Basic Import & Update Mike Konovalske & Jason Swain - - PowerPoint PPT Presentation

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Sep 21, 2023 277 likes •381 views

Basic Import & Update Mike Konovalske & Jason Swain Technical Team, Lucity General Tab Data Source Tab Data Source Connection Mapping Tab Formulas Correlations Tab Example #1 Contractor Data From csv to Lucity In this example a

SLIDE 1

Basic Import & Update

Mike Konovalske & Jason Swain Technical Team, Lucity

SLIDE 2

General Tab

SLIDE 3

Data Source Tab

SLIDE 4

Data Source Connection

SLIDE 5

Mapping Tab

SLIDE 6

Formulas

SLIDE 7

Correlations Tab

SLIDE 8

Example #1 Contractor Data From csv to Lucity

In this example a contractor created data in an excel document

and then needs to push it into Lucity

Adding new records only
One time import
In the example we are using a csv file, but we could import

from multiple text formats as well as databases.

SLIDE 9

Example #2 WO Asset Record to Inventory

Hydrant information on a work order asset record needs to be

pushed to the Hydrant record

Updating existing records, not adding anything
Inspections are happening continuously so the import will

need to be run on a schedule every 2 hours

We can use our own Lucity databases as the source data in
rder to push data from one area of Lucity into another