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Importing & Exporting

Preparing your Import Files

For Ragic to map your information correctly to entries, you will need to have a unique identification that we call key field, such as "Product ID" for products, or "Customer No." for your customers. To make your database easier to use, let the first column of your import data be this type of key field.

Your file should have the first row as the headers of the fields. If you have other types of formatting such as logos or informational text on your first few rows, for your specific import file, you can remove these and save a version with field headers on the first row.

Ragic supports .xls .xlsx and .csv files. We recommend that you save your file as .csv for the best performance.

To import multiple values for your multiple selection fields, you can format your fields in the file you are importing with a vertical bar character (|) separating your values.

Importing your Data

Ragic has a convenient import wizard for users to import from their existing data from Excel or CSV files. To import from your files to Ragic, you can go to the listing page that you would like to import your data to, and choose Import Data From File under Tools. There will be a step-by-step wizard to guide you through the field mapping process as well as other configurations for the data to import correctly.

Upload your file.

Determine if your first row is the header. If so, Ragic will automatically determine how the data in this row will be mapped to your fields for the next step.

Check to see if all the target fields are correct. This is especially important if you have similar names for two seperate fields. You can also choose to ignore columns of data that you do not want to import. Note that the target field values should also be in the correct formatting, such as the date format. If you're importing into a "select user" field, you will need to have the user's e-mail that's used in Ragic instead of the username that you see to uniquely identify the person.

Choose the import policy to handle duplicated keys during your import. If you choose Create new entry, new entries will be created containing data with the same key values. If you choose Renew data, your existing data will be updated if you have entries with the same key value, and new entries will be created for the key values that aren't in your database. This type of import policy is especially useful when you are doing mass editing.

You can configure Advance Settings in Import Policy as well if necessary.

Advanced Setting Description
Fill in default field values If you have a configured default value in your sheet, please check this box so that the field value will be updated or populated with the import.
Execute link and load If there are sets of link and load configured on your sheet, please check this box to have the loaded fields auto-populated. Otherwise, the loaded fields will be left empty if the field values aren't included in your import file.
Recalculate all formulas Recalculate all formulas during the import.
Execute work-flow Execute work-flow, if any, in your sheet.
Execute not empty check Check if there are field values configured with the "Not Empty" feature. If there is no field value, Ragic will skip that row during the import.
Create detail history Show editing history in entry's information panel.
Execute validation check Check if the field value meets the configured validation . If it doesn't, Ragic will skip that row during the import.

If you're not importing into an existing Ragic sheet, you can also use the Excel or CSV file to create a new sheet as you import. Just choose "Create Form From Excel" in the "Tools" menu instead. This method is explained in detail here.

Creating a New Database Sheet by Importing Data

You can use an Excel or CSV file to create a new sheet as you import your data into Ragic, instead of creating the Ragic sheet first. (If you would prefer to build a Ragic sheet first, please check the normal process of developing Ragic sheets.)

Note. if your Excel file includes some formulas, it can't be auto applied to Ragic sheet when you create a new sheet by importing. You will need to manually add them to your Ragic sheet design. For the list of supported formulas in Ragic, you can refer to here.

You can create a new sheet by clicking on the + sign at the top of your page.

Name your new sheet and check the box Create new sheet with my Excel file. This will take you to the import wizard. The step-by-step wizard will guide you through the field mapping process as well as other configurations for the data to import correctly.

Pick a file from your computer to upload into Ragic.

Ragic supports .xls .xlsx and .csv files. We recommend that you save your file as .csv for the best performance.

For Ragic to map your information correctly to entries, you will need to have a unique identification that we call key field, such as "Product ID" for products, or "Customer No." for your customers. To make your database easier to use, let the first column of your import data be this type of key field.

Determine if your first row is the header. If so, Ragic will automatically determine how the data in this row will be mapped to your fields for the next step.

You can choose an initial field type for each field.

There are many other field types available in Ragic, and you can later edit your fields according to your own requirements.

The last step is to import your data and create your new sheet in Ragic. This step can take up to a few minutes if you have a lot of columns and rows in your spreadsheet.

Congratulations, you have now created your new database sheet in Ragic.

Importing Data into your Existing Subtables

Importing data to your existing subtables should be fairly simple. Firstly, you would have to create a linked form from your subtable. To do this, select New sheet from subtable under the Sheet Linking Tools in the Design Mode.

Apart from containing all the fields in the subtable, the newly created form sheet will contain an additional field named after the sheet containing your subtable. This field will show the main entry that this subtable entry belongs to. You should take care how this data is mapped while importing your data.

Importing to the generated form will populate the subtables in your original sheet according to this linked field.

Exporting your Data

Exporting Options

Ragic has many useful export options, that are accessible from the Tools Menu. Please note that if you're exporting many entries from the listing page with any method, the filter that is applied from searches will have effect on the records that are exported.

Download as Excel or Text Files

You can use the Download as Excel File or Download as Text File feature that could be accessed in the listing page of a form from Tools to export multiple entries.

You can choose if you want to export all fields, or only the fields that are displayed on the listing page from the download configuration, as well as the number of entries you would like to export.

To export one entry, navigate to Tools under the form page instead.

Printer Friendly Option

The Printer Friendly option will display your data in a clear way, ready to print. In the printer friendly configuration, you can choose to print your data as it is displayed on your listing page, or download individual entries as they look like on the form page.

Other Exporting Options

Learn more about the types of reports you can generate in Ragic here.

Our mail merge tool allows you to export your data in a specific excel template that you can upload into Ragic.

You also have the option to backup your entire Ragic database.

Exporting Data from your Subtables

The best way to export data from your subtables is outlined below:

1. Create a new sheet from your subtable with this linking type, this will generate a new sheet with all your subtable values from all of your entries in that subtable, spanning different records.

2. Add other necessary fields If necessary, you can add stand-alone fields from your parent sheet with the link fields from parent sheets method. This way you can export your subtable data with other fields that are related.

3. Export your data from your new sheet Exporting data from the new sheet is just like exporting from a regular sheet.

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