We purchased WPDataTables and are building a site for customers to review their purchase history which is being exported as a .csv file from our ERP system. We plan to uploaded (append data) into the table monthly and could exceed 5k records with each monthly load. I would like to know how best to generate the customer purchase table in a way that I can upload records into every month?
Column Headings below, Address Number is Unique key
Customer Name Address Number Receipt Number Date Received Shipment ID Item Number Description Description 2 Product Category Product Sub-Cat Manufacturer Product Type Length Curve Electrodes Size Spacing
If I understood you correctly, you plan to use the CSV file for updating the table.
If this is true, you have two options:
1. To create a table linked to an existing CSV file. In this case, the file will be used for table generation, and it will not be editable from within the plugin. The file will be duplicated and stored in ..wp-content/uploads/YEAR/MONTH/ folder. Then, to update it you will need to overwrite that file, and the table will be updated. Please note, though, that you need to keep the structure, so adding, deleting, renaming and rearranging columns will break the table.
2. To import the CSV file. This will create a manual table, which will be stored in the database. This table will be editable, but it will not be linked to the source file anymore. To update it, you would need to find that manual table in the database (by default, they are saved like wp_wpdatatable_#, where the # is the database table ID), and to update it by importing the CSV file directly in the database.
Hello and thank you for the reply. I have tried to create the table linked to a csv file and successfully maintained a sync via ftp to the file., however in using the csv linked option to create the table I lose the ability to limit what the customer can see as the 'Users see and edit only own data" is not available.
If I manually add the table the option becomes available but how do I uploaded new records into it the table at the end of every month? can I use and ftp method?
If you need to limit per user ID, you will need to keep the imported table, but to update it, you will need to go directly to the database, and import the CSV file in the database table.
You should keep only the new rows when importing data, so you avoid duplicate entries
I understand fully and thank you. 1 final question sir. Lets assume that the Data is being filtered on user ID and the customer calls into our helpdesk with questions about the data. How does a site admin or customer service rep view the data if we are limiting access by User ID. Is their a wild card symbol within wpdatatables that allows someone with the appropriate credentials to view all records or contain multiple user ids?
Well, if you enable Users see and edit only own data feature, your administrators can still see the table in back-end. They simply need to enable the slider in the editing tab:
We purchased WPDataTables and are building a site for customers to review their purchase history which is being exported as a .csv file from our ERP system. We plan to uploaded (append data) into the table monthly and could exceed 5k records with each monthly load. I would like to know how best to generate the customer purchase table in a way that I can upload records into every month?
Column Headings below, Address Number is Unique key
Customer Name Address Number Receipt Number Date Received Shipment ID Item Number Description Description 2 Product Category Product Sub-Cat Manufacturer Product Type Length Curve Electrodes Size SpacingHello Mark
Thank you for your purchase.
If I understood you correctly, you plan to use the CSV file for updating the table.
If this is true, you have two options:
1. To create a table linked to an existing CSV file. In this case, the file will be used for table generation, and it will not be editable from within the plugin. The file will be duplicated and stored in ..wp-content/uploads/YEAR/MONTH/ folder. Then, to update it you will need to overwrite that file, and the table will be updated. Please note, though, that you need to keep the structure, so adding, deleting, renaming and rearranging columns will break the table.
2. To import the CSV file. This will create a manual table, which will be stored in the database. This table will be editable, but it will not be linked to the source file anymore. To update it, you would need to find that manual table in the database (by default, they are saved like wp_wpdatatable_#, where the # is the database table ID), and to update it by importing the CSV file directly in the database.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Aleksandar,
Hello and thank you for the reply. I have tried to create the table linked to a csv file and successfully maintained a sync via ftp to the file., however in using the csv linked option to create the table I lose the ability to limit what the customer can see as the 'Users see and edit only own data" is not available.
If I manually add the table the option becomes available but how do I uploaded new records into it the table at the end of every month? can I use and ftp method?
Hello Mark
Unfortunately, both methods have limitations.
If you need to limit per user ID, you will need to keep the imported table, but to update it, you will need to go directly to the database, and import the CSV file in the database table.
You should keep only the new rows when importing data, so you avoid duplicate entries
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Aleksander,
I understand fully and thank you. 1 final question sir. Lets assume that the Data is being filtered on user ID and the customer calls into our helpdesk with questions about the data. How does a site admin or customer service rep view the data if we are limiting access by User ID. Is their a wild card symbol within wpdatatables that allows someone with the appropriate credentials to view all records or contain multiple user ids?
Hi again Mark
Well, if you enable Users see and edit only own data feature, your administrators can still see the table in back-end. They simply need to enable the slider in the editing tab:
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables