Projetex Operations > Import > Importing Database

Before you begin importing data, switch to offline Projetex database and launch Projetex Import Utility. One way to do so is to run the following executable:

C:\Program Files\AIT\Projetex 9\Projetex Server\Import\Projetex7Import.exe

Alternatively, use Windows Start menu to run Projetex Import Utility on server PC.

1. Preparing to import

Select the type of information you want to import: client information or freelancer information.

Select the format of source data file you are going to import.

Specify path to the source file you are going to import data from.

2. Target fields in Projetex database

Target fields are the fields in Projetex database where you are importing data. For example, Client name is a target field. Below are some basic recommendations on how to prepare fields for importing. The import procedure itself is described in step 3.

1. If possible, split up the data according to the fields available. Information from one source file field must correspond to one field in Projetex database.

Example:

If you have all the address information (country of residence, primary address, secondary address, and so on) stored in one field or column of the source file, split this data into several columns: country, address1, address2. If there are no appropriate fields for some piece of information, you can add the necessary fields manually: shut down the utility first and then add all necessary fields with the help of Custom Fields section of Projetex Server Administrator.

2. The newly created custom fields should appear at the end of the Target Fields in Projetex Database list. If the fields do not appear, please check whether they were created correctly using Projetex Server Administrator.

Price Group, Price Service, Price Unit and Price Value fields were added to enable importing clients/freelancers prices. Price Value cannot have negative value. Only one column should correspond to Price Service field.

Example:

If its value is a language pair, like “English => French”, the string should be a single whole, not “English” in one column and “French” in another column. Price Group field is not mandatory, as its value is set "Translation" automatically, if other is not specified.

3. Clients can have more then one price (more then one service in other words). In this case, add additional line per each of the prices.

Example:

Supposing you need to import information about a client, which has two prices: English => French price and English => Japanese price. To import these prices under the same client, you need to duplicate the information about this client a number of times equal to the number or price records (services):

Client	...	Language Pair	Units	Price
Alter Ego Solutions	...	English => French	words	0.01
Alter Ego Solutions	...	English => Japanese	words	0.12

To avoid creating two "Alter Ego Solutions" client records in Projetex database, set Import Mode to Import New and specify the list of fields, by which it can be determined that current client has been already imported and only price data should be imported now.

3. Linking source document to target fields

Import Utility will import data from certain area of your source document to certain field in Projetex database. Thus, the most important importing step is linking data in your document to certain field in the database. Linking procedure may vary, depending on the source document type.

4. Regional settings: Base Formats

Adjust regional settings on Base Formats tab so that Projetex Import Utility could recognize separator symbols in dates and numbers, date formats and other regional-specific settings used in the source document:

Decimal separator – set a character, which delimits the decimal parts of the numbers in source file.

Thousand separator – set a character, which separates the digit groups in the source file numbers.

Date separator – set a character, which separates the groups of dates in source file.

Time separator – set a character, which separates the groups of time strings in source file.

Short date, Long date, Short time, Long time – use these fields to set the date and time formats used in source file.

Boolean True – set some variants of TRUE value representation in the source file, e.g. 'Yes' or '+'. Use new line for each new variant.

Boolean False – set some variants of FALSE value representation in the source file, e.g. 'No' or '–'. Use new line for each new variant.

Null Values – set some variants of null value representation in the source file, e.g. '0' or 'Empty'. Use new line for each new variant.

5. Regional settings: Data Formats

You can customize format of each field being imported. Select the field in the field list on the left and set its format using the settings to the right.

Generator value – use this edit field to set the initial value of the autoincrement field.

Generator step – set the step of the autoincrement field. For instance, if Generator value field is set to 2 and Generator step field is set to 1, then first imported line will contain "2" in this field, second will contain "3" and so on. If Generator step field is set to 0, then the value of the generator will be ignored.

Constant value – use this option to set the constant value of the field.

Null value – set the value, which Projetex Import Utility should read as NULL value.

Default value – set the value which will be inserted in the database by Projetex Import Utility instead of NULL value.

Left quote – set a character or a number of characters, which denote opening quotation marker in the imported string.

Right quote – set a character or a number of characters, which denote closing quotation marker in the imported string.

Quote action – select Add to add quotation marks to the imported string, Remove to remove all the quotation marks from the imported string, or As Is to save the original quotation marks. As is option saves the original string char set.

Char case – set the case of the imported string. As Is saves the original string, Upper sets the whole string to upper case, Lower sets the whole string to lower case, UpperFirst sets the first letter of the string to upper case, UpperFirstWord sets the first letter of each word to upper case. As is option saves the original string char set.

Char set – change the character set of the imported string to ANSI or OEM. As is option saves the original string char set.

Use Replacements part of the dialog box to set the replacement list for the selected field. Click button to add an automatic replacement rule. Each rule will replace value entered in Text to find field with the one entered in Replace with field.

Example:

Set the following replacements for the field 'Continent':

Text to find: 'South America', Replace with: 'S. America'

Text to find: 'North America', Replace with: 'N. America'

This means, that all the values 'South America' of the field 'Continent' will be replaced with values 'S. America', and values 'North America' will be replaced with 'N. America' respectively.

6. Selecting columns to import

Import Mode includes the following settings:

•	Insert All: inserts all the records from the source file to the target object.

•	Insert New: Inserts records which are not in the target object yet, others are skipped.

•	Update: Updates those records that already exist in the target object, others are skipped.

•	Update Or Insert: Updates existing records and inserts new records.

All options except Insert All, require specifying the key fields, by which Projetex Import Utility determines if Projetex database contains this record already. Usually client name and country are selected.

Import all records option – check this option to import all records from the source table.