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The download consists of two files:
CSV template - This file contains all possible columns you may need to populate in order to successfully import data for your chosen type of Event
PDF instructions - This file contains instructions and supporting guidance on how to populate the CSV with the correct data format
The import behaviour selection determines the action you wish to perform when uploading the populated CSV.
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Behaviour | Description |
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Search for existing data, create new records which do not exist, do not update existing data |
risr/advance will use the data in the uploaded CSV to attempt to search for events which may already exist. If existing data is found these events will NOT be updated. Any rows which do not match existing data WILL be created as new events. |
Search for existing data, create new records which do not exist, update existing data |
risr/advance will use the data in the uploaded CSV to attempt to search for events which may already exist. If existing data is found these events WILL be updated with the information within the uploaded CSV. Any rows which do not match existing data WILL be created as new events. |
Search for existing data, do not create new records, update existing data |
risr/advance will use the data in the uploaded CSV to attempt to search for events which may already exist. If existing data is found these events WILL be updated with the information within the uploaded CSV. Any rows which do not match existing data will NOT be created. | |
Create all records in the file, do not check for existing data | All rows in the uploaded CSV will be created as new events. |
After selecting the type of event you wish to create, and the chosen import behaviour it is then possible to upload the source CSV file.
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Your data
These selection boxes correspond to the columns found within the source CSV file. Selecting the relevant CSV columns here will allow data in the source file to be mapped to the appropriate Kaizen risr/advance user field or event field.
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Mandatory fields
This indicates whether this is a mandatory field within Kaizen risr/advance.
Search for existing records
This column will be displayed if you have chosen the import to search for existing data. It allows you to choose how Kaizen risr/advance should attempt to search for existing data. All the lines checked will be combined together to determine the exact combination of information which should constitute existing data.
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