CSV Import / Export

Modified on: Fri, 2 Jul, 2021 at 12:34 PM

Overview

From iTDS 4.0.0 the SQL dump backup mechanism has been replaced by CSV exports that are available on a per section/table basis.


To use this feature there are two buttons on the list page of each section which allows you to import and export rows for that section.

 

Export



To create a CSV export for a section you can click on the Export button on the top right corner of the page. By default, if a user does not select any item on the list, this action will export all items, if some items are selected, only those items will be exported.


The items will be exported and downloaded to a CSV file. The file name is formatted as follows: exported_<title>_<date>.csv, for example, an exported file for Transforms could be: exported_transforms_24.12.2020.920.csv.


Import



On clicking the Import button, a page will open where you can select a CSV file to import data.



A CSV file must follow the correct format, otherwise the import action will fail. The easiest way to generate a well-formatted CSV file is to use the export feature above.


Full server backup

To perform a full backup of the iTDS configuration, the following steps should be performed using the CSV export feature:

  1. Export Transforms
  2. Export Seeds
  3. Export Transform Settings
  4. Export OAuth Settings 
  5. Create a manual backup of all Entity names available on the iTDS by copying the text list found under the “Entity Management” section.
  6. Download all paired configuration files from the “Paired Configurations” section. See image below:


Note: It is recommended that users give the .mtz file the same name as the paired configuration name to avoid having to also record the old paired configuration name.


Restoring the exports

In the case that you are starting with a clean iTDS with no data and would like to import your backup CSVs, it is important to follow the import order below to ensure that the relationships between tables are correctly imported.

  1. First add all your Entity names from your manual export to the “Entity Management” section.
  2. Import OAuth Settings CSV.
  3. Import Transform Settings CSV.
  4. Re-add your paired-configurations from the export MTZ files.
  5. Import Seeds CSV.
  6. Import Transforms CSV.


Note: To ensure successful import, names should not include "." or "-" characters.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.