It is possible to import data in various areas.
The import function is located in the respective menu on the right-hand side in the three-dot menu. Import functions are only accessible to administrators.
Uploading the import file #
First select the desired import function and then drag the file into the upload field. Most import files must be available as a csv file.
Assigning the fields #
Once the file has been uploaded, it is analyzed. If the file can be processed, the assignment screen is displayed.
On the left side you will find the fields in the ems. You can select the field in which the data is to be written. In some cases, there are also special fields such as the “Street + house number” field, which automatically separates the house number during import.
On the right-hand side you will find the column label and the first data line of your file. Now select the corresponding column in your file. Empty fields in the ems are not imported.
In special cases, you will also find static values or selections from the ems system on the right-hand side, for example the wage type assigned during payroll processing.
An ID, such as the internal or external customer number, can be assigned in many areas. It is strongly recommended that you use these! If a file is read in several times with the assigned customer number, the data is updated and not created again.
Processing #
Click on Save to start processing. The data is processed automatically step by step. You will see a progress bar during this time.
The import is carried out record by record and can take some time.
You will receive a result at the end of processing.
Click on “Detailed log file…” to download an extended log file.