Data importer for lists and quick entries

Using csv style entries you can import data directly from files or by quick entry. You only need to define the header and the content by separating columns with the delimiter. Before importing you can check the data and correct it if needed. What you see in the table is what is going to be imported. By defining the headers you can also generate a template for data entry and automatic recognition on import.

IATF CARA has received a data import feature in release 1.3 which allows to complete data in specific sections by importing csv files (Can be created in Excel by ‘Saves as’ CSV with utf-8 encoding). Or by copying data from other files, into the quick entry box.

Bellow you see the data importer when used for Process. It has three sections.

  1. Field names for import

    1. These are the Fields and or questions in the language you have chosen and which are available for import

    2. You can set the order as it is in your file or you want to enter it

    3. You need at least one column but you don’t have to fill more than that

  2. The delimiter (since Version 1.3.1)

    1. It is used to split the columns into the right fields. The delimiter has a default value by region can be though changed to any character set required


  3. The entry section

    1. These are the entries made for the specified columns and each column is separated by a delimiter ';'

    2. Columns don’t have to be fully complete if they are not used

  4. The import section

    1. This table shows you the columns with their id field names and the values which are going to be set

    2. The importer recognizes data automatically and will set values accordingly even if the are incomplete or empty. Not selected values for Yes/No questions or tick boxes can be left empty, no or 0.

After the import

Importing by using a file

You can use the file select option (top right) or drag and drop a file.

A file can have a header or not. Important is that the header column names comply with the correct field names as they are shown in the import table or with the exact question or field descriptions in your language. So you have multiple options to correctly import the file:

  1. Avoid the header altogether and import the file and than choose the correct header in the data importer

  2. Pre generate the proper csv template by selecting the columns copy your data in and than import it back. So you can use a standard template

  3. Open the provided client/cb Excel and copy the right field names into the table for auto recognition

If you have made any error you can always correct them in the quick entry window instead of in the file.

Before importing long lists of entries please save the report in advance imported values can be deleted as per IATF CARA logic but not in bulk so an error can become a tedious task.

Quick entry is available for

  • Processes

  • All types of sites

  • Customer KPIs and CSRs

  • Projects