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Smart Classifier Import API Excel csv

We have a confiform which has a smart classifier field with source from a different form for values. How do we import data into the confiform for the field as we have 1000+ rows to be imported with numerous fields

Example:

Form 1: 3 fields (Region, Country, City)

Form 2: 2 Field (Location), defined as smart classifier referenced to fields in Form 1 and Building, etc, 

Form is working fine for new entries, but we would like to import records from a .csv file

What is the template / value we must have for location field while importing from CSV?

Europe, UK, London, Shard

We have tried different delimiters and it doesn't accept and we have tried changing the delimiter to | in order to avoid the , as delimiter but still fails.

Can you advise please?

 

1 answer

1 accepted

Hi

As any "smart" field in ConfiForms, the smart classifier holds a reference to records. Basically an ID (in the UUID format) to the record it references

When you import your data from CSV you import "internal" values, that means for smart fields we expect the UUIDs

Alex

Hi Alex,

Thanks for the swift response. 

(1) when we try to reference the id, it returns only the values as the fields in the source form are text fields. 

(2) The form where the smart classifier is defined, if we try to return the value of id as NWINVMGTLocation.id it returns blank

(3) Plus, when you import what is the delimiter you will use to denote the value set as defined "Asean and South Asia : Asean : Singapore : Singapore : Changi"

Sorry, if these are basic questions but just we are stuck as we have large dataset and this will help significantly

Below is the sample export of the form values (example)

Location NWINVMGT                                                  Location.MasterRegion.id
Asean and South Asia : Asean : Singapore : Singapore : Changi Business Park Asean and South Asia
Africa and Middle East : Middle East : United Arab Emirates : Abu Dhabi : Etisalat Africa and Middle East
Greater China and North Asia : North Asia : Taiwan : Taoyuan : LongTan DC Greater China and North Asia

I think there is a misunderstanding here... each record has a unique ID in ConfiForms

When you have smart fields in your forms then they are connected to some other forms, right? And when you store the value into one of such fields you actually store an ID of a record from a target referenced form.

This is something like 770477f1-bf16-4d0d-bc8a-50612253f3ac

And these unique "values" you need to import via Import API when you want to import a value to a smart field

Thanks Alex, this is excellent. we managed to import them (we did a sample and all well), Much appreciated on your quick assistance. 

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