synchronisation:site_import

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synchronisation:site_import [2024/01/15 22:11] – [Pre-requisites] Mark Gloversynchronisation:site_import [2025/05/15 23:03] (current) – Gary Willetts
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 Having exported an XML of your data, you can then import the data into a new datafile.  Having exported an XML of your data, you can then import the data into a new datafile. 
  
-===== Pre-requisites ===== 
  
 +===== Pre-requisites =====
 To import data, you must:  To import data, you must: 
   * Have the XML file to import - to create one, refer to [[synchronisation:site_export]].   * Have the XML file to import - to create one, refer to [[synchronisation:site_export]].
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   * Be using a version of mSupply that is //the same version// as the version of mSupply that created the XML of your data.   * Be using a version of mSupply that is //the same version// as the version of mSupply that created the XML of your data.
  
-  
  
 ===== Importing a datafile ===== ===== Importing a datafile =====
- 
   - Open mSupply<WRAP center round alert 60%>   - Open mSupply<WRAP center round alert 60%>
 <wrap em>DON'T LOG IN!</wrap> <wrap em>DON'T LOG IN!</wrap>
-</WRAP>\\ You will see an **Import data** button on the bottom left.\\ {{ :synchronisation:login_window.png?600 |}}+</WRAP>\\ You will see an **Import data** button on the bottom left.\\ {{ :synchronisation:login_window.png?500 |}}
   - Click the **Import data** button. This will display a open/save window where you can choose the file you want to import.    - Click the **Import data** button. This will display a open/save window where you can choose the file you want to import. 
-  - Choose the XML file you created in the sync site export, and click **OK** to confirm the import. If the XML file has the same name as your datafile, you will then see a progress bar appear.\\ {{ :synchronisation:pasted:20200728-093454.png?600 |}}\\ Once the import is completed, you will see an alert pop up to enter **sync password**.{{ :synchronisation:sync_password_popup.png?400 |}}\\ After entering the sync password another alert will pop up that mSupply needs to reopen for you to use the new datafile. mSupply will alert you that it will be closing, and automatically close.\\ {{ :synchronisation:pasted:20200728-093545.png?600 |}}+  - Choose the XML file you created in the sync site export, and click **OK** to confirm the import. If the XML file has the same name as your datafile, you will then see a progress bar appear.\\ {{ :synchronisation:pasted:20200728-093454.png?600 |}}\\ Once the import is completed, you will see an alert pop up to enter **sync password**.  This is the password that was used when creating the site - refer [[synchronisation:sync_sites#password|29.02. Synchronisation Sites > Creating New Sync Sites > Password]]{{ :synchronisation:sync_password_popup.png?400 |}}\\ After entering the sync password another alert will pop up that mSupply needs to reopen for you to use the new datafile. mSupply will alert you that it will be closing, and automatically close.\\ {{ :synchronisation:pasted:20200728-093545.png?600 |}}
   - Reopen and start using your new datafile.   - Reopen and start using your new datafile.
- 
  
 If the data file you exported had a sync site created for the store, the import will automatically configure the sync settings.  Since v5.07 these are visible in the [[synchronisation:sync_sites#viewing_sync_sites|Sync Sites window]].  If the data file you exported had a sync site created for the store, the import will automatically configure the sync settings.  Since v5.07 these are visible in the [[synchronisation:sync_sites#viewing_sync_sites|Sync Sites window]]. 
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 </WRAP> </WRAP>
  
-==== Client / Server use ==== 
  
 +==== Client / Server use ====
 If this data file is for use on a Single-user sync machine, then nothing more needs to be done, you are ready to go.  If it needs to be used on a server in a Client / Server environment, then you will need to transfer the data file to the server and install it as discussed in [[admin:server_installation_3#obtain_and_run_the_msupply_server_installer|Obtain and run the mSupply Server installer]] If this data file is for use on a Single-user sync machine, then nothing more needs to be done, you are ready to go.  If it needs to be used on a server in a Client / Server environment, then you will need to transfer the data file to the server and install it as discussed in [[admin:server_installation_3#obtain_and_run_the_msupply_server_installer|Obtain and run the mSupply Server installer]]
  
  • Last modified: 2024/01/15 22:11
  • by Mark Glover