You can import Projects into farmerswife from a CSV file.
Modifying existing Projects is not supported.
- Prepare a CSV (comma separated) file in a spreadsheet application like Microsoft Excel or Numbers on Mac or use a text editor.
- Each row in the CSV file will be imported and created as a Project in farmerswife.
- Add the first row with the Label names to easily map them to the farmerswife fields. This first / header row will not be imported.
- Here is an example of how it could look like:
- If using Microsoft Excel, save the file as a “Windows Comma Separated” file.
- If you have trouble importing your file correctly (e.g. special characters not displayed properly), please try opening it using 'Numbers' on a Mac, instead of Excel. Then save the file through: Files > Export > CSV > TextEncoding: Unicode.
Available fields for mapping
- Client (contact first and last name)
- Closed (1 = closed, 0 = open)
- Invoice Note
- Name (Project Name)
- All farmerswife Project custom fields
You can import projects without specifying a Client. When opening the imported Project the first time in farmerswife, it will prompt you to “Check Your Client. Project Must Match And Link To Existing Client.” Click on the field Client and select an existing client or create and add a new one.
If a client is specified in the Project import file, then the client needs to exist already in farmerswife. Map the company name to the farmerswife Project field ‘Client’ and the contact name (first and last name) to the farmerswife Project field Contact.
Projects usually have unique numbers in farmerswife (there's a setting though in the Projects configuration where you can allow duplicate numbers!). When importing, Project numbers can be specified in the import file. If the specified number is not unique, because there is already a Project with the same number in farmerswife, the import will still work and the imported Project will get the duplicated number assigned. When opening the imported Project the first time in farmerswife, the system will automatically replace the duplicated Project number with the next highest available Project number in the system.
Use the format dd/mm/yyyy. Make sure Excel doesn't automatically re-format the values. Open the CSV file in a text editor if the date format needs to be edited because text editors do not apply automatic formatting.
1= flagged, 0 = not flagged, empty = tri-state
- The import can be done either at farmerswife Server level or from the Toolbox > Server Setup .
- If importing at Server Level: All Users need to log out before entering the farmerswife Server Setup or they will be disconnected.
- Run a Full Backup before starting.
- Then go to farmerswife Server Setup > Projects. Find in the top left corner the button to Import Projects.
- If using the Toolbox: Go to Toolbox Settings > Server Setup > Import Projects
- From both Server level and Toolbox the next steps are the same: Click on the Import Projects button to browse to the prepared CSV file and open it.
Toolbox > Server Setup
farmerswife server > Setup > Projects
- Select Separator Character. (Dependent on your local settings, commonly used are either "," or ";")
- The Import Projects window opens, where you need to map the columns from the CSV file with the available Project fields in your farmerswife system. Those are the farmerswife Project standard and custom fields.
- The Import Projects window shows all column names from the first row of your prepared csv file. Click on the selector widget next to it to see all farmerswife Projects fields that are available for mapping.
- Finish the import by clicking OK.
- As the import is done, a new window will show how many Projects have been imported or updated.
- The option “Clear All When Importing” at the bottom right corner will delete all existing Projects in the database upon the import.
- “Save” and “Load” mappings as templates.
With the option “Save” you can save the field mapping as a "file" on your computer. To use the template for further Project imports choose the option “Load”.