User Manual
User Manual
You can import data from your Excel or .csv files into your Ragic database, or export data from your Ragic database as Excel and .csv files.
If you don't see any of the options in the following instructions on your sheets, this may be related to the access rights you are granted. If you have any questions about the features that are available to you, please contact your SYSAdmin of your database account to check if you are configured with proper access rights.
In order to have Ragic map your information correctly to your entries, you will need to have a unique identification for each entry that we call the 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 with the .csv format 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 (|) or a comma character (,) to separate your values. (If the value itself contains a comma character, you should use a vertical bar character to separate them).
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. Ragic will match to the entries in your sheet according to the key value in the first column in the imported file.
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.
If you choose Update without creating new data, your existing data will be updated if you have entries with the same key value, and entries with key values which aren't in your database will not be imported.
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. |
| Execute validation check | Check if the field value meets the configured validation . If it doesn't, Ragic will skip that row during the import. |
| Import date values using browser time zone | When enabling "Import date values using browser time zone", the date values in your import file will refer to your browser's time zone. If this option is not selected, the date values would be considered in the UTC+0 time zone. |
| Check and disallow importing data to read-only fields | If the imported file contains read-only field values, those values will not be written into the database. |
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.
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.
For image upload field: If the number of records you'd like to download is within 100 and they contain image upload fields, the downloaded Excel file will automatically embed the images. However, if the number of records you'd like to download exceeds 100 and you don't set an exact number of records to export, the images will not be embedded in the Excel file.
For file upload field: Due to Excel's limitation of allowing only one hyperlink per cell, when there is only one file in the field, exporting to Excel will present it as a hyperlink with the file name and its URL. However, if there are multiple files in the field, due to the limitation, the file names and file URLs will be presented in a text format.
To export one entry, navigate to Tools under the form page instead.
The Printer Friendly option will display your data in a clear, ready to print format. 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.
You can switch to the record's other versions in the gear icon.
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.
