Delightful Labor Open Source Non-Profit Management

Personalized Tables

Delightful Labor provides a method to import personalized table information. Personalized tables are tables that you define to expand the data collection for parent records, such as clients, sponsors, donations, people, etc. More information about personalized tables can be found here.

Note: personalized table import features became available in Delightful Labor release 2.010.

The import fields (columns) will be based on the fields in your personalized table. However, your import file must contain an ID field that relates the record to the parent record. For example, if you are importing personalized table records associated with clients, then your import file must contain a column labeled client ID, which associates the import record with the client.

The following table shows the personalized table type and the required ID field:

Import Example

To begin the import process, you must be logged in as an administrator. Select "Admin / Import / Personalized Tables":

Alternatively, you can select the admin home page...

... then select "Import / Personalized Tables":

You will now see a drop-down list that contains all your personalized tables. Select the table associated with your import:

In this example, we are going to import records into a personalized client table called "College Prep Information":

After selecting the personalized table, we see a handy chart that tells us what fields can be imported. This chart will be based on how you set up the fields for your personalized table.

 We then select the csv file to import, and click "Import File":

 After successfully completing the import, we will see the import log:

We click on the magnifying glass icon () to view the records associated with this import:

We see the client records associated with this import, and for this example we click on the link to view the record for Alice Ackers (client ID 1):

We expand the record for Alice Ackers, and under "Personalized Tables" we see that the record for "College Prep Information" was updated.

For reference, here's what our import file looks like:

Here's what our personalized table definition looks like:

Here's what our single-select drop-down list "Vocational Interest" looks like:

Here's what our multi-select drop-down list "AP Classes taken" looks like:

Notes on Field Types

• Dates: use the format yyyy-mm-dd
• Drop-down list entries: the entry must be defined for the drop-down list. The entry is not case sensitive. (More info about configuring drop-down lists here.)
• Multi-select drop-down lists: You can specify more than one selection in your import record. Each selection is separated by a line break. Each selection must be defined for the multi-select drop-down list.
• Long text: You can enter multi-line text by using a line break in the csv cell

Identifying the Parent Table IDs

Every parent table (people, volunteers, gifts, clients, etc) entry has a unique number, or ID, associated with it. When importing personalized table data, Delightful Labor must know what parent table record to associate with the imported data record.

You can identify the record ID by downloading the parent tables, or by viewing the directory or reports associated with the parent table. Here are a few examples:

People IDs

Client IDs

Volunteer IDs 

Note that volunteer IDs are not the same as people IDs.

User IDs

Business IDs

Gift IDs

• Next