countries and provinces. For importing a file the users need to match the rowed integer in “table llx_c_departements”. The users can match their addresses to rowid by exporting their CSV files with a SQL editor. The users can use the same with a spreadsheet VLOOKUP function for returning to rowid. However, the function will still have a requirement of manual checking for enhanced performance.		Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification. Most of the fields are contained with logical content, however, the data that are associated with addresses for places, such as countries. Hence, the users cannot import files using the names of countries and provinces. For importing a file the users need to match the rowed integer in “table llx_c_departements”. The users can match their addresses to rowid by exporting their CSV files with a SQL editor. The users can use the same with a spreadsheet VLOOKUP function for returning to rowid. However, the function will still have a requirement of manual checking for enhanced performance.

Admin: /* Usage of Import Module */

2021-12-24T11:13:12Z

Usage of Import Module

← Older revision		Revision as of 13:13, 24 December 2021
Line 7:		Line 7:
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step.
	= Usage of Import Module =		= Usage of Import Module =
	Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification.		Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification. Most of the fields are contained with logical content, however, the data that are associated with addresses for places, such as countries. Hence, the users cannot import files using the names of countries and provinces. For importing a file the users need to match the rowed integer in “table llx_c_departements”. The users can match their addresses to rowid by exporting their CSV files with a SQL editor. The users can use the same with a spreadsheet VLOOKUP function for returning to rowid. However, the function will still have a requirement of manual checking for enhanced performance.

	= Importing a file =		= Importing a file =
	The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.		The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.

Admin: /* Introduction */

2021-12-20T11:52:38Z

Introduction

← Older revision		Revision as of 13:52, 20 December 2021
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	= Introduction =		= Introduction =
	This module allows the users to bulk import important data, which can be existing or legacy, into Tactic. Important module help in importing business related data without having to face much issues.		''Just as exporting important documents it is important to import certain documents as well. Therefore, the users of the organisations look for an effective service that allows them to import data from external platforms effortlessly. Tactic also provides the similar service for enhancing user experience.'' This module allows the users to bulk import important data, which can be existing or legacy, into Tactic. Important module help in importing business related data without having to face much issues.

	= Installation =		= Installation =
	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.

Admin: /* Setup */

2021-12-14T11:06:12Z

Setup

← Older revision		Revision as of 13:06, 14 December 2021
Line 5:		Line 5:
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step.
	= Usage of Import Module =		= Usage of Import Module =
	Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification.		Import of legacy data is a complex procedure, which is integrated with a number of steps and stages. This steps may include attempts and modifications for successfully completing the procedure. Tactic recommends to create a single source spreadsheet with Libre office or Open Office. It is also important to save the file using save as a CSV for every step of modification.

	= Importing a file =		= Importing a file =
	The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.		The first step of importing a file is to go to '''Tools''' menu and then choosing the option of ''' New Import'''. The second step requires to choose predefined datasets that match users’ data. Selection of the concerned file is the third step of the process. After selecting the file and preferred dataset the users need to run import simulation to start.

← Older revision		Revision as of 12:42, 1 July 2022
Line 14:		Line 14:


	[[File:Import_1.PNG\|center]]		[[File:Import_1.PNG\|center\|link=]]


	[[File:Import_2.PNG\|center]]		[[File:Import_2.PNG\|center\|link=]]


	[[File:Import_3.PNG\|center]]		[[File:Import_3.PNG\|center\|link=]]


	[[File:Import_4.PNG\|center]]		[[File:Import_4.PNG\|center\|link=]]


	[[File:Import_5.PNG\|center]]		[[File:Import_5.PNG\|center\|link=]]


	[[File:Import_6.PNG\|center]]		[[File:Import_6.PNG\|center\|link=]]