Importing Animals and Data (.csv File)

Importing Animals and Data (.csv File)

Importing .csv files allows the user to bring animals and associated data into Stockbook. 

Importing a .csv file

Before you begin

  1. Always take a backup of your Stockbook data before importing .csv files.
  2. .csv files can corrupt, so it is advisable to create a copy of a .csv file before opening the file to avoid loss of data or file corruption.
  3. The data file must be saved as a .csv
  4. When saving a new file as a .csv, always choose CSV (Comma delimited) (*.csv)

Importing a CSV file

  1. Select File > Import Options > Details from Data File
      

There are 3 steps within the Import Options screen. 

Step 1. 

  1. Select the File to Import by clicking the yellow file symbol. This will allow you to browse the computer for the file.
  2. Double click the selected file or Select Open for the file to display in the File to import box
      

      
Step 2.
  1. Select the type/format/layout of the file.
  2. The most used file is a Standard CSV file.
      

Step 3.

  1. Set your import options - Setting the import options will determine how and where the data is imported into Stockbook.
  2. For generic information/data that applies to all animals in the file, the default options tabs in step 3 can be completed.
  3. For example, if all the animals in the file are Male, select Male in the Life Data Tab and there will be no need to link the Sex heading in step 4.
  4. A default observation date must be selected if there is no date in the data file 
  5. When adding new animals to Stockbook ensure the Add new tags box is ticked
      

Step 4.

  1. Match the fields - when the data varies from one animal to the next, the data type and Stockbook fields will need to be selected. 
  2. Link the CSV file headings to the correct Data Type and Stockbook fields Stockbook.
  3. Select OK
  4. Select Yes to proceed

      

Note:
Click this link Data Types and Stockbook fields for a list of all available data types and fields.