File Export and Upload

File Menu

Every ClearIP page with a table also has a File button with options to Upl;oad, Download or Print the table on the page.

The Print feature enables printing of the current ClearIP table. The Download feature exports the current ClearIP table to a downloadable Morozoff Excel file.

When printing or downloading, only the currently visible rows and columns are included. To include fewer or more rows, change the page size. To include fewer or more columns, change the visible columns with the Columns menu.

Upload

Some tables also have an Upload option under the File button. The Upload feature allows for the addition of multiple records to the table simultaneously. A record is a row in the table.

Before uploading, records must be saved in an Excel file. The records must be formatted so that the column headers in the Excel file exactly match the column headers in the ClearIP table. This can be done either manually or by downloading the current table as an Excel file.

Exporting the table will produce an Excel table with the proper columns and column headers, and the desired values can then be filled in. Non-required fields can be left blank, but all required fields for each entry must be filled in. Required fields can be viewed by clicking on the Add button above the ClearIP table and examining the form.

Once the Excel file has been completed and saved, upload the file by clicking the Upload button. The records will appear in the table shortly, but larger files will require more time to upload.

Upload Errors

During the upload process, the data in the Excel file will be checked for errors before the upload is completed.

First, the records will be validated to see if there are any typographical errors such as misspellings or incorrect capitalization. Second, the records will be uploaded and compared to the existing records to see if any records being added would violate a uniqueness constraint.

If there is at least one error in the Excel file, an Error box will appear. For a validation error, the Error box will highlight the line of the first record with an error and list the columns of that record that contain errors. In this case, the errors in the records file need to be corrected, saved, and reuploaded.

For a uniqueness constraint violation error, an Error box will appear and an Excel file containing only the records with errors will be downloaded. The records without errors will have been uploaded. The records with errors should be corrected and reuploaded if necessary.