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Import / Export Filtered Values Configuration

Import / Export Filtered Values Configuration

Import

In this section we will go into details how to specify import data and import Filtered Values configurations.

Data Format

The import data is table like data and can be specified as import data headers and import data values.

Filtered Values configuration import data format is shown in the table below.

Data header

Values

Mandatory

Description

ControllingValue_<languageCode>

Feature item value or ID

Default: value.

Yes

This column specifies the controlling feature item value or ID. The column name is postfixed with the import language code to use

FilteredValue_<languageCode>

Feature item value or ID

Default: value.

Yes

This column specifies the filtered feature item value or ID. The column name is postfixed with the import language code to use

Data Validation

Filtered Values Configuration importer first validates all import data and Perfion status, and only then performs the import if there are no errors.

Data referred in import data must exist in Perfion during import. If any referenced data is not present in Perfion at the time of import, or the Perfion data is not correctly set up, the import will not be performed and errors will be reported to the import log.

The import will use many validation rules before it starts to import the actual data. The data will be imported only if validation and data preparation for import is successful. Validation rules:

  • Import data validation. The import data is checked if import data headers are correctly defined, if mandatory headers are present, etc.

  • Duplicate item validation. Importer will check if there are any duplicate items in import data. It will detect possible import issues, when any items from import data cannot be identified in Perfion because of duplicate item base value issues.

The import of Filtered Values configuration have a concept of all or nothing, which means that failures detected by any of the validations will lead to import failure.

Importer

Filtered Values configuration data can be imported using different types of Perfion importers. Each importer have different requirements so in order to see how data can be imported using the particular importer, please refer to documentation for that importer. The supported importers:

  • GUI Importer. GUI Importer can be opened from Perfion application. Refer to “Perfion Import & Export - GUI” manual.

  • Actions. The import can be executed by using the IMPORT action command. Refer to “Perfion Actions” manual.

Import procedure

The importer will only import data if it is valid and if Perfion data related to imported data is correct.

  1. The import data is loaded. The loading of data will differ based on which importer interface is used.

  2. Data is validated. All validations are done in stages checking all data rows for potential issues. If at any stage there are found any issues, then all those failed import data rows are reported to the log including specific information what have failed and where. Refer to “Data Validation“ for more information.

  3. The data from Perfion is synchronized with the import data according to the import method chosen.

The import runs all data creation or modification in Perfion procedures in a transaction and follows the concept all or nothing. Any action data modifications will not be saved in Perfion until all import operations are successfully completed. If delete operation completed successfully, but the new data creation failed, then none of changes will be saved in Perfion and all modifications will be discarded.

Import Examples

In this section we will show various examples of how Filtered Values configuration data can be imported to Perfion using action GUI importer.

Export

Export Formats

It is possible to export Filtered Values configuration data from Perfion in two different file formats:

  • Microsoft Excel (.xlsx)

  • XML (.xml)

For more information about file formats refer to “Perfion Import & Export – Data & File Formats” manual.

Export Procedure

Filtered Values configuration data can be exported using different types of Perfion exporters. Each exporter have different requirements so in order to see how data can be exported using the particular exporter, please refer to documentation for that exporter. The supported exporters:

Export Validation

Before starting the export, “Filtered Values Configuration Exporter” will validate Perfion data in order to determine if all data is created correctly and is suitable for the export.

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