Importing Multiple Records into a Database

Please read the previous lesson to learn how to set up databases before you attempt to import data into a database.

To import multiple records into a database, you can ONLY do this from the application. You can do this by giving a user import capability (on the system permissions) and read and write access to the specific database you want to import the data for

To import multiple records into a database, you can ONLY do this from the application. You can do this by giving a user import capability (on the system permissions) and read and write access to the specific database you want to import the data for

Set up Import access on the system permissions in the admin tool and ensure that the user (or you) has read/write access to enter the event form and the database

Set up Import access on the system permissions in the admin tool and ensure that the user (or you) has read/write access to enter the event form and the database

Login to the application, select the event form to enter that has the database in it e.g. allergy

Login to the application, select the event form to enter that has the database in it e.g. allergy

Click in the database text area and then click on View All

Click in the database text area and then click on View All

To Import records you need to select "View All"

On the right of the page click "Import Allergies" (the database name will appear here)

On the right of the page click "Import Allergies" (the database name will appear here)

Select the Database from the list of databases you have access to (e.g. Allergies) and the correct fields will appear.

Select the Database from the list of databases you have access to (e.g. Allergies) and the correct fields will appear.

You can get a template generated that has the field names set up as the columns

You can get a template generated that has the field names set up as the columns

Set up your database records and save it as a .csv file to a location you can remember

Set up your database records and save it as a .csv file to a location you can remember

Then choose that file (or another file that you have set up correctly)

Then choose that file (or another file that you have set up correctly)

1: Click "Choose File"

2: Find the file on your computer

3. Click "Open"

4: Click "Upload"

Check the Import Columns are mapped across correctly

Check the Import Columns are mapped across correctly

Check that the field names match up and check Import

You will be informed if the records were imported successfully or not. If they weren't correct the errors that were specified as to why the import failed

You will be informed if the records were imported successfully or not. If they weren't correct the errors that were specified as to why the import failed

The records will be available for entry on the event form and have been added to that database.

The records will be available for entry on the event form and have been added to that database.

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