12.1.4.4 Import Master Data Content

The CSV Import feature allows you to bring a database structure from an external system into EPC using a .csv file.

The file must be correctly formatted for the import. For format requirements, see the CSV File Format section.

!Only system admins and environment admins with the proper authorization can import documentation. See this page.

How to Import a CSV File

1. From the main navigation toolbar, click the three-dot menu and select Import.

2. Select Master Data (.csv).

3. The Import window will appear. Click Copy Script to Clipboard to copy the database script.

4. Run the copied script on your DBMS and save the result as a .csv file. Instructions for popular tools:
   • SQL Server Management Studio
   • DBVisualizer
5. Click Browse to select the formatted .csv file.

6. Select the destination Master Data Folder by typing the folder name or clicking it in the tree selector.

7. The selected folder will appear below the field.

8. Optionally, select Publish to automatically publish all objects after import.
9. Click Finish to start the import.
10. A popup will appear indicating that the import has started.

11. You will receive a notification once the import is complete, indicating success or failure.

CSV File Format

Your CSV must follow these rules:

• Do not include headers TABLE_NAME, COLUMN_NAME, DATA_TYPE, FK_TABLE_NAME.
• Each row must contain values in this order: TABLE_NAME, COLUMN_NAME, DATA_TYPE, FK_TABLE_NAME.
• Values are separated by commas ,.
• All null values must be represented as NULL.
  

Saving CSV from SQL Server Management Studio

1. Run the copied script in SQL Server Management Studio.

2. In the Results tab, right-click and select Save Results As…

3. Select CSV as the file type.
4. Enter the file name and click Save.

Saving CSV from DBVisualizer

1. Execute the copied script.

2. In the results tab, right-click and select Export…

3. Configure export options:
   • Output Format: CSV
   • Data Format: Null Value = NULL
   • Options: Column Delimiter = “,”
   • Options: Uncheck Include Column Header
4. Click Next.

5. Review the Preview page and click Next again.

6. Set the output destination to File, enter a filename, and click Select.

7. Click Export to save the CSV to the specified path.