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ProjeQtOr free project management software - import Data - ProjeQtOr

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import Data

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19 Jui 2025 17:50 #1 by pdecloedt
import Data was created by pdecloedt
Hello,
I would like to link our ERP's customer database with ProjeQtor's. This database is scalable; how can I ensure ProjeQtor updates automatically? Isn't there a risk of creating duplicate customers with each new import?

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23 Jui 2025 10:59 #2 by babynus
Replied by babynus on topic import Data
Youy must not connect databases : direct uypdates in DB will set the mess.
You will quick have unconsistencies.
You must use features provides by ProjeQtOr : API or Import.
Babynus
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23 Jui 2025 11:44 #3 by pdecloedt
Replied by pdecloedt on topic import Data
Is there a way to do this automatically?

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23 Jui 2025 16:39 #4 by babynus
Replied by babynus on topic import Data
API calls must be done from other application.
So automation must be done on that side.

Import can be automated on ProjeQtOr side : in global parameter, define automatic import location.
File that a stored here will be imported.
But once again, other application must push there files to be imported.

There is no "magic" automation.
Babynus
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23 Jui 2025 17:04 #5 by pdecloedt
Replied by pdecloedt on topic import Data
So if I follow you correctly, in the folder defined for import, if the source application generates a CSV file usable (field names) by ProjeQtor, including only the new cases to be processed (to avoid duplicates), ProjeQtor will automatically process this file each time it is in the folder. Do you have to delete the file from the import folder after each processing?

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23 Jui 2025 17:32 #6 by babynus
Replied by babynus on topic import Data

So if I follow you correctly, in the folder defined for import, if the source application generates a CSV file usable (field names) by ProjeQtor, including only the new cases to be processed (to avoid duplicates), ProjeQtor will automatically process this file each time it is in the folder.

Yes, exaclty.
You can also update items if you provide the projeqtor ID (the other application need to know this id for that)

Do you have to delete the file from the import folder after each processing?

No, this is automatic.
File is automatically moved to sub-foler "done" (or error if treatment failed)
Babynus
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