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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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en:extensions:workflowdesigner:importer [2014/01/09 17:49] swarnat |
en:extensions:workflowdesigner:importer [2014/03/13 11:25] (current) swarnat |
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| ====== Importer ====== | ====== 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 for every line from the file. | ||
| Line 25: | 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 | - 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, ...) | - 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> | <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. | 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. | ||
| Line 36: | Line 38: | ||
| user@domain.com,newTitleValue | user@domain.com,newTitleValue | ||
| user2@domain.com,newTitleValue2 | 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> | </code> | ||
| </WRAP> | </WRAP> | ||