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Summary
Admin Users can access the Imports/Exports function to export and import batch data. For example, a User could export their organization's E911 data to a local PSAP (Public Safety Answering Point) in order to update critical service location information. Similarly, a User could import monthly billing details from their organization's cellular carrier.
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Exporting Data From the System
- Navigate to the Export Files grid by opening the 'Admin' tab and clicking on the node labeled 'File Management'. Click on the node labeled 'Export Files'. Admin > Imports/Exports > Export Files
- Click the row containing the information you want to export.
- Click the Generate Export File button.
- You can choose to View Export or Download Export file.
Adding a File For Export
To Export a file, Users must first add the file as an item on the Export Files grid. Click the 'Add' button located on the Grid Toolbar above the Export Files grid.
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Once these required fields have been satisfied, click the 'Save New' button . The new header/footer will appear on the 'Headers/Footers Line' grid.
Editing a File For Export
Users can edit existing files for export by double-clicking on an item in the File Exports grid.
This opens the data entry form. Once all required fields have been fulfilled, click 'Save' to make changes permanent.
Deleting a File For Export
To delete one or more existing files for export, highlight each item to be removed and click the 'Delete Selected' button on the Grid Toolbar above the Export Files Grid.
Importing Data to the System
To Import a file, Users must first define the nature of the data to be Imported. Since a single file often contains multiple types of information, the User must define the format of the file itself, allowing the PCR-360 application to process the data using the same format as that implemented by the external file. These Import Formats all related to specific things that can be imported. A list of all the definitions that can be utilized can be found in the Imports wiki.
Import File Formats
Navigate to the Import File Formats grid by opening the 'Admin' tab and clicking on the node labeled 'File Management'. Click on the node labeled 'Import Files'. Then click on the node labeled 'Import File Formats'. To add a new import file format, click the 'Add' button on the Grid Toolbar above the Import File Formats Grid.
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The process of assigning User Defined Fields in Conditional Logic can be found in this link:
https://confluence.pcr.com/pcr360/2.1.4.7/administration/imports-exports/imports
Header Lines Tab
If you specified either Header or Footer lines in the Manage Import File Format in Tenant form, the Header Lines Tab will appear. These headers and footers may be defined by pressing the Header Lines tab. The data entry form is displayed.
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