How To Convert Calendar Creator Plus Data Files To Import

Create a class by importing data

i. Preparing your source file

Zoho Creator supports importing information from .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .accdb, .mdb, .json and .numbers file formats. Still, it's all-time you lot ready your data by referring to the guidelines below for a shine import.

Importing information from spreadsheet and tabular formats

Data import guidelines:

Ensure that the data in your file is UTF-8 encoded.
One or more than forms will be created based on the information you import.
Each sheet or table that you desire to import must contain at least two rows of data in it. The sheet or table won't exist detected otherwise.
Each sheet in your file will be referred to as a table in the import interface, and will go a form in the application.
Each row volition become a record, and each column will get a field. Therefore the rows in a canvas and the cells in a column must contain similar information.
Column headers must be present in a row. Information technology's alright if there are a few blank rows before it, as the import interface allows you to delete rows.
Blank rows will exist imported. Yous may delete them before uploading your file, or manage them using the import interface's capabilities.
Delete the empty columns in all sheets. However, the import interface volition let you to deselect the columns yous practise non desire to import.
Formulas in Excel files tin can exist imported.
Data validations defined in the spreadsheet file will become Deluge script in the On Validate workflow block on the corresponding class.
For importing subform data: Parent and child information must exist in split up sheets. The canvass containing the parent data is referred to every bit "parent table" or "master form", and the sheet containing the child data is referred to as its "subform".
For importing phone numbers: The phone field in Zoho Creator enables you to capture a valid international phone number. Thus while importing data, you must ensure that each telephone number contains:
- The + character and a valid international calling code. Alternatively, you tin can ensure this role past using the standardize phone numbers performance offered by the import interface, which automatically assigns a calling lawmaking based on country data present in some other column of the same sheet.
- A valid area code (applies to countries such as the U.s.a. and Uk)
- The right number of digits as per that country'due south convention
Limits:
- A cell must contain at near 65,536 characters
- A sheet can comprise at virtually 70 columns
- Your file size tin exist up to 100 MB if your account is in Zoho's United states of america DC, and up to x MB if your account is in whatever other DC.

Importing data from database files

Information import guidelines:

One or more forms will be created based on the data you import.
Each table in your database file will go a form in the application.
For importing subform data: Parent and child data must be in separate tables. The table containing the parent data is referred to as "parent table" or "main form", and the table containing the child information is referred to equally its "subform".
For importing phone numbers: The phone field in Zoho Creator enables you lot to capture a valid international phone number. Thus while importing data, you must ensure that each phone number contains:
- The + character and a valid international calling code. Alternatively, you tin can ensure this part by using the standardize phone numbers operation offered by the import interface, which automatically assigns a calling code based on country data present in another column of the same canvass.
- A valid surface area code (applies to countries such as the US and Britain)
- The right number of digits as per that country's convention
Limits:
- A jail cell must contain at nearly 65,536 characters
- A table tin can contain at most lxx columns
- Your file size tin can be up to 100 MB if your account is in Zoho's United states of america DC, and up to 20 MB if your account is in any other DC.

2. Uploading your file in Zoho Creator

Edit your app.
Click the Add New (+) button displayed virtually the top-left of the Blueprint page.
Select Form.
Select Import with data.
Upload your data that'south in 1 of the supported file formats. The file can be fetched from:
- Local storage of your device
- URL - a publicly attainable direct download link
- Cloud service - Google Bulldoze, Box, OneDrive, Dropbox, Zoho Docs

Zoho Creator will read your file and accept you lot to the import interface'sBlueprint tab.

3. The import interface

The import interface sports two tabs -Design andData.

TheBlueprint tab displays your data'due south concrete data model. In other words, information technology displays the tables present in your file, the columns present in each tabular array, the field blazon mapped to each cavalcade, and the relationships between the tables. The Data tab displays your information, and offers a variety of smart capabilities that enable you to filter, refine, and cleanse the to-be imported data.

Currently, the data modification features such equally cleansing and refining are allowed for files less than 20 MB.

A neat feature that the import interface brings is toUndo andRedo up to ten changes. You tin too use the standard keyboard shortcuts to perform these operations.These operations will not affect the removed and reset relationships.

4. Selecting tables, columns, and engagement format

Select / Deselect a table

By default, all the tables in your file are selected. Y'all can deselect tables if required. Deselected tables (and consequently the data inside them) will not imported in your app. To deselect/select a table:

From theDesign tab, uncheck/bank check the required table.
From theData tab:
1. Click the down arrow of the required tabular array.
2. Uncheck/cheque theInclude this table checkbox.

Rename a table

By default, the tabular array's proper noun is prepare with the sheet'southward name (when you've uploaded a spreadsheet) or the table's name (when you've uploaded a database file). A table's proper noun becomes the corresponding form'due south display name after import. To rename a table:

From theBlueprint tab:
1. Click on the table's proper name and edit equally required.
2. Step off to salvage the change.
From theInformation tab:
1. Click the down pointer of the required tabular array.
2. Click on the tabular array's name and edit equally required.
3. Stride off to save the change.

Select / Deselect a cavalcade

Past default, all the columns are selected. You can deselect columns if required. Deselected columns (and consequently the data within them) volition non imported in your app. Uncheck/cheque a cavalcade to deselect/select information technology, respectively.

Rename a column

By default, the column's proper name is prepare with what's there in the file. A column'south proper name becomes the corresponding field'southward brandish name after import. To rename a column:

From theDesign tab:
1. Click on the column's name and edit every bit required.
2. Step off to save the change.
From theData tab, yous may only click on the column'south proper name and edit every bit required. Alternatively:
1. Click the down pointer of the required column, then clickCustomize Field.
2. Edit the column'due south name as required.
3. Stride off to save the change.

Define what's to happen on import error

The import interface enables brings to you a slew of capabilities to filter, refine, and cleanse data. Yet, to manage the error that may occur while the data is being imported in to the new application, you lot can tell Zoho Creator to eitherSkip the respective rows orSet empty value for the column.

Click theApplication Settings (gear) icon next displayed near the elevation-left corner of the interface. TheSettings pane will slide in from the right.
Select the required selection forOn import error.

Set the appointment format

Setting the information format's paramount equally this volition tell Zoho Creator how to interpret the date values in your file. To set the appointment format:

Click theApplication Settings (gear) icon displayed near the top-left corner of the interface. TheSettings pane will slide in from the correct.
Select the required value from the dropdown belowDate Format.

The awarding has capabilities to recognize date based on locale. A date such every bit dd.mm.yyyy may not exist recognized as date if locale is Us and so on import likewise it will be treated as text. Henceforth, all possible date and time formats will be recognized. If date format is different across the columns then they can exist refined into a mutual format under Standardize Date and Fourth dimension selection.

5. Create and manage relationships between form

When you import a file to create a form, Zoho Creator detects the relationships between the tables in your file. The interface allows you lot to:

Create and manage relationships between the to-be imported tables via lookup and subform fields
Create new relationships, via lookup field, between the to-be imported tables and forms that already exist in the app

The Pattern tab besides allows you to view and manage relationships:

vi. Importing information in to specific fields

Zoho Creator offers many types of fields – each meant to capture a specific kind of data. When you import data for creating forms, columns in all sheets/tables are automatically set with an advisable field type. To change a cavalcade's field type:

Click the downwardly arrow next to the required column, and so selectCustomize Field.
SetField type with the required value. Information can exist imported in to all field types except add notes, integration, file upload, audio, video, paradigm, and signature.

Refer to the following sections:

Importing subform data - data that'due south in a parent-child or master-detail relationship
Importing names
Importing addresses
Importing phone numbers
Importing boolean data

Importing subform data

In Zoho Creator, Subform is a field that best suited in maintaining data that'south in a primary-detail relationship. For example, in an social club management scenario, the Orders and Order Line Items have a principal-particular or parent-child relationship where every order can have multiple line items in it.

To tell Zoho Creator that the information in a tabular array contains child data, and to go far as a subform in your app:

Click the down arrow next to the required table, so checkMake it a subform.
Select the tabular array that contains its parent information. This'll become the parent or main form after the import operation.
Select the column in the primary course that identifies each row uniquely.
Note: Columns prepare as lookup fields will not appear in this dropdown. Navigate to the Design tab to delete the lookup-based relationship, and then perform this instruction set over again.
Select the column that'south the parent row identifier in the current table.

Importing names

In Zoho Creator,Name is a composite field fabricated upwards of thePrefix, First Name, Concluding Name, and Suffix subfields. Importing names is supported in both cases:

Case 1: When the full name is nowadays in one column, you lot have to:

Select the cavalcade containing proper name information.
Click the down pointer next to it, then selectCustomize Field.
Set theField type toName. TheDissever icon will appear in the cavalcade header.
Click theDissever icon. The system will split the names as follows:
- The white infinite graphic symbol will exist used to separate a proper noun into prefix, first name, last name, and suffix, in that lodge.
- OnlyMr.,Ms., andMrs. will be considered as prefix. The menses (.) at the terminate is a must for identifying the prefix.

Case 2: When the proper name is separate beyond multiple columns, you have to:

Select the column containing outset name data.
Click the downwardly arrow next to it, and so selectCustomize Field.
Prepare theField type toName. The column will be mapped to theBeginning Name subfield.
Select the columns containing the other subfield information.

Importing addresses

In Zoho Creator,Accost is a composite field made up of theAddress Line 1, Address Line 2, City/Commune, State/Province, Postal Lawmaking, and Country subfields. Importing addresses is supported in both cases:

Case i: When the complete address is present in i column, you have to:

Select the cavalcade containing accost data.
Click the down arrow adjacent to it, and then selectCustomize Field.
FixField type toAddress. TheDissever icon volition appear in the column header.
Click theSplit icon. The system will split the address data into the subfields using comma (,). All text present earlier the first comma will be considered Accost Line1, and so on.

Case two: When the accost is split across multiple columns, you have to:

Select the cavalcade containing address information.
Click the downward pointer side by side to information technology, so selectCustomize Field.
SetField type toAddress. The column volition be mapped to the Address Line 1 subfield.
Select the columns containing the other subfield data.

Importing telephone numbers

Select the column containing phone numbers.
Click the down pointer side by side to it, and so selectCustomize Field.
SetField type toTelephone.

Importing boolean information

Tables in your file may have columns that store values such as true/false, 0/1, yes/no, Y/N. These are referred to as boolean values. Zoho Creator sports the Decision Box field to store such data.

If a column contains just "true" and "simulated" values, Zoho Creator will itself associate it with the decision box field. In example of other boolean values, Zoho Creator will associate the cavalcade with a Radio field. To tell Zoho Creator that a cavalcade contains boolean data:

Select the required column, and so click Customize Field.
Gear up Field type toDecision Box. Zoho Creator volition list the boolean values present in the cavalcade.
Map which value is to be consideredtruthful and which false.
Optionally, gear up the to-exist created field'due south Initial value property.

seven.Cleansing the data

Sort data
Remove rows
Filter data
Find & Supercede data

Sort data

Based on a column, you can sort the data in a tabular array in the ascending or descending club. The sorting order y'all apply will not be carried in to the to-be created forms. This is to let you lot view information in the required order. Sorting data can assistance earlier you perform the information refining operations.

To sort information:

Click the down arrow of the required column.
Select the required sorting club.

Remove rows

The import interface allows you lot to delete rows from the tables. Y'all may notice need to remove rows when your canvas (when you've uploaded a spreadsheet) starts with a few blank rows, or when you wish to delete rows that satisfy a criteria (which you can find out by filtering the data)

Select ane or multiple records.
Right-click, then selectRemove rows. A banner will appear indicating the numbers of rows that were deleted.

Tip: The import interface allows you toUndo and Redo up to changes.

Filter data

Filtering the data in a table tin can assistance earlier yous perform the information refining operations. Just the filtered data volition exist imported in to the to-be created forms. To filter the data in a table:

Select the required tabular array.
Click Filter.
Gear up the required criteria. The criteria can comprise upward to xx sub-criteria.

Find and supersede information

Yous can find a value across a tabular array or in one of its columns, and replace information technology with some other. This choice's available in theData tab.

8.Refining the data

The import interface brings to you the following smart data refining operations.

Ready Inconsistent Spellings - This enables you in identifying spelling inconsistencies and typographical errors. Information technology'll displayClusters that are nearly similar in terms of number of characters, phonetics, and character repetition. You can modify the values in a cluster with the suggested value, or with a value of your choice.
Set Missing Values - This enables you in finding if a cavalcade contains empty cells, and set up them in any of the post-obit means:
- Make full empty cells with the value nowadays in their preceding row
- Fill empty cells with a value of your choice
- Fill up empty cells with the nigh-occurring value in that column
- Remove the rows that do not contain a value in that cavalcade
Carve up Column - This enables you to carve up the information in a column in to two. You'll need to ascertain what delimiter (such as whitespace, comma, or hyphen) is to exist used to split the data.
Merge Columns - This enables you to merge the information in two or more than columns, in the lodge they are selected. Optionally, you can define if a separator (such as whitespace, comma, or hyphen) is to be added between the values or the to-be merged columns. Y'all'll get to preview the merged value.
Explore and Edit - This shows the frequency distribution of values in a column, which tin help in deciding if the data is to be modified by observe and replace or useReady Inconsistent Spellings operation.
Standardize Date and Time - This enables you to standardize the Appointment/Date-Fourth dimension columns to a mutual format. With this multiple engagement formats can be uploaded and standardized. An option to choose the 'Pivot twelvemonth' volition also be available. This pivot year is helpful in the instance where the twelvemonth value has simply 2 digits. In such cases the ii-digit year value xx smaller than the pivot year will be expanded into 20xx, and year values larger and equal than the pivot year volition be expanded into 19xx
Standardize Phone Numbers - This enables you to standardize the phone numbers every bit per the international E. 164 notation. You'll exist able to practise ane of the following:
- Prepend a particular country's international calling code to all the phone numbers in the selected column. For example, if y'all select United States every bit the land, +1 will be prepended to all the phone numbers in the selected column. Similarly, +61 will exist prepended to phone numbers associated with Australia.
- Prepend the international calling code of the state present in another column of the same canvas. The country data must either exist country names, or their standard two-letter or iii-alphabetic character ISO 3166 codes. For example, if a row were to contain "222-555-019" in the phone number column and "Us" in the country column, it will be inverse to "+12225550191".
Set duplicate rows - This operation enables you to find and remove indistinguishable records across one or more than columns in your sail or table. In the remaining duplicate records to be deleted, yous can include/exclude rows. When you exclude a row, that row volition be greyed out and retained, whereas the remaining duplicate rows will exist deleted. The following GIF shows how to include/exclude record looks like:
- Exact match looks for rows that contain the aforementioned (case-sensitive) values in the selected column
- Like lucifer looks for rows that contain values in the selected column that are like barring case-sensitivity, punctuation, ordering of words, and white spaces
- Fuzzy match looks for rows that incorporate values in the selected column that are similar, disallowment typos, phonetic similarities, and transposition errors (where characters are swapped such as "ei" vs "ie" in the give-and-take field)
- For text-based and phone number columns, you can cull to expect for duplicates using any of the three matches:verbal, similar and fuzzy.
- For columns mapped to number, engagement, time and date-time field types, all three matches will display the same prepare of duplicate clusters.
- Upon selecting the required cluster of duplicates, the corresponding rows will be displayed on the left. You can set ane of the rows as the master record, which will exist highlighted in the UI.
- Upon clicking Remove Duplicates button, all rows except the primary record of each cluster and those rows that yous exclude will exist deleted. The following GIF shows how an exact match of duplicate records is removed in the import interface:

9. Smart suggestions with Zia

Zia(Zoho'due south Intelligent Assistant) will provide suggestions to you lot based on issues that may be present in the data that has been uploaded from the file. Zia provides suggestions to a handful of issues which are every bit follows:

Duplicate rows at table level
Inconsistencies in data
Multiple data types
Missing values
Phone number without standardization
Name and Address without standardization
Appointment/Date-time/Time without standardization
Data with un-escaped HTML entities
Values enclosed in quotes

Clicking on the Smart suggestions button will display a slider listing out Zia's suggestions. Each of the above mentioned problems will be detected and displayed as cards.

10. Creating the forms

Subsequently y'all're done viewing and refining your information, clickCreate from the top-right corner of the import interface. A pop-up showing the progress will announced.
Click Data imported successfully in the pop-upwardly to view the data import's summary.
ClickAdmission Application to access the newly created forms in your app.