Aplas provides a wizard to import CSV data from various sources into a software index. This is one of multiple methods for populating a software index.

Step 1 - Create Custom CSV Template

One of the best approaches is to export an existing index first. This provides you with a CSV template that you can use to populate your data.

  1. Within Aplas Studio, navigate to the index area.

  2. Create a software index with the basic template (this will include a few sample records).

  3. (Optional) Add custom fields required for your source data.

  4. Click the Export button to create your custom template.

Step 2 - Populate

Obtain your custom template file and unzip its contents. Inside you will find a file for each asset and tag type (e.g. Application.csv). If you open a particular file, you will notice column headers for both built-in and custom fields.

Populating a file is a matter of copy-pasting your source data while ensuring that the header rows stay intact. When referring to other records (e.g. TagIds), you must provide the exact id field (including casing).

Certain built-in fields require specific values:

  • Id: [alpha-numeric, no spaces, _, -]

  • Application.csv/MapSize: None, Small, Regular, Large

  • Application.csv/Status: Proposed, PhaseIn, Standard, PhaseOut, Retired

  • FieldDefinition.csv/type: String, Number, Date, DateTime, Link, Email, Color, Currency, Boolean, Choice, Rating, Image

  • FieldDefinition.csv/SubType (Rating type only): Color, Star

  • FieldDefinition.csv/VisibilityType: Visible, VisibleFeatured, Hidden

  • FieldDefinition.csv/Scope: Global, Application, ApplicationTag, Integration, IntegrationTag, Collection, CollectionTag, Component, ComponentTag

  • Miscellaneous boolean fields: Yes, No

There is also a FieldDefinition.csv file that is used to store the setup of your custom fields. If you created a custom template (as above), there should be no need to change this file.

Step 3 - Import Data

  1. Open your existing software index.

  2. Click the Import button.

  3. Compress your CSV files (from previous sample or export) into a zip file.

  4. Select your zip file and proceed through the rest of the wizard.

Gotchas

  • Escaping commas: If you have a comma in a value, you can double-quote the entire field to ensure it won't be used as a separator (e.g. "my, field, value" > my, field, value).

  • Escaping double-quotes: If you have a double-quote in a value, you can escape them with another double-quote (e.g. ""my field value"" > "my field value"). Sometimes you might find it easier to quote all string field values regardless.

  • File names: Within your zip file the files must be named exactly as in the export or sample.

  • Something else: If you get into trouble, please feel free to reach out at any time.

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