Importing Data

LANDSCAPE supports importing your existing data. To begin importing, your data must be in comma-separated value or CSV files. Microsoft Excel and other spreadsheet programs all support this standard format.

There are import templates in Microsoft Excel format that you can download from the import page. These have been preconfigured with the property column names to make importing easier.

Importing New Data

To start a new import job, click the Conservation menu, then the Import Data menu on the left side of the window, then click the Add button.

 

Now click the import file button to select your CSV import file.

 

External Ids 

Importing often requires multiple "passes" of imports. You can build up your data set in passes because LANDSCAPE will try to match your data to existing data before creating something new. It does this using Ids that are either defined by you or your previous database. These Ids are stored in LANDSCAPE as External Ids. External Ids allow you to import new data into existing activities by matching the Id.

Even if you don't have an Id system in your current data, it is recommended that you insert a unique Id into each record. This can be as simple as sequential numbers or it could be the unique name of a property or project. Doing this will make it easy to import additional data in the future.

Your First Import

It is recommended that the first data you import includes the basics of your properties including names, sizes, acquisition dates, type of property interest, etc.

Your existing data is not likely structured exactly as LANDSCAPE wants to organize it. For example, you may currently think about a project as a single entity, but LANDSCAPE thinks about your data as a set of activities associated with one or more Tracts. So, the fields into which you import your data will be organized by the type of activity with which they are associated. 

For your first import, you should start by selecting Tracts and Connected Activities from the "What are you importing?" drop down menu. This option should provide you with the most common fields you want to import.

By default, LANDSCAPE assumes you have the names of the columns in the first row of your data. If this is not the case, choose No in the next drop down list.

If you name your columns exactly like the fields into which LANDSCAPE is importing, you may use the Auto-Map button and the mapping will be created for you automatically. Otherwise, the next step is to start mapping your columns to fields.

Field Mapping

The names of the fields in the drop down menus are prefixed by the name of the activity to which they are associated.

Choose the Do not import option for any columns in your CSV file that you do not wish to import.

Match or Create Item Fields

Some multiple choice fields such as Project Type, Property Interest, and others will try to find a matching value already in LANDSCAPE. If a matching value isn't found, the data you supply in the CSV file will be used to create a new value.

The exception to this rule is Status fields.

All activity Status fields have fixed choices. Your data must conform to one of the existing choices or the default choice will be selected.

For your reference the possible choices for each of the activity status fields are:

Project Status: Concept, Active, Inactive

Tract Status: Active, Disposed

Property Acquisition Status: Active, Inactive, Current Holding, Partner Holding, Disposed

Disposition Status: Active, Inactive, Completed

Stewardship Status: Pending, Active, Inactive

 

Start the Import Process

Press the Save and Start Processing button to save your import mapping and begin the import process right away. If you only want to save the mapping, but not start the import, press the Save button at the top of the window. To edit your field mapping click the name of the import file.

Once you click the Save and Start Processing button, the import job is queued for processing. If the CSV file contains hundreds of rows, this may take a little time. You can choose to go on to other tasks or wait for the status of the job to be updated. The status will change to Ready for Review when the job is ready.

Click the Ready for review link to view the results of the import.

 

 

Reviewing the Import

During review, LANDSCAPE will notify you of any important information regarding your import task. For example, if you referenced External Ids that could not be found, you will be warned that new items will be created instead. If LANDSCAPE will create new list items that didn't exist prior to the import, it will notify you of that as well.

 

Click Save All to accept the import. The final import will be queued and its status will be updated in the import list. You do not need to remain on the Import page while the import is processing. You can continue to use LANDSCAPE.

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