# Import/Export


Import/Export: Table Of Contents


img

To access Import/Export functions, click Import/Export from the main Auction Dashboard menu.

img

You can import data from an XLS formatted worksheet into Auctria, and export data out of Auctria as an XLS formatted file, often used in an Excel worksheet or similar spreadsheet application.

IMPORTANT -- XLS formatted files ONLY
Currently, you can only import data from XLS formatted files.

If you have a file in the newer XLSX format, you can save it as an XLS file by clicking on File > Save As in most spreadsheet applications.

In the Save dialog box there will be a drop-down selector 'Save as type' (or something similar). Set this option to 'Excel 97-2003 Workbook (.xls)'


# Import Data

To Import Data into Auctria you will need to use an Excel XLS formatted worksheet.

Auctria Video 2018-09-12

# Import Process

# Prepare Your XLS Formatted File

To make the import process run smoothly and allow for fast auto-mapping, see Map Fields for Import.

# Import Your XLS Formatted File

On the Import & Export dashboard, click Import Excel Data block.

img

The Import Excel File dashboard will be opened.

Under Upload File, select the table that you want to import your data into and then click Upload File.

img

This will trigger a popup window where you can select your file.

img

Either drag your XLS formatted file onto the window; or, click Choose File to open a browser file picker window to find the file on your computer.

img

An example of an XLS formatted file being imported.

Auctria will display the data in your xls file on the Import Excel File window. You can allow Auctria to Auto-map the columns and then adjust individual columns as necessary, or you can manually map each column header.

# Run A Test Import

It's a great idea to run a test import first by clicking Perform Test Import!

Check the test import results and if changes are necessary, click Back to Import. If the test import looks good, click Perform Import.

img

When the import is done, a results summary of the import will appear.

img

# Allow Inserts And Allow Modifications

(advanced)

The Allow Inserts and Allow Modifications checkboxes tell the system what to do if it finds a record in the Excel file that you're uploading that already exists or does not already exist.

When importing records into a table, the program will attempt to line up existing records with the rows in the Excel file. It does this by matching the key/primary field in the table with each row. These fields are:

  • Item: Item#
  • Bidder: Bidder#
  • Donor: Name
  • Item Category: Name

If you are importing item records, and you have a row with the value of 123 in a column you mapped to Item#, and if there is already a record with the Item# 123, then the program will match these two up.

If the Allow Modifications checkbox is checked, the values of the other Excel fields will be written into the existing item. If you don't have this option checked, then no action will be taken for a matching record.

If the Allow Inserts checkbox is checked and Item# 123 does not already exist, it will be added.

img

# Modifying Data By Import

(advanced)

It is possible to modify existing data in Auctria by importing an Excel file that has the key field for the table mapped.

Auctria Video 2018-10-23

When you import bidders from an Excel file, if you have a bidder# column in your spreadsheet, and you map that column to the bidder# field, then the system will look for a matching bidder# for each row.

If there is a matching bidder in the system then this bidder will be modified with the information from the other mapped columns in the spreadsheet rather than inserting a new bidder.

If the bidder# is blank, or the bidder# does not exist in the system then a new bidder record will be created.

INFORMATION

The following lists the Key Field for commonly imported tables.

Table Key Field
Bidder Bidder#
Item Item#
Donor Name
Item Category Name

It is not possible to modify existing records when importing into the WinningBid or Payment tables.


# Export Data

You can export the following data from Auctria to an Excel file:

  • Item Details
  • Item Activity (bid, purchase, and donation information)
  • Bidder Details
  • Bidder Activity (bid, purchase, donation, and payment information)
  • Donor Details
  • Expense Details

For more export options, see Export Reports.

To access the export data functions, click Export Data.

img

The Export Data window appears.

img

To export data, click the appropriate button.

You will be prompted to save the xls file.

# Example: Item Details Exported File

img

# Modify Export Settings

To adjust the settings for your data export, click Export Settings.

The Export Settings window will appear.

To edit a section, click the Edit icon (pencil)

To save changes, click the Save icon (check mark) . To undo changes, click the undo icon (arrow).

img

Learn More


Reviewed: September 2022
Last Updated: 9/1/2022, 7:35:17 PM