Data import/export

There are many ways to import or export data in Kafinea, from the most manual to the most automated. This record will be particularly useful if you are new to Kafinea and wish to import a large volume of data.

Manual data import via a .CSV # file

The most common method is to import a .CSV file and map the various items of information in this file to Kafinea fields. This is a three-step process.

1. Uploading a .CSV file

The first step is to load the .CSV file containing the data to be imported. You can specify whether or not the file contains a header line, as well as the character encoding and delimiter symbol (comma, semicolon, pipe or caret).

2. Duplicate management #

The second step lets you choose how to deal with the potential duplicates that will be created by the import of this new data. You can choose to overwrite the previous records, merge them with the new ones, or simply ignore their presence. You can also choose the fields that determine the correspondence between a line in your .CSV file and the record in Kafinea.

You can choose to skip this step.

3. Field mapping #

The third and final step allows you to map the columns in the .CSV file to the fields available on the record the module into which you have chosen to import data. If you're missing a field to which to map one of the columns in your .CSV file, you can create one via the layout manager. You can also set a default value for each of these fields. Finally, you can name and save your mapping by checking the Save this mapping box. This will enable you to reuse it when importing similarly structured .CSV files.

Then simply press the Import button and you're done!

Data import via API #

You can also import data using the Kafinea API. Once access has been granted to Kafinea via its API, the business software you use can inject data. This import can be initiated by a manual trigger or by automation with a certain periodicity or trigger. It can be an automatic export set up on the other system, oran automaticAPI call triggered by Kafinea workflows. For more information on how to use the Kafinea API to perform these manipulations, please refer to the dedicated documentation record .

Manual data export from Kafinea #.

At any time, you can manually export data previously created or imported into Kafinea in .CSV format.

Once you've clicked on More > Export, you'll be presented with several export options:

• Export selected records: this option will export only the record(s) checked in the active list when the Export button is pressed.
• Export data from current page: this option will export only the records present on the list page active at the time the Export button is pressed.
• Export all data: this option will export all the records the module from which you pressed Export.

While these features are useful for exceptional data processing operations, Kafinea's great strength lies in its automation and its ability to communicate with other systems via its API.

Data export via API #

You can export data using the Kafinea API. Once access has been granted via its API, Kafinea can communicate with the business software of your choice and supply it with data. This export can be initiated by a manual trigger or by automation with a certain periodicity or trigger. This can be an automatic export set up in Kafinea using workflows, or an automatic API call triggered by the business software you use. For more information on how to use the Kafinea API to perform these manipulations, please refer to the dedicated documentation record .