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In the basic data programs

it is possible to export the table contents into a csv.file.

This file can be edited and imported back into the table.

The data export can be performed from the entire database table without any constraints.
If, for instance, the basic data are separated by client, the system would export the data of all clients.
Please make sure to modify the data of the correct client when editing the table.

Lines with billing codes that are deleted in the Excel list will still remain in the database table.
 The data export and import does not result in the deletion of database entries.
Contents

Link to the basic data



Export

The export of the data takes place in the corresponding master data menu.

Open the respective basic data menu and select the local menu item Export.

.

The Export CSV tab opens:



.

Activate the checkbox Show column names in first row in order to export the csv. file with the field names as column headers.

Click the button ... to select the folder into which you would like to export the file.
→ A mask to select the folder opens.
→ Select a folder, name the file in the field File name and save.

The path is now saved.



. 
→ Click Export to start the export.

A log about the export is also available.
Close the Export CSV tab if the export was successful.



Edit the csv. file

The csv. file can now be found and opened in the target folder.

We recommend to convert the csv. file into an Excel file to edit.

ATTENTION: The column layout must NOT be changed. Otherwise the data import will no longer be possible.

ATTENTION: Please format the column CLIENT as text in Excel since it may occur that the leading zero is not saved during the conversion.
                      To verify that the column CLIENT contains a 3-digit value, open the csv. file with the editor.


.

→ After editing, convert the Excel back into a csv. file.


Import

The import of the data takes place in the corresponding master data menu.

Open the respective basic data menu and select the local menu item Import.


The Import CSV tab opens:

If you have activated the checkbox Show column names in the first row for the export, it must be activated again for the import.


Select the source folder the csv. file is stored in.

Click Execude to start the import.

The log shows how many datasets have been loaded and whether the file contains erroneous datasets.
Errors are logged per line.

Close the Import CSV tab if the import was successful.

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