Symptom / Need

I need to import previously exported records into wolkvox CRM to restore data after an error or data loss, ensuring the import is performed safely and correctly.

Context / Scenarios

This Wolkvox CRM feature is designed to import records as a backup, not to import new records into the module. It is ideal for restoring data that has been lost or corrupted due to a system error. The tool is accessible through the module's export settings and requires a CSV file with a specific structure and format to ensure data integrity. It is crucial that the file to be imported has been previously exported from the CRM itself.

Important considerations for import

• File Format: The file must be in CSV format with UTF-8 encoding.
• Separator: You must use a semicolon (;) as a field separator.
• Headers: The file headers must be exactly the same as those originally exported.
• Record Limit: The file cannot exceed 100,000 records.
• Mandatory Requirement: The _id field is required and must contain a valid value. Unique values cannot be duplicated in the file.
• Special Fields: Attachment fields are ignored during import. Date fields must be in the format YYYY-MM-DD HH:mm:ss, and JSON fields must retain their original structure.

Answer (Solution / Recommendation)

To import records as a backup into wolkvox CRM, follow these steps:

Access the Module Import section:

1. In the left side menu, click the button with the gear icon (Settings).
2. Then, click on the "General" tab.
3. Within the "General" section, click on the "Export Modules" tab.
4. Make sure you are on the "Import" tab.

Configure the import parameters:

• "Select Module" Field: Choose the module into which you want to import the records.
• "Notify Email" field: Enter the email address to which notification of the import result (success or error) will be sent.
• "File" field: Select the CSV file containing the data to import.
• "Run in background and send by email" checkbox: If you enable this option, the import will run in the background and you will be notified by email upon completion.
• Once you have configured all the fields, click the " Import " button to begin the process.
• Note: It's important to keep in mind that this process cannot be reversed. If the records already exist, the import will update them with the information from the uploaded file.