The Import Records tool allows you to upload and update data in your IDpack Cloud projects. This feature supports CSV, TXT files, or direct data input via a secure URL. Proper configuration is essential to ensure smooth and accurate data importation.

Important Warnings

• Backup First: Misuse of this tool can permanently damage your data. Use the Export Records tool to save your data as an XML backup before proceeding.
• Test First: Create a temporary project by cloning it, leave it inactive, and perform test imports before applying changes to your active project.

Import Options

• Import Mode: Determines how existing records are handled:
  • Update: Updates existing records and adds new ones.
  • Overwrite: Deletes all records and imports the new data.
  • Skip: Leaves existing records untouched if already present.
• Field Separator: Choose the delimiter for your CSV file:
  • Comma (,)
  • Semicolon (;)
  • Colon (:)
  • Tabulation
• Field Enclosure: Specifies text delimiters:
  • Quotation mark (“)
  • Apostrophe (‘)
  • None
• Import Color Code Mode: Specify how Color Codes are interpreted:
  • Numeric: Use the Color Code number (1–15).
  • String: Use the descriptive name (e.g., “Media”).
• Skip First Line: Skips the first line of the CSV if it contains column names.
• First Column Contains ID #: If unchecked, IDpack Cloud will automatically assign ID numbers starting at 149786.

Import Methods

CSV Text

Paste CSV-formatted data directly into the provided field.

CSV File

Upload a CSV or TXT file containing your data.

CSV URL

Import data from an external CSV or TXT file via a secure URL. Ensure the URL meets the following requirements:

• HTTPS with TLS 1.2 or higher.
• No redirection allowed.
• HTML response code must be 200.
• Connection timeout: 10 seconds.

Authentication: Choose between Anonymous or Basic Authentication. Although Anonymous is supported, it is not recommended for security reasons.

IDpack Cloud sends a JSON request for validation and logging. Headers: 'Content-Type:application/json; charset=utf-8'.

{
    "app": "IDpack Cloud",
    "action": "records_list",
    "version": "3.2.40",
    "organization_key": "your_organization_key",
    "project_key": "your_project_key",
    "user_key": "your_user_key"
}

Import from Excel or Google Sheets

To import data from Excel or Google Sheets:

• Select the relevant cells in your spreadsheet and copy the data.
• Ensure the column structure matches the Import Records format.
• Paste the data into the CSV Text field.
• Choose Tabulation as the Field Separator.
• Click Start Importation.

Data Format Guidelines

• Country Code: Use ISO/3166-1 (2-letter uppercase codes).
• Gender Code: Use ISO/IEC 5218 (numeric codes).
• Language Code: Use ISO/639-1 (2-letter uppercase codes).
• All other columns will be ignored.

Performance and Tips

For large imports, split the data into smaller batches if errors occur. The tool supports imports of over 200,000 records with minimal delay. A batch of 2,000 records typically takes less than 5 seconds to process.

Any row that is not be correctly formatted will be skipped. You will get a report after the importation, and you can fix and re-import the skipped rows.

Re-importing the same data will not create duplicates. This ensures data consistency even if multiple attempts are necessary.