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Data Import/Export via CSV/Excel File

This guide provides step-by-step instructions on how to import and export data via CSV/Excel files in QuickBuildWP. By following this guide, you can efficiently migrate listings, categories, and other data into the system.

Steps to Import Data via CSV/Excel

1. Access the Import Feature

  1. Log in to the Admin Panel.
  2. Navigate to QuickBuildWP -> Dashboard.
  3. Click on the Migrate option.
  4. At the top of the page, find the option "Import via CSV/Excel File" and click on it.

2. Select the Field Group

  • Choose the appropriate Field Group for your import.
  • For example, to import listings, select "Listing" as the field group.

3. Upload Your CSV/Excel File

  1. Click on the Upload File option.
  2. Select the CSV/Excel file containing your data.
  3. Click on the Submit button.

4. Map Fields

  • The system will redirect you to the Field Mapping Page.
  • Match the columns in your CSV/Excel file with the corresponding listing field group fields.
  • Once mapping is complete, click Submit to process the import.

Exporting Data for Reference

To ensure proper formatting of your import file, you can export existing data to understand field structures.

Steps to Export Data

  1. Navigate to QuickBuildWP -> Dashboard -> Migrate.
  2. Click on Export to CSV/Excel/PDF.
  3. Select the Field Group and Export Format (CSV, Excel, or PDF).
  4. Choose the fields you want to export.
  5. Click on the Export button.
  6. Use the exported file as a reference for creating an import file.

Importing Data with Taxonomies (Categories, Cities, etc.)

If the imported field group includes taxonomies such as Categories or Cities, use the following format in your CSV/Excel file to define hierarchical relationships.

Taxonomy Separators:

=> (Hierarchy Separator): Defines parent-child relationships.
||| (Category Separator): Splits independent category trees.

Example Format:

Commercial=>Finance|||Arts & Entertainment
  • "Commercial=>Finance" → "Finance" is a child of "Commercial".
  • "Arts & Entertainment" → Separate category tree.
No need to create taxonomies manually; they will be created automatically upon import.

Important Notes

  • All fields are not mandatory. You can create an import file with only the necessary fields.
  • Ensure that the file format is correct (CSV or Excel) before uploading.
  • If you experience any issues, check the exported file for the correct field names.