Import CSV files into Lé Admin

Overview

The CSV importers are a set of tools to be used by team members to quickly input large sets of data for a client site. They may be used to create and update sets of data. In order to use these tools effectively, one must be familiar with the process and the abilities of each importer. This document aims to define a set of guidelines in order for you to be successful with the JUNO CSV importer tools.

How to

1. Navigate to the CSV Importer page of Lé admin (yoursitename.com/crowdhub_admin_v2)
   
   

   Open

   

    

2. Select your file type. The file type you select corresponds to the importer tool that will be used. For example, the ‘Sessions’ file processor will attempt to import session information.

3. Open

   

   Select the ‘Choose File’ button, which will bring up a file selector that allows you to select a file from your computer. The only allowed file type is .csv.

4. A preview popup will now appear containing the lines you supplied in your CSV file organized in such a way that the importer will process it. This is a chance for you to verify that the data is formatted correctly and that you have the correct fields supplied.

   1. You may notice that some fields are highlighted red. This is to be considered a warning, the importer does not like that data you have provided. This will not prevent you from attempting the import, but the import may lead to malformed data or perhaps fail, so please consider this before continuing. See FAQ ‘Why is my field highlighted red in the preview popup?’ for further information.

5. Select ‘Cancel’ to modify your CSV file and try again, or ‘OK’ to proceed with the import. This will begin the process of importing and may take some time. You will be redirected to the main page of the CSV importer where you will see your file and its progress.

6. Upon completion of the import, one of two things will occur: your file has been processed successfully and you are good to go, or there were errors in your file and you need to correct them.

   1. If there is an ‘error file’ and ‘retry file’ listed with your import file, your file has errors that need to be corrected. If you do not see these error/retry files, your import has been completed successfully. (image)

   2. The error file contains a user-readable message that indicates why a given line failed, such as ‘Invalid date’. Also included is the line number that failed and the column letter. The line number corresponds to the line in the original file that failed.

   3. The retry file contains copies of lines that failed during the import process. The idea here is that you take this retry file containing all your failed lines, modify it as needed, and run the importer again on this corrected retry file. However, some may argue that it is more proper to instead modify the original file, to maintain a sort of ‘source of truth’ in case the database ever needs to be purged. This retry file is merely for your convenience, you may choose to modify this or the original file to run further imports.