Importing/Exporting Data

You can import existing data into your HotH System.

Download data from any database software and populate HotH. 

There is also the ability to export your HotH data to a file. 

The files to be imported must be flat  files of comma-separated values (CSV).

Click the links below to read about how to import/export data in HotH and a section containing documents relating to the import format.

Importing Data

Import Format

Exporting Data

 

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Importing Data

From the HotH interface, go to Import CSV File from :

Settings Cog > More Tools > Import CSV File. 

Select the file to import and Click to Import.

If there are errors they will be listed. You need to review the errors. The error log is listed to the file suppdesk.err. If there are no errors you can navigate away. 

 

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Import Format 

The files to be imported must be flat  files of comma-separated values (CSV). Each line in the text file represents a HotH record of a particular type. The first characters in each line indicate the type of record to be loaded. You should also note that special rules apply to some fields. You can use Import to execute a SQL string.

Excel column headings are supplied below to assist. You do not need to supply data for every field, just enter those you need. (Though there are some validation rules, these are not documented here.) 

Dates should be entered as DD/MM/YYYY for UK format and MM/DD/YYYY if US format is in use. 

Organisations Record – Type C

Customer Record – Type C

Contact Record – Type C

Product Record – Type P

Product Version Record – Type PV

Asset Record – Type CP

 

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Exporting Data 

  

You can export your current databases into a named file. The output records have the same layout as the corresponding Import records.

HintThis is useful if you want to create an import file; create a ‘dummy’ record, populating the required fields with discernible text, such as REF in a reference field. The exported data can then be used as a template for the import layout.

Exporting via Settings Cog

To export your data, navigate to Settings Cog > More Tools > Export CSV File

In the Database Export page select the items which you would like to export into a CSV file and click OK. 

The page will refresh updated with an Export link which clicking will begin the download.

Exporting Current Record

To Export the data of the record or records you are currently viewing navigate to the Summary Options tab located next to the Settings Cog and click on Export

exporting tab on webserver

The page will refresh with Summary Options menu being updated to include an additional item – [View]. Clicking [View] will download the exported data file directly to your computer.

Exporting in Windows

In the Windows interface, you can export the records in the summary list using Export CSV on the File ribbon tab/Menu.

Additionally, in the Windows version you can use the Export CSV option on the Database menu to export records.exporting products on windowsTick the relevant boxes you require, click the OK button and then choose a location and file name for the export file. The default is export.txt on the HotH directory. If this file already exists, you must confirm to replace the existing file. On completion, you can view the export file before being returned to the main window.

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