Setting Up CSV Templates - CS

You may have a current system that holds your customers, products, equipment, purchase orders, sites and contacts. Most systems allow you to extract into a CSV file, which can be saved into Excel.

Instead of using our default CSV templates, you can map the fields from the CSV template your current system produces to Clik Service and use them again any time you want. This will stop copy/pasting into the Clik CSV files and save you some time.

This article will show you how to set up new CSV templates.

To view, edit or create a predefined CSV import click on Tools > CSV Import > Setup Predefined Imports.

This will open the CSV Mapping Config window.

To create a new mapping configuration, click ‘New’, enter a name in the ‘name’ box and select the type of CSV from the ‘type’ box.

You will notice that this populates the ‘User Column’ and the ‘Clik Column’ with the default CSV headers for the selected import type as well as any user-defined fields assigned to that type.

The User Column is where we will eventually see the headers from your custom CSV, headers that are different from the standard Clik headers.

The Clik Column shows the standard Clik CSV headers for the selected type.

The Converters column is where we can view, edit and create converters for our imported data. For example, our CSV might have 'yep' or 'nope' but we need to enter 'True' or 'False', we can create a rule to convert these values when importing.

In the example below, you can see some rows will display icons next to the headers.

 Duplicate field

 Link field

 Warning: You are using more than one linked field. The import will work but both fields aren't required.

If you hover the mouse of any of these cells you will see a tooltip explaining what each icon means.

Currently, the ‘User Columns’ and the ‘Clik Columns’ are both showing the default Clik columns. To load the columns from your own CSV, click on ‘Read CSV Headers’.

You will see a warning that reading in the new CSV headers will clear out the existing headers and any changes you may have made, click ‘Yes’ to continue and select your CSV file.

You will be prompted to find your CSV file. Click ‘Open’ to receive the headers in that CSV.

The ‘User Column’ will now show all of your headers and the ‘Clik Column’ will show headers where you are using the same header title. For example, below you can see that make, model and serial appear in the CSV headers from the custom CSV.

To match your headers to the Clik headers click on an empty cell in the ‘Clik Column’ and select the Clik header that corresponds to your user header.

The drop-down will show you all available Clik headers, including icons to indicate if they are links or duplicate headers.

Headers that have been matched show a green circle, headers that haven't been matched yet show an empty circle.

Continue matching your headers until they are all done. Your CSV needs to have at least one link header if the Clik CSV type includes a link header.

If the format of your data appears differently from the Clik import format, you can create a converter to correct this.

To do this click in the cell in the ‘Converters' column for the row that contains this data.

In this example, we will click on the converters cell for the user field with the Clik header ‘(User Field) Is Fire Alarm on?’

Now, select ‘New’.

Type the current record in your CSV - in this case, it’s 'yes' and 'no' from the selected user field ‘is fire alarm on’.

Then select the value in Clik - in this case, because it’s a yes/no value, it will be ‘True’ and ‘False’.

You will see 'Yes' anywhere you have created converters.

Once you have completed matching your headers and created any required converters click ‘OK’ to close and save the CSV mapping.

To import a CSV that contains the headers you created in your mapping you will be able to find your mapping listed under Tools > CSV Import > Imports > *Import type* > *your mapping name*

This will open the usual CSV import window with your mapping selected.

CSV Mapping was added in update v4.331.