Differences

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--- en:extensions:workflowdesigner:importer [2014/01/01 17:14]
swarnat
+++ en:extensions:workflowdesigner:importer [2014/03/13 11:25] (current)
swarnat
@@ Line 1: / Line 1: @@
 ====== Importer ======
+In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks for every line from the file.
-In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks with entries from the file.
+The basic idea behind this feature is to create a system, which could be used to import data in every possible csv-format. That means the csv don't need to have a default structure like this:
-The basic idea behind the system is to create a system, which could be used to import data in every possible csv-format. That means the csv don't need to have a default structure like this:
 row1 => record1
 row2 => record2
@@ Line 18: / Line 17: @@
 **Please following the following steps to use this feature: (You could integrate other tasks, but this should be the basic structure)**
+//You could use the first example as start of the workflow.//
   - At first you have to create a Workflow with the Trigger "Import Process". This makes the Workflow invisible in situations, different than import.
@@ Line 24: / Line 24: @@
   - create a task “Import finished” and connect the bottom output from the next line task. This path will execute if the file was completely imported
   - easiest way: create a task "execute expression with external record" to check if there is a record in your crm, which have to be changed by the CSV values (or directly create a record, ...)
-  - Use the two functions wf_setField() and wf_saveRecord() to directly interact with the record you found.
+  - Use the two functions wf_setField() and wf_save_record() to directly interact with the record you found.
+Now you could start the Import from the ListView of the assigned Module. Click on "**start Workflow**" and switch to "**Importer**" to upload your file.
 <WRAP info>
+=== Example 1 ===
 I have created an example which will reflect this steps and search a Contact with the email from column1 and set the "title" field to the value from column 2.
 Download: {{:en:extensions:workflowdesigner:import_workflow.bin|Example Importer}}
+CSV-Example:
+<code>
+user@domain.com,newTitleValue
+user2@domain.com,newTitleValue2
+</code>
+</WRAP>
+<WRAP info>
+=== Example 2 ===
+{{ :en:extensions:workflowdesigner:import_searchcontact_create.png?300|}}
+This example will search Contacts by eMail (first Column).
+If the Contact exists, update phone and fax (4th and 5th column).
+If not, create Contact and set eMail, firstname, lastname, phone and lastname from CSV.
+Download: {{:en:extensions:workflowdesigner:import_searchcontact_create.bin|Example 2}}
+CSV-Example:
+<code>
+test1@stefanwarnat.de,Firstname1,lastname1,01235551,01239991
+test2@stefanwarnat.de,Firstname2,lastname1,01235552,01239992
+test3@stefanwarnat.de,Firstname3,lastname1,01235553,01239993
+test4@stefanwarnat.de,Firstname4,lastname1,01235554,01239994
+test5@stefanwarnat.de,Firstname5,lastname1,01235555,01239995
+test6@stefanwarnat.de,Firstname6,lastname1,01235556,01239996
+test7@stefanwarnat.de,Firstname7,lastname1,01235557,01239997
+test8@stefanwarnat.de,Firstname8,lastname1,01235558,01239998
+test1@stefanwarnat.de,Firstname11,lastname11,012355511,012399911
+</code>
 </WRAP>