Uploading Data from CSV Files - GUI Mode
Upload Tool can be invoked using Command line mode (console mode) or with a user interface (GUI). GUI mode can be useful if you are not much familiar with the command line interface. In this section, we will discuss how to set up this tool for batch upload of CSV data with a user interface.
Steps for running the CSV upload tool in GUI mode.
- Step 1: Ensure that you have already created the database in Zoho Reports account into which the data is to be uploaded. To know how to create a database, click here.
- Step 2: Configure the proxy settings and the required Import settings in the common_params.conf file. Read more about these settings from Proxy Settings and Import Settings sections.
- Step 3: Invoke the CSVUploadGUI.sh (for Linux/Mac) or CSVUploadGUI.bat (for Windows) file under <Tools_Home>bin directory. The CSV Upload Utility dialog will open.
- Step 4: Provide the required inputs in the GUI as shown below.
- Step 5: Click the Upload button.
- All your data from the CSV file will get uploaded to the specified table and in Zoho Reports database.
The following table contains the parameters that are to be specified in the GUI above.
|File||Specify the complete path of the CSV file from which data is to be uploaded.|
|Database Name||Specify the name of the database in the Zoho Reports account into which the CSV file's data is to be uploaded. Ensure that the database is already available in Zoho Reports. In case the database does not exist, create a blank database with the same name in your Zoho Reports account. To know how to create a database,click here.|
Specify the name of the database table into which the CSV file's data is to be uploaded. Ensure that the specified table with similar column structure is already created in the Zoho Reports Reporting Database.
In case the table does not exist, then you can set the Upload Tool to create the table and then upload the data into this table using the ZOHO_CREATE_TABLE parameter available in common_params.conf file. Refer to the Configure Import Settings section to know more about the ZOHO_CREATE_TABLE parameter.
Specify your Zoho Reports account login name.
If you have registered in Zoho Reports using other login such as Google Apps, Gmail, Facebook & Yahoo, then you cannot use these credentials to upload data using Upload Tool. In this case you need to generate a Zoho Username and Password to upload data. To know how to generate Zoho User credential, click here.
|Password||Specify the Zoho Reports account password.|
|Import Type||Choose one of the following three options as the Import Type.
|Columns to match||This is applicable only when the Import type is set to Add, replace if already exists. Specify column ( or a combination of columns) whose value will uniquely identify each record in that table. If the record already exists in the table then it will be replaced with the new values in the CSV file being uploaded. Otherwise the data will be added at the end of the table.|
- The last uploaded details will be logged under <Tool_Home>/logs/csvupload_serverout.txt file.
Zoho Reports Upload Tool provides more advanced settings that can be configured while uploading data from CSV files. You can learn about these import settings in the following section.
The configuration file common_params.conf in the /conf directory provides parameters that Upload Tool uses while uploading data. These settings help Zoho Reports properly understand the data being imported.
The following table lists the import parameters that can be configured in the common_params.conf file for uploading data from CSV files using the GUI mode.
Default value is false.
Default is true.
|ZOHO_COLUMN_HEADER_NAMES||Column Names with comma separator|
This parameter is mandatory when the ZOHO_FIRST_ROW_HEADER is set to false
Format of the date.
The above example indicates a date in the format 10-Nov-2013. Ensure you provide the appropriate notation to match your date format.
In case you are using a custom date format, in the data being uploaded, other than the default date format in Zoho Reports, then you can use this parameter to specify the date format. Refer to the following link to know how to construct date format string.
This parameter specifies whether the tool should automatically identify the delimiter or not.
In case this parameter is set to false, then you need to specify the delimiter and text qualifier usin the parameters in the table below.
This parameter specifies the thousand separator for the numeric data.
Default is 0.
This parameter specifies the decimal separator for the numeric data.
The following is the list of parameter values and the corresponding decimal separator.
Default value is0.
Default value is UTF-8.
Set this to true, the tool will identify the BOM and remove the BOM from the file. You can also specify the BOM type (UTF-16LE,UTF-16BE), if you know the type.
In case another import is triggered for the same table when this import is in process, then you can use this parameter to specify whether this import process can override the other import running.
Default value is false.
This parameter controls the action to be taken in case there is an error during import.
Default value is SETCOLUMNEMPTY
The CSV row will be skipped, If the comment character is found at the beginning of the row.
The above will skip the rows starting with $ character while importing.
|ZOHO_DELIMITER||Specifies the delimiter which separates the values in the file. The following is the list of parameter values and the corresponding delimiter:
|ZOHO_QUOTED||Specifies the Text Qualifier which surrounds string values in the CSV file, if available. The following is the list of parameter values and the corresponding text qualifier:
The following screenshot illustrates the common_params.conf file showing some of the import parameters:
To view the data that you have uploaded
- Login to http://reports.zoho.com.
- Click on the corresponding Database name under My Databases.
- Click on the corresponding table at the Left to open the table and view the uploaded data.
1. Can I upload Excel files using Upload Tool
Currently, the Upload Tool supports uploading only data in CSV (Comma Separated Value) file formats. As an alternative, you can export the Excel file into CSV file format and then upload the data.
Follow the steps below to export Excel files into CSV:
- Open the Excel file.
- Click File -> Save As.
- Save the file in CSV format.
- Now upload the newly saved CSV file using Zoho Reports Upload Tool.
2. Can I use my Yahoo / Gmail / Google Apps / Facebook user credentials to upload data using Upload Tool?
Currently, Zoho Reports Upload Tool does not support uploading data using Yahoo / Gmail / Google Apps / Facebook accounts credentials. The Upload Tool expects Zoho Username and Password to authenticate the user. So other login users need to generate a Zoho Username and Password to upload data into Zoho Reports database.
Follow the steps below to generate a Zoho Username and Password:
- Login into Zoho Reports using your Yahoo / Gmail / Google Apps / Facebook account credentials.
- Click the drop-down menu displayed with your user name at the top right corner.
- Click Account Settings menu item, this will open Zoho Accounts Profile page (You can also directly access/open this page using direct link https://accounts.zoho.com).
- In the Home tab, click Change Password link.
- Reset the password.
Now in Zoho Reports home page, you can find the Zoho Username at the top right corner. Use the new Zoho Username and Zoho Password in the Zoho Reports Upload Tool to upload the data into your account.
- Generating Zoho password will not affect signing into your account using your Yahoo / Gmail / Google Apps / Facebook account.
To upload the data of larger size, Zoho Reports Upload Tool splits the data and uploads as batches. The user can configure the number of rows to be sent for each batch by modifying the LINES_TO_SEND parameter in the common_params.conf file. By default this will be set to 5000.
Follow the steps given below to specify the batch size:
- Open /conf/common_params.conf file.
- Set the LINES_TO_SEND parameter to the number of lines you want to upload in each batch as given below.
- Save the configuration file and start uploading the data.
- It is mandatory that the each batch size should not exceed 20 MB or 100,000 records.
4. Can I allow the shared user to upload the data into my table?
Yes, you can allow your shared users to upload data into your tables using Upload Tool. Follow the steps given below to do this.
Steps to be followed by you who is the Admin or Database Owner:
- Login into database owner's account.
- Share the table, in which you want to allow your shared user to upload data, with Import Permission.
- For more details, refer to this FAQ section.
Steps to be followed by the shared user:
- Open /conf/common_params.conf file.
- Add the DBOWNERNAME parameter and set this to Database Owner's Zoho Reports Email id or User name
- Save the configuration file.
- Start uploading the data using the shared user's Zoho Reports credentials.
Problem 1: I get "The host did not accept the connection within timeout of 15000 ms" while trying to upload data using Upload Tool. How to solve it?
Solution: This could be because of improper proxy server settings. If you are connecting the Internet through a proxy server, ensure that you have configured the correct proxy server details in the common_params.conf file. For more details, refer to the Setup: Common Settings and Proxy Configuration section.
Problem 2: I get an error message as ‘out of memory’ while trying to upload the file. How can I solve this error?
Solution: This could be because, the default memory allocated to the Java Virtual Machine (which executes the Upload tool) in your machine was not sufficient to import a large file using our Upload Too. Hence it throws the "Out of Memory". Follow the given steps to resolve this issue:
- Open the file setEnv.bat / setEnv.sh available in the directory <Upload_Tool_Home>/bin
- Add the property -Xmx1024 at the end of the variable JAVA_OPTS as below:
Windows: set JAVA_OPTS=%JAVA_OPTS% -XX:NewSize=48M -Xmx1024M
Linux/Mac: export JAVA_OPTS=$JAVA_OPTS -XX:NewSize=48M -Xmx1024M
- Save the file and start the upload process.
Problem 3: I get "Error!!! Sorry, you cannot upload files that exceed 50MB in size" while uploading data using Upload Tool. How to overcome this?
Solution: To upload the data of larger size, Zoho Reports Upload Tool splits the data and uploads them as batches. It is important that the batch size should not exceed 20 MB or 100,000 records per batch. You can increase or decrease the lines/records to send for each batch in common_params.conf file.
Follow the steps given below to set the lines to be uploaded in a batch:
- Open <Tool_Home>/conf/common_params.conf file
- Change the parameter LINES_TO_SEND=<no_of_lines>
- Save the configuration file and start uploading the data
For more details, refer to #Q3.
Problem 4: I get an error message as "Another import is in progress in this table started by the user 'User name' at 'time of import'." How to overcome this?
Solution: You will get the above message when more than one import process is running on the same table at the same time. Ensure that no other user is importing into the same table before initiating the progress.
Problem 5: I get a message as "ZOHO_MATCHING_COLUMNS is not present in the request parameters list". How to solve it?
Solution: You will get the above error message when you have set the import type to UPDATEADD and have not specified any value for the ZOHO_MATCHING_COLUMNS parameter. This parameter is mandatory when the ZOHO_IMPORT_TYPE is set to UPDATEADD. Set this parameter to column names based on which the existing records in the table need to be matched. If the record already exists in the table then it will be replaced with the new values in the uploaded CSV file. Remaining rows will be added at the end of the table.
- It is recommended to set columns with unique values as matching column.
Problem 6: I get "Error!!! Column "Column_Name" is present in match columns but not in selected columns" while uploading data. How to overcome this?
Solution: You will get the above error when the column specified for the ZOHO_MATCHING_COLUMNS parameter is not available in the table. When you have set Import Type to UPDATEADD, it is mandatory to specify matching column. These columns will be used to check whether a record already exist in the table. Ensure that you have specified a valid column name for matching column before uploading data to avoid failure.
Problem 7: I get error /ZohoReports/UploadTool/bin/UploadFromDB.sh: line 15: java: command not found.
Solution : This error occurs when UploadFromDB.sh/bat file is executed from folder other than <Tool_Home>/bin/. Use the following method to execute the UploadFromDB.sh/bat file:
- Go to the tool home by executing the below command:
- where <tool_path> is the Upload Tool installed location.
- From the <Tool_Home>/bin folder, run the executable file by executing the below command:
For Linux/Mac: UploadFromDB.sh <username> <password>
For Windows: UploadFromDB.bat <username> <password>
Problem 8: I get an error message as "Maximum Concurrent User Tickets Limit Exceeded". How to solve this?
Solution: When you access the service a session will be created, which will be deactivated once you logout or after 7 days. If you did not logout or access the service from multiple locations then multiple active sessions will be created for your account. Zoho service restricts a user to have maximum of 20 active sessions. In case you have exceeded this limit, you will not be allowed the access the service. To overcome this you need to close the active sessions.
Follow the steps below to close the current active sessions.
- Login to http://accounts.zoho.com with your Zoho account credentials
- Choose the Active Session under the Home tab.
- Remove all active sessions by clicking the close all other sessions.
Uploading data from Local (In-house) databases