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    Import Records

    Overview

    Select Farm

    Import Records

    Duplicate Report

    Error Report

    Overview

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    Note: This screen is not currently available. It is planned for an early 2019 release

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    The purpose of this screen is to help new users quickly transition to the full capabilities of StockManager by importing previous animal records. Additionally, the screen enables users to import animal data files provided by external sources.

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    The screen displays all previous animal record imports for a Farm, enables a user to initiate new imports, and see duplicate and error reports for previous import. 

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    This documentation covers:

    1. How to create and view animal record imports

    2. How to view and interpret duplicate reports

    3. How to view and remediate import errors

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    Select Farm

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    When you initially select Import Records from the user menu, it will present a screen where you select the farm to view the Import Records screen (see below). This step is required due to the web portal structure that allows users to view and manage multiple farms associated with the account.

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    Simply select the down arrow in the Select Farm box and select the name of the Farm to be presented with the Import Records page for that farm.

    Import Records

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    Once the farm is selected, the system will display a screen similar to what is shown below. The information on the screen is:

    • Farm Name - from the previous selection

    • Select File

      • Opens the file browser on the device to select the import file (limits selections to .csv files)​

      • Once a .csv file has been selected, it will place the name of the file in the field

      • The file must be formatted to StockManager standards. Each record on the file must have:

        • A unique EID number & Animal Type and/or a unique (Animal Type - VID Year - VID Number) combination for the farm

        • A StockManager standard data element name 

        • A StockManager standard data element value for the data element

        • A StockManager standard date entry that indicates when the data was recorded to the animal record

        • Click here for a spreadsheet with standards definitions and input template. If you need assistance extracting .csv files from your devices or current systems, compiling them and transforming the values to StockManager standards, you can find qualified, fee based resources  in the Services Partners page. 

    • IMPORT button

      • Remains inactive (gray) until an import file has been selected

      • Once selected, this will initiate the import. This will be indicated by a new row being added to the top of the Import History table with Processing status

    • Import History Table including:

      • Date - displays the date the import was initiated

      • FIle Name - the file name of the import

      • Status

        • ​Errors - indicates that there were issues with the data in the file. Select the Error Report (see below) to view the details.
        • Processing - indicates that a new import has been initiated and has not finished
        • Success - indicates that all records have been imported without errors or duplicates
        • Success - duplicates - indicates that unique records have been imported but some duplicate records were on the file and were not imported. Select Duplicate Report (see below) to view the details.

      • Display

        • Duplicate Report - if the import file contains duplicate data (same tag information, data element, data element value and date), this link will be shown. Selecting it will display the report of the duplicate data (see below)

        • Error Report - if the import file contains erroneous data (missing or not conforming to StockManager standards), this link will be shown. Selecting it will display the report of the errors so these can be resolved on the import file and import attempted again.

    Duplicate Report

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    If Duplicate Report is selected from the Import History table it will display the details for any duplicate records (same tag information, data element, data element value and date) in the import file that are already in the system. 

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    The information on the screen is as follows:

    • EID - up to 15 digits

    • Animal Type - Cattle, Deer or Sheep

    • VID Year - 9999 or 2007 - 2019 

    • Visual Tag # - any 20 character string

    • Data Element - StockManager standard data element name 

    • Value - StockManager standards conforming value for the data element

    • Date - date entry that indicates when the data was recorded to the animal record

    Error Report

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    If Error Report is selected from the Import History table it will display error details for any record on in the import file. This is provided so errors can be resolved on the import file and import attempted again.

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    The information on the screen is as follows:

    • File Line - the line of the import file where the error occurred

    • EID - up to 15 digits

    • Animal Type - Cattle, Deer or Sheep

    • VID Year - 9999 or 2007 - 2019 

    • Visual Tag # - any 20 character string

    • Data Element - StockManager standard data element name 

    • Value - StockManager standards conforming value for the data element

    • Date - date entry that indicates when the data was recorded to the animal record

    • Error - description of the record error

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