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--- pergamonmystic:linkedhelp:bison_text_importer [2021/10/06 18:13]
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+++ pergamonmystic:linkedhelp:bison_text_importer [2021/10/06 18:51] (current)
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@@ Line 28: / Line 28: @@
   * ** Use 1st Row as Headings** - Many CSV and TSV files, as well as many Excel files, use the first row to contain headings explaining what the fields mean in the file. By default, this check-box is on. If data seems to appear in the Header row of the results list, turn this check-box off.
+----
+==== Defining The Fields ====
+{{ :pergamonmystic:linkedhelp:mystichelp_bison_0004.jpg?200|}}
+Once the data sample is reading correctly and the rows in the results list seem correct, you need to define what each field actually means. While there may be a header row with human-readable text, this is not a row which can be interpreted by the importer. You need to match the field up with a known set of fields for the type of import that you are performing.
+Beneath the Header row is a second row initially containing the text **[> <None>]**. These are the field names as allocated to the importer for processing. **Right-click** each of these cells in turn to display a list of known fields for the import type being performed - select the appropriate field definition from the menu.
+If an imported field is redundant and is not required, leave the field definition as **<None>** to ignore the data.
+----
+==== Editing Minor Mistakes ====
+Once the final, full set of data is loaded and viewed, it is possible to make minor changes to data that is considered to be incorrect.
+It is recommended to perform these edits in an external editor or even better on the source application rather than here in the importer so as to ensure that the data is consistent in both applications.
+To edit a cell, select **[Edit Mode]** to fix the current state of the data. Double-click any cell which needs to be edited to display an editable text field.
+----
+==== Processing the File ====
+Once the data is in an acceptable state on screen, select the **[Next>>]** button to process the file using the selected configuration.
+In many cases the file can be process immediately and the data written into the database (common for Item imports), but for others you will be returned to the proceeding BISON Import dialog for finalisation.
+----
+===== Using Presets =====
+If you are ensured of a regular import file (unfortunately, this is rare), you can use the **Preset** system to save the configuration for future re-use.
+Once configured, use the **[Save As]** button to save the preset into the database.
+In order to select a pre-saved preset, select it from the drop-down pick-list at the top of the dialog.
+When selected, you can edit the settings and use **[Update]** to update the settings, or delete it using the **[Delete]** button.
+----
+===== Using Scripts =====
+In some cases, a single final field must be created by combining several fields together. In other cases, you may wish to process a field as it is being imported to change its nature, remove some common text, or change its case. For this purpose you can use a script.
+Scripts must be written in XojoScript (similar to VBScript) and can be edited using the **[View Script]** button.
+Scripts are saved with presets when the **[Save]** button is used.
+It is strongly advised to seek guidance when creating scripts, or otherwise request a script from Esferico support to perform the task required.
+**Note:** Scripts in this context are run in a sandbox and have a very limited scope. They can only modify the data being imported.

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