Web Application Import

Dragon1 provides three applications for importing data:

On the Dragon1 Platform, you can import data from any type of file. Most commonly, users import MS Excel files by saving them first as .csv and next importing them as .csv on Dragon1.

How to Import Data from a CSV File

Do the following steps to import data from a CSV file using the Import application:

  • Log in.
  • Click 'Import' on the left side menu.
  • Click on the CSV button in the header or go to the Import CSV application (https://www.dragon1.com/import/csv)
dragon1 import application

Import Excel data using the Import application in Dragon1.

  • Click the 'Upload .csv file' button in the left top of the screen.
  • A file dialog appears, select the CSV file and click on the 'Open' button.
  • Select the correct file that is locally on your computer.
  • Sometimes you have to wait up to a minute for the browser to react after clicking on a button.
  • Note: Verify if your import data file has data headers. If not select the correct option for that.
dragon1 excel data preview

Preview of Excel data to be imported in the Import application in Dragon1.

  • The list on the screen shows the contents of the CSV file.
  • Below the list, the Cabinet, Dossier, and empty Folder need to be selected.
    First select the Cabinet, then the list of Dossiers inside the Cabinet is filled, When a Dossier is selected, the list with Folders inside the Dossier is filled.
  • Check in the preload screen if the file contains a unique ID field and the mandatory Name, Description, Class, and Type fields.
  • Select the correct Cabinet, Dossier, and Folder, you want the data to land in.
  • And if you have not provided a Class field, select the correct Class for the import. (We advise providing a class in the import data to prevent mistakes here.)
  • The user-defined fields that you provide in the import data, will be stored in the data attribute of the entity.
  • In models, views, and visualizations you can access the data in the data attributes.
  • Click on the 'Import' button.

The data is now imported and can be used.

If there are any problems or errors imported, these are shown on the screen.

Supported Import Formats

Dragon1 supports the import of the following data and file format via the import application:

  • CSV (.csv)
  • MS Excel .xlsx, .xls (via .csv)
  • MS PowerPoint .pptx, .ppt (saved as .pptx)
  • XML (.xml)
  • Dragon1 (.dragon1) and JSON (.json)

Required Configuration of the Import Data File

To have a smooth import of your data, you need to make sure that your import data has a certain data structure, such as Excel or CSV File (NOTE: an Excel Sheet must be first saved as CSV before you can import it here.).

A CSV File for import, must always contain column headers,

The required data structure for your data file is:

  • There is a column called uniqueid
  • There is a column called name
  • There is a column called type
  • There is a column called class
  • There is a column called description
  • There is a column called action, containing the word Insert, Update or Delete
  • Make sure that you use , (comma) as the field separator
  • Try not to make use of double quotes or single quotes in your data. This ensures the perfect import of your data
  • Do NOT use a column called ref or id
  • Optional column: bitmapimage
  • Optional column: title
  • Optional column: owner
  • All other columns of data you provide are treated as User Defined Data (UDF) and stored in the data field of an entity

 EXAMPLE CSV FILE FOR APPLICATIONS

 EXAMPLE CSV FILE FOR PROCESSES

 EXAMPLE CSV FILE FOR SERVERS INSERT

 EXAMPLE CSV FILE FOR SERVERS UPDATE

 EXAMPLE CSV FILE FOR SERVERS DELETE

Download the sheets, edit them to your likeness, and use them to upload your data.

If your data has user-defined attributes you can use whatever name for the column, but do not use single or double quotes, spaces, or hyphens in the name. Column names with only alphanumeric characters (a-z and 0-9), work best.

The uniqueid will be stored in the reference field on Dragon1. With this, we can detect updates to your data in later imports.

You can use different classes in a file (processes, applications, ...), but we advise creating and importing a data file per class.

dragon1 import data example

Import Data Example in Open Office.