{"id":3469,"date":"2015-09-09T20:10:03","date_gmt":"2015-09-09T20:10:03","guid":{"rendered":"https:\/\/alt2.minisoft.com\/support\/?p=3469"},"modified":"2018-07-23T23:08:46","modified_gmt":"2018-07-23T23:08:46","slug":"importing-csv-records","status":"publish","type":"post","link":"https:\/\/c002.minisoft.com\/support\/importing-csv-records\/","title":{"rendered":"Importing CSV Records"},"content":{"rendered":"<p>To\u00a0import CSV (Comma Separated Values) records into eFORMz, create a variable for each element of the\u00a0CSV file.<\/p>\n<p>1. Open the Composer and create a new project by selecting <em>File &gt; New Project<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV1.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3470\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV1.png\" alt=\"CSV1\" width=\"240\" height=\"167\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV1.png 240w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV1-150x104.png 150w\" sizes=\"(max-width: 240px) 100vw, 240px\" \/><\/a><\/p>\n<p>2. Right click the project and select\u00a0<em>Add Preprocessor &gt; Flat File Parser<\/em> to add the preprocessor.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3471\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2.png\" alt=\"CSV2\" width=\"468\" height=\"476\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2.png 468w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-295x300.png 295w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-147x150.png 147w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-75x75.png 75w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-48x48.png 48w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-250x254.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV2-177x180.png 177w\" sizes=\"(max-width: 468px) 100vw, 468px\" \/><\/a><\/p>\n<p>3. Set the following values and click <em>OK<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3472\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3.png\" alt=\"CSV3\" width=\"422\" height=\"292\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3.png 422w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3-300x208.png 300w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3-150x104.png 150w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3-250x173.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV3-260x180.png 260w\" sizes=\"(max-width: 422px) 100vw, 422px\" \/><\/a><\/p>\n<p>4. Right click the project and select\u00a0<em>Add\u00a0Page<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3474\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a.png\" alt=\"CSV4a\" width=\"264\" height=\"290\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a.png 264w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a-137x150.png 137w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a-250x275.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4a-164x180.png 164w\" sizes=\"(max-width: 264px) 100vw, 264px\" \/><\/a><\/p>\n<p>5. Navigate to the\u00a0<em>XML Input<\/em> tab and set the following properties.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3473\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4.png\" alt=\"CSV4\" width=\"374\" height=\"252\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4.png 374w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4-300x202.png 300w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4-150x101.png 150w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4-250x168.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV4-267x180.png 267w\" sizes=\"(max-width: 374px) 100vw, 374px\" \/><\/a><\/p>\n<p>6. Right click the page and select\u00a0<em>Add\u00a0Form<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3475\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5.png\" alt=\"CSV5\" width=\"241\" height=\"297\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5.png 241w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5-122x150.png 122w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5-146x180.png 146w\" sizes=\"(max-width: 241px) 100vw, 241px\" \/><\/a><\/p>\n<p>7. Select <em>Blank<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5b.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3476\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5b.png\" alt=\"CSV5b\" width=\"237\" height=\"161\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5b.png 237w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV5b-150x102.png 150w\" sizes=\"(max-width: 237px) 100vw, 237px\" \/><\/a><\/p>\n<p>8. In the Viewer, select <em>Open Data &gt; From File<\/em> and bring in\u00a0the CSV file. The variables will be\u00a0added to the project.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3477\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6.png\" alt=\"CSV6\" width=\"235\" height=\"236\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6.png 235w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6-150x150.png 150w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6-75x75.png 75w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6-48x48.png 48w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV6-179x180.png 179w\" sizes=\"(max-width: 235px) 100vw, 235px\" \/><\/a><\/p>\n<p>9. In the Viewer, right click <em>Record &gt; Add Variables<\/em> to add the variables to the form.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3478\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7.png\" alt=\"CSV7\" width=\"317\" height=\"333\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7.png 317w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7-286x300.png 286w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7-143x150.png 143w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7-250x263.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV7-171x180.png 171w\" sizes=\"(max-width: 317px) 100vw, 317px\" \/><\/a><\/p>\n<p>10. Rename the variables in the form to meaningful names. To do this, right-click a variable and selecting <em>Rename<\/em>.<\/p>\n<p><a href=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8.png\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3479\" src=\"https:\/\/alt2.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8.png\" alt=\"CSV8\" width=\"344\" height=\"390\" srcset=\"https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8.png 344w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8-265x300.png 265w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8-132x150.png 132w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8-250x283.png 250w, https:\/\/c002.minisoft.com\/support\/wp-content\/uploads\/2015\/09\/CSV8-159x180.png 159w\" sizes=\"(max-width: 344px) 100vw, 344px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To\u00a0import CSV (Comma Separated Values) records into eFORMz, create a variable for each element of the\u00a0CSV file. 1. Open the Composer and create a new project by selecting File &gt; New Project. 2. Right click the project and select\u00a0Add Preprocessor &gt; Flat File Parser to add the preprocessor. 3. Set the following values and click [&hellip;]<\/p>\n","protected":false},"author":75,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[425,111,110,109,424],"_links":{"self":[{"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/posts\/3469"}],"collection":[{"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/users\/75"}],"replies":[{"embeddable":true,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/comments?post=3469"}],"version-history":[{"count":1,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/posts\/3469\/revisions"}],"predecessor-version":[{"id":3480,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/posts\/3469\/revisions\/3480"}],"wp:attachment":[{"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/media?parent=3469"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/categories?post=3469"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/c002.minisoft.com\/support\/wp-json\/wp\/v2\/tags?post=3469"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}