Custom import

As we have seen, there are two types of import: Typical and Custom. When Typical is selected on the Import Type screen of the Import Wizard, data is imported using these default settings:

  • Format and data validation is performed (see Validate Data screen for details).
  • If a record in the data file attaches to another record (see Attachments screen for details):
    • A search is performed of all existing records in the EMu database, which includes any records that have been created so far during the current import.

      Note: Records in the import data file are processed sequentially: if record 5 attaches to record 6, no attachment will be made during the import as record 6 has not been created when record 5 is processed.

    • If no match is found, a new record is added for the referenced record.
    • If one record is found, an attachment is made to that record.
    • If more than one match is found, the matching records are displayed so that the correct record can be selected manually.
  • All records are imported (see Records screen for details).
  • A minimal log is generated containing setup options, results and a list of errors if any occur (see Report screen for details).

When Custom is selected on the Import Type screen of the Import Wizard, it is possible to change these default settings.

On the Import Type screen, click Next to continue.

Tip: Until the import commences by clicking Start on the Settings screen, you can return to a previous screen by clicking Back or cancel the import by clicking Close.

The Import Wizard leads you through the import. Which screen displays next will depend on whether the data file you are using is XML or not:

  • If your import data file is an XML file, the XSLT Processing screen will display.
  • If your import data file is not an XML, the Validate screen will display.