Importing Data

The Import module allows you to bring data into Deepser from external files such as CSV and XLSX. You can configure field mappings, use scripting hooks to transform data before and after each row, and set up global imports for non-admin operators. This section covers import creation, data binding, and advanced scripting techniques.

Articles

• Import FundamentalsOverview of the Import configuration form, including all available fields and their meanings.
• Import CreationStep-by-step guide to creating a new import procedure, including file type and header settings.
• Import Basic Data BindingMap columns from your import file to Deepser entity fields using the Field Config binding area.
• Before RunUse the Before Run hook to execute code before an import starts processing rows.
• Before RowUse the Before Row hook to transform or validate data before each row is imported.
• Import After RowUse the After Row scripting area to run PHP code after each imported record is saved.
• Import Binding a CompanyBind a company by name during import and automatically create it if it does not exist.
• Import Binding the Date ValuesConvert date formats during import to match the Deepser database format.
• Import Binding the Type ValueResolve a human-readable type name to its database ID during import.
• Import Binding the Unique Field CodeTrim and safely bind key fields like CODE during import.
• Global ImportAllow non-admin Operators to run pre-configured imports using the Global Import feature.