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Table Function: Updating Existing Records By Importing Records

In version 1.3.11.2 and later, you can use "Specify Key Column When Importing".

Overview

This section explains how to "Import" CSV data to update existing data and some points to note. Import the following CSV data.

Example of the CSV data to be imported

List screen with the imported records registered

A unique ID is assigned to each record registered in Pleasanter.

The data that was exported from the data that was imported earlier is the CSV file below.

CSV file exported after the import, which includes the ID column

Add and update data as follows. The three cells highlighted in green will be treated as updated rows, and the two rows highlighted in pink below will be newly added.

CSV data with updated cells highlighted in green and new rows in pink

Check "Update records with matching IDs" and import the updated CSV data.

Import dialog with "Update records with matching IDs" checked

List screen after the updates and additions were applied

If you then want to add one more column, adding a new row to the data imported earlier and checking "Update records with matching ID" before importing will result in duplication as shown below.
CSV data with one more row added

List screen where records have ended up duplicated

Records with blank "ID Column" will always be treated as new data, so if you are updating existing data and adding new data at the same time, you should either add the Pleasanter record ID to the existing data, or edit and add data based on the data exported from Pleasanter.