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Import / Export farmerswife Objects Format CSV File

Farmerswife allows you to Import/ Export Objects, Activities ,Classes, Resources or modifying the existing ones, by using a csv file (in Excel or Numbers). 

 Important: Take care when entering or modifying the information prior to an import; "wrong" entered data can cause the import to crash. To avoid "wrong" data: keep the same format as in the reference files and take care when copy pasting information from other files; they might contain so called "Gremlin" characters which can cause the WIFE Client to crash after the import.

Recommended steps on how to proceed when importing Objects in an empty database:

  • If you plan to rename Object Types or use and Language String Operators, first set them up.

  • Add all Object Custom Fields and Object Custom Field Templates and keep exact naming in the import files.

  • First import Object Classes that will be treated as Parent Classes, and have icons already assigned to them, otherwise they will all have the same default icon.

  • Import Object Classes, and connect them to the existing Parent Class you imported in step 1.

  • Import Activities of the Classes with the same sheet.

  • Import Objects, and connect them to the existing Object Class that you imported in step 2.

How to import/ export

Go to Import/ Export from the drop down menu.

  • Update Object If Name Matches When Importing: by default turned OFF. Do not use unless recommended by farmerswife support. Should/will only be used if you intend to import the same list of objects multiple times in a row to update the Objects immediately without exporting the objects with their assigned ID. However usual procedure is to import, then export Objects with assigned ID and import again.
    When importing new Users with an already existing name and having the importer setting “Allow Updating Object If Name Matches When Importing” is NO, the name is changed to be unique e.g. “Peter (2)” etc. which is important to ensure to keep unique Nick Names for Users.

  • Import: opens the file browser for you to choose the import CSV file.

  • Export: first select one or multiple Objects. Choosing Export will open file browser for you to save the file, and then it will open with the default spreadsheet application. Each created or imported Object will get an ID number in farmerswife, so when you are exporting a selection of Objects to make multiple changes in the list, and then reimport, farmerswife will match theObjects by its ID and only update the values that have been changed.

Preparing the Import Files

Prepare the Object Custom Field templates prior to import

Prior to the import make sure to add all the Object Custom fields and save as Object Custom Field template/s. You can setup different Custom Field templates with different fields and apply to your Objects.

Prepare the import CSV files

Prepare the list/s with Objects and save as CSV file/s. We recommend to prepare and import separate lists per each Type.

Download from our Knowledge base or copy from farmerswife Server installation folder~/html_templates/other/object_importer/object_importer_example_2016_V5.

Add all Object Custom fields and the corresponding template name to the sheet as column headers. See “Equipment/Machine Details” example in the example files.

To get the correct naming and a quick list of all fields, we recommend to create one Object per Type, assign the corresponding template and export to get the matching export/import file created.

Values / Column description available for import/export

  • ID* (Column header has to be with *): Leave empty and don't modify if an id exists, fw uses this to know how to update an existing object in case data came from an export. This column must exist or importer will fail.

  • Name* (Column header has to be with *): Object’s Name. This must be defined or row will be ignored. This column must exist or importer will fail. If Names are identical only the last of the identical Objects will be imported UNLESS different Inventory Numbers are given to the Objects.

  • Type: write the exact same Type name as shown in the Type selector. If a type is misspelled or can't be recognised during import, fw will ask upon importing where Objects should be added if the Type is not matching.

  • Division: type the Division name the Object should be assigned to, as it's entered in the Server Setup > General Tab.

  • Activities: Only for Classes, Groups, Users, Objects, not Extras, Time Units or Media Orders. Separate with comma for multiple Activities e.g.: Editing, RedKit2. The Activities can be imported in separate Rows within the same import file to be able to assign them Rates, Icon, Confirm Note. See Rows 4-6 for examples. If the separate Activity Rows are not added, the comma separated Activities will be added regardless to the Object/Class but without Rates etc.
    If using Activities on Object Classes, first list the Class and underneath the Activities, each in a separate Row. See import example. If using Activities on the Object itself, list them below the Object Row. See import example for further explanation.

  • Object Classes: Type existing class names or a new name, if farmerswife fails to find a class with that name it will create one for you. Comma separate multiple Classes that the Object should belong to e.g.: Avid Suites, Suites, Offline

  • Parent Object Class: when importing a list of Classes you can define the Parent Object Class. Only one Parent Class can be listed.

  • Groups: Type existing group names or a new name, if farmerswife fails to find a group with that name it will create one for you. Comma separate multiple Groups that the Object should belong to e.g.: RedKit1, RedKit2

  • Inherit Rate From Object Class: set to 1 IF the Object should inherit the rates of an Object Class. If the assigned Classes have Activities, they will be shown in the 'Advanced' Preferences of the Object if this option is enabled.

  • Buy: Buy Hour/Unit Rate of the Object

  • Sell: Sell Hour/Unit Rate of the Object

  • Day Buy: Buy Day Rate of the Object

  • Day Sell: Sell Day Rate of the Object

  • Default Is Day Rate: If the Object’s default rate is Day or Hour (checkbox next to day/hour rates in Object/User setup). Default is No.

  • Active: set to 1 for setting the Object Active = Yes. Set to 0 for Active = No. If empty > on import will be set Active=Yes.

  • Note: the Note of the Object

  • Confirm Note: Note that appears at the moment of Booking the Object (not for Extras)

  • Icon: Any existing farmerswife icon name e.g. “burger”, “hammer”, “monitor etc. Leave empty for default generic icon.

  • Ref: Object’s Reference number, often this is what is used when exporting and referencing this object in a external financial system.

  • Inventory Number: must be unique. If you’ve two objects with the same Inventory Number, only the last Object will be imported (each Object will be overwritten by the next one with the same number, thus only the last remains). Is 'Number' for Users upon import.

  • Causes Conflict: If Disabled this Object can take multiple confirmed booking allocations and also when dispatching the object it can be checked out even if its already out e.g.; Virtual Objects like Cables, Batteries. System default is “Yes”

  • Tax: If Tax is Applied to this Object when billing. System default is “Yes”

  • Custom Fields Template: Must match the name of an existing Object Custom Field template. Remove this column unless you really need it.

  • First Name: Only for Users and Resources.

  • Last Name: Only for Users and Resources.

  • Company Name: Only for Users and Resources .

  • Email: Only for Users and Resources.

  • Units Name: Only for Users and Resources.

  • Unit Name: Only for Users and Resources.

  • Address: Only for Users and Resources.

  • Title: Only for Users and Resources.

  • Phone Home: Only for Users and Resources.

  • Phone Direct: Only for Users and Resources.

  • Phone Work: Only for Users and Resources.

  • Phone Mobile: Only for Users and Resources.

  • License Type: Only for Users and Resources. Can be "Web" or "Advanced" Menu Group: Only for Extras

  • Allow Multiple Checkout: EMT option setting (licensed option). Set to 1 if the Object is a consumable Object (Virtual Object). Please refer to EMT Manual for further explanation on Virtual Objects.

  • Expected To Be Returned: EMT option setting (licensed option). This is to get a warning if an Object was returned. Tick it off if the Object is a consumable that won’t return because it will be used (e.g. gaffer tape).

  • Inherit Matching Object Custom Values From Contact: Only for Users. This can point to a Contact in the exact format: “first last / company”. Please consult with for further explanation on how and when this would be used.

  • Selective Class Inherited Activities: If the Server Setup > Bookings > Inherit Selective Activities = Yes, then comma separate here the Activities, that an Object belonging to a Class should inherit - if the Server Setup setting = NO, then all Object Class Activities will show up in the Advanced Preferences of the Object that has the “Inherit Rates From Object Class” = “Yes”.

  • Activity Is Default: Only for Activities. Can be 0, 1, or name of Object Class when it is the default when being used by a specific class. Especially useful if using Frameworks... consult with

  • Activity Overtime: Only for Activities. Must be entered in exact same format as: {hour on which overtime kicks in Buy Sell Overtime %} e.g.{10.0 120 120} {8.0 100 100}. Do NOT comma separate. 

Importing Users

When you import users the Password will be the 'Nick Name' after the import. On the next export/ import, the password is skipped. Further updates on the passwords need to be done through the application itself:

  • Password: Nickname after import
  • User NUMBER appears in the 'Inventory Number' columns in Object Manager and in the OTHER field on contacts.

Differences on importing Resource Contacts 

See below a few differences in importing Resources via Server Setup > Contacts > Import and fw Client > Object Manager > Import. 

In general we recommend to import Resources via Object Manager (from version 6.1 and onwards). 

  1. Server Setup > Contacts

    • Can import CONTACT Custom Fields. 
    • Can import Object Custom Fields. 
    • Can import Permission Profile. 
    • Can import Web Access flag yes/ no. 
    • Can import normal_time_dur and time_in and time_out => which is "Working Time Hours" in/out and "Duration".

      => for more information refer to the Server Setup Manual > Contact chapter.

  2. Object Manager 

    • Cannot import CONTACT Custom Fields 
    • Can import & update Object Custom Fields 
    • Cannot import Permission Profile (but it's very quick to copy a user profile to buffer and apply to other users) 
    • Cannot import Web Access flag yes/ no (you need to turn off/on manually per Resources anyway again to trigger the email to be sent) 
    • Cannot import "Working Time Hours" in/ out and "Duration" (will be set to default times, which is usually the case)

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