Bulk Data Imports

5 min

Bulk data can be imported in both Open Source and In Cloud/Docker, but the range of methods differs slightly, see below for what your version can do

Essential Cloud and Essential Docker give a number of options for importing data into Essential:

  • Import Utility – used to import excel spreadsheets into Essential Cloud
    • Select the Import Utility, you will be logged in automatically
    • The import utility allows you to use pre-defined Essential spreadsheets and imports specifications or create your own import
  • XML Import – used to send data into Essential via the XML service, again you can leverage this for integrations with other systems
  • Data Import – used to apply a data update pack (DUP), usually produced via the Import Utility
    • Ensure you are in the correct repository, shown in the bottom left hand corner
    • Select the DUP you want to import and click apply.
    • The updates will be added directly to the repository so it is advisable to test this first in one of the repositories that is not your production version and take a snapshot prior to applying the updates
  • Protégé Import – used to import an existing Protégé project into Essential (useful of you are migrating from Open Source)
    • Ensure you are in the correct repository, shown in the bottom left hand corner
    • Select the project you want to import, it needs to be the zip file of pprj, pins and pons files
    • Templates carry information about the repository, for example form layouts. You can choose to bring these in with the repository
    • You can choose to bring the template from an existing repository or choose a pre-defined template and whether you want to use the labels from the template or the protégé project

Essential Open Source gives access to the following options for importing data into Essential:

  • Import Utility – used to import excel spreadsheets into Essential Open Source
    • Sign in to your Import Utility
    • The import utility allows you to use pre-defined Essential spreadsheets and imports specifications or create your own import
  • XML Import – used to send data into Essential via the XML service, you can leverage this for integrations with other systems
  • Data Import – used to apply a data update pack (DUP), usually produced via the Import Utility
    • Select the Essential Update tab
    • Select the DUP you want to import and click apply.
    • The updates will be added directly to the repository so it is advisable to test this first
Full instructions on using the Import Utility for Essential Cloud, Essential Docker and Essential Open Source can be found on the import utility page

Updated 22 October 2024

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