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* chore: some missing changes

Signed-off-by: mertmit <mertmit99@gmail.com>

* chore: sync refactored expanded form

Signed-off-by: mertmit <mertmit99@gmail.com>

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Signed-off-by: mertmit <mertmit99@gmail.com>
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Mert E.
2024-12-03 23:35:32 +03:00
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packages/noco-docs/docs/.135.extensions/030.upload-data-from-csv.md
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@@ -6,39 +6,49 @@ keywords: ['Import CSV', 'Import data', 'CSV import', 'Data import', 'CSV files'
---
## Overview
The Import CSV Extension in NocoDB allows users to import data from CSV files directly into existing tables. This tool helps in adding new records, updating existing ones, and efficiently mapping CSV columns to NocoDB fields.
The Import CSV extension in NocoDB allows users to import data from CSV files directly into existing tables. This tool enables you to efficiently add new records, update existing ones, and map CSV columns to NocoDB fields with precision.
## Importing Data
### Mode
The Import CSV Extension supports two modes of data import:
- **Add Records**: This option adds all records from the CSV file as new entries in the specified table.
- **Merge Records**: This option updates existing records based on a specified field (referred to as **merge field** in this context) in the CSV file.
### Modes of Import
The Import CSV Extension supports two modes of data import:
&nbsp; **1. Add Records**: Import all records from the CSV file as new entries in the selected table. No existing records are modified.
&nbsp; **2. Merge Records**: Update existing records based on a designated **merge field** (a unique field used for matching) while optionally adding new records. The available options under this mode are:
- *Create New Records Only*
- Only adds new records from the CSV. Existing records are not updated. New records are identified based on the merge field specified.
- *Update Existing Records Only*
- Only updates records that already exist in the table based on the merge field. New records are not added.
- *Create and Update Records*
- Adds new records and updates existing ones as needed. New and existing records are identified based on the merge field.
- Adds new records and updates existing ones as needed, based on the merge field.
**Merge Field** is field that will be used to match records from the CSV file with existing records in NocoDB table for the purpose of updating.
**Merge Field:** The merge field is the key field used to match records in the CSV file with those in the NocoDB table for updating purposes. Typically, this is the Primary Key or another unique identifier. Composite keys are not supported.
**Field Mapping:** You can select the fields from the CSV file to import and map them to the corresponding fields in the NocoDB table.
**Field Mapping:** Easily map CSV columns to corresponding fields in the NocoDB table. You have the flexibility to import only the fields you need.
### Steps
To import data from a CSV file into NocoDB, drag-drop (or upload) the CSV file into the extension area and follow these steps:
1. Select the table you want to import the data into. By default, current active table is selected.
2. Select the mode of import: **Add Records** or **Merge Records**. If you choose Merge Records, you will have to additionally
- Select "Import Type" :
- *Create New Records Only*,
- *Update Existing Records Only*, or
- *Create and Update Records*.
- Select "Merge Field". Merge field typically will be your Primary Key or a unique identifier. Composite keys are not supported.
3. **Use first record as header**: If the first row of the CSV file contains the column headers, enable this option to use them as the field names.
4. Map the CSV columns to the NocoDB fields.
5. Click on the **Import** button to start the import process.
### Steps to Import
Follow these steps to import data from a CSV file into NocoDB:
1. Drag and drop or upload your CSV file into the Import CSV Extension area.
2. Select the table you want to import the data into. By default, current active table is selected.
3. Choose the mode of import:
- **Add Records** or
- **Merge Records** with one of the following **Import Types**:
- *Create New Records Only*
- *Update Existing Records Only*
- *Create and Update Records*
4. Set the **Merge Field** (for Merge Records mode): Select the field that will be used to match CSV records with existing table records.
5. **Use first record as header**: If the first row of the CSV file contains the column headers, enable this option to use them as the field names.
6. Map the columns from the CSV file to the corresponding fields in the NocoDB table.
7. Click the **Import** button to start the import process.
![Import CSV](/img/v2/extensions/upload-csv.png)
Once you've configured the import settings and mapped your fields, NocoDB will process the CSV file and update the table according to your specified settings. A summary of new, updated, and unchanged records will be displayed at the bottom of the interface.
### Post-Import Summary
Once the import is complete, NocoDB will display a summary detailing:
- The number of new records added
- The number of existing records updated
- Any records left unchanged
This streamlined process ensures your data is imported accurately and efficiently.