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content/en/docs/refguide/modeling/integration/use-excel-documents/import-excel-documents.md

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@@ -28,7 +28,7 @@ Before you can start importing data into your application, set up the data struc
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1. Create the following domain model:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/domain-model.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/domain-model.png" class="no-border" >}}
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Create an enumeration for the **OrderStatus** attribute with the values **Open**, **Processing**, and **Complete**.
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1. Create the following microflow and name it **IVK_ParseStatus**.
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{{< figure src="/attachments/howto/integration/importing-excel-documents/microflow.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/microflow.png" class="no-border" >}}
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2. Set the **Return value** as follows:
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4. Click the menu item for the **MxObjects_Overview** in your navigation.
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5. Select the module that contains the objects you want to use in your client by checking the box to the left of it. In this example, the module is **MyFirstModule**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/module-example.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/module-example.png" class="no-border" >}}
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6. Click the button next to **Synchronize all entities and microflows of checked modules on the left**. Now, the two objects and the parse microflow from the **MyFirstModule** module can be seen and used in the client.
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@@ -78,26 +78,26 @@ Before you can import data from an Excel File, you have to set up an import temp
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In this section, you will import data from a simple Excel file example, which can be downloaded here:
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{{% button color="info" href="/attachments/howto/integration/importing-excel-documents/sample-excel-file.xlsx" text="Download Example" title="Download sample Excel template" %}}
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{{% button color="info" href="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/sample-excel-file.xlsx" text="Download Example" title="Download sample Excel template" %}}
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Based on the structure of the file you want to import, you need to manually set up your template by following these steps:
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1. Click the menu item for **ExcelImportOverview** in the navigation of your app's home page.
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2. Click **New Template**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/new-template.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/new-template.png" class="no-border" >}}
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3. Name the template.
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4. Click the arrow next to the **Mendix object** box.
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5. Double-click the **Customer** object:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/customer-object.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/customer-object.png" class="no-border" >}}
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6. Click the arrow next to the **Reference to import objects** box.
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7. Select the **MyFirstModule.Customer_XLSFile** association. By setting the association to the XLS file, the XLS file is saved on disk and the imported data is linked to the source file.
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8. Make sure **Import Action** is set to **Synchronize objects**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/sychronize-objects.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/sychronize-objects.png" class="no-border" >}}
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{{% alert color="info" %}}For this example, you use a simple Excel file that has only one sheet and column headers on the first row. If a more comprehensive Excel file is used, you can change these values in the **Sheet nr**, **Header row nr**, and **Import from row nr** fields.{{% /alert %}}
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12. Select **Attribute** for the **Type**.
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13. Click the arrow next to the **Attribute** box:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/attribute-box.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/attribute-box.png" class="no-border" >}}
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14. Double-click the **Attribute** to which you want to map the Excel value:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/double-click-attribute.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/double-click-attribute.png" class="no-border" >}}
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15. Repeat steps 9 to 14 above for each attribute of the **Customer** object.
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* For the mapping of attribute **Name**, set the **Key** value to **Yes** to prevent a customer from being duplicated.
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{{< figure src="/attachments/howto/integration/importing-excel-documents/repeat-attribute.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/repeat-attribute.png" class="no-border" >}}
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{{% alert color="info" %}}If the mapping is set up correctly, a green check appears in front of the row.{{% /alert %}}
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6. For the mapping of attribute **Number**, set the **Key** value to **Yes, only for the associated object** in order to prevent orders from being duplicated.
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7. Click **Save**.
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{{< figure src="/attachments/howto/integration/importing-excel-documents/save-order-attribute.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/save-order-attribute.png" class="no-border" >}}
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17. For the mapping of the **OrderStatus** attribute, the Excel file value needs to be parsed to an enumeration value. To achieve this, use the **IVK_ParseStatus** microflow (created in the [Preparing the Logic for Data Import](#preparing) section above). Click the arrow next to the **Parse with** box and select the **IVK_ParseStatus** microflow:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/mapping-attribute.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/mapping-attribute.png" class="no-border" >}}
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18. Save the import template.
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1. Click the menu item for **ExcelImportOverview** in the navigation of your app's home page.
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2. Go to the **Import files** tab and click **New**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/import-file.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/import-file.png" class="no-border" >}}
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3. Select the template you just created.
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4. Click **Browse**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/browse-file.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/browse-file.png" class="no-border" >}}
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5. Select the example Excel file you downloaded and click **Save**.
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6. Click the Excel file under **Filename** to select it, then click **Import file**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/confirm-import.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/confirm-import.png" class="no-border" >}}
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7. Click **OK** when the import has finished.
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## Automatically Creating an Import Template via an Excel File
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In this section, you will create the same Excel template in an automated way, which you can do using the specific **New template by excelfile** button. You can use this same Excel file example:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/download-example.png" link="/attachments/howto/integration/importing-excel-documents/sample-excel-file.xlsx" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/download-example.png" link="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/sample-excel-file.xlsx" class="no-border" >}}
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Follow these steps to create the import template via the Excel file:
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1. Click the menu item for **ExcelImportOverview** in the navigation of your app's home page.
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2. Click **New template by excelfile**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/new-template-excel=file.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/new-template-excel=file.png" class="no-border" >}}
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3. Select the example Excel file you downloaded.
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4. Define the **Sheet nr**, **Header row nr**, and **Import from row nr**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/define-sheet.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/define-sheet.png" class="no-border" >}}
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5. Click **Save & next**. This will automatically create a row for every header of the Excel file:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/save-and-next.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/save-and-next.png" class="no-border" >}}
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6. In the top section of the page, click the arrow next to **Mendix object** and select the **Customer** object type:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/select-object.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/select-object.png" class="no-border" >}}
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7. Under **Connect columns to attributes**, click **Connect matching attributes**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/connect-matching-attributes.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/connect-matching-attributes.png" class="no-border" >}}
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This will automatically match attributes of the selected Mendix object that have the same name as the **Caption**.
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1. Click the menu item for **ExcelImportOverview** in the navigation of your app's home page.
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2. Click the Excel template you created in the [Creating the Import Template](#creating) section above to select it, then click **Export template** and save the file on your computer:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/export-template.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/export-template.png" class="no-border" >}}
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3. Import the file you just downloaded by clicking **Import template**, selecting the file, and clicking **Import**:
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{{< figure src="/attachments/howto/integration/importing-excel-documents/import-template.png" class="no-border" >}}
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{{< figure src="/attachments/refguide/modeling/integration/use-excel-documents/importing-excel-documents/import-template.png" class="no-border" >}}
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You have now imported a complete import template.
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