Importing from Coda

Owned by Elijah Passmore
Last updated: Mar 12, 2023
2 min read

production

Set Up:

This guide assumes the following:

Overview

The import works by following the general pattern:

  1. The AMS edits the AMS INPUT sheet in the export sheet to reflect the information of a project. This information is linked to data in the CODA Clean sheet.

  2. The AMS EXPORT tab is then evaluated for matching key pair values.

How are key pairs evaluated?

Put simply, the keys are what is found in the Asset Code column, and the values are what is found in the Coda Input column.

Obviously, there are more columns than just those, so here’s the breakdown (mandatory columns marked as *):

  • Type*: Specifies the type of the information being written. This is currently either project or record.

  • Record Identifier `recordType/recordSubType*: A special column that is populated when a record is specified. This follows the convention of recordType/recordSubType, e.g: compliance/ecogyLLC.

  • Record Name (in case of Record Identifier collision): A column which specifies record names in the case of any identifier collisions.

  • Asset Code: The asset key, or where the information is found on the object to be written.

  • Coda Input: The asset value, or what information is to be written.

  • Coda Field Name: The corresponding Coda field name. This is not written to the AMS, and is only actually used for reference.

Example

For example, take this row.

This corresponds to the following action in English:

“I want to edit a record, and it is of the type compliance and sub type ecogyLLC. If there are any other records of this type, then look for the one called Ecogy LLC. The field I want to edit is name , and I want to replace it with Ecogy LLC."

Importing

First, navigate to the Project tab within the Data module. Then, click on the Import from Coda button at the bottom of the page.

You will then be presented with this modal:

You will then be prompted to Test the current project. This will show you the result of what will happen if you applied the import.

Assuming no schema errors are detected, you will then be able to click Apply import, which will save the import to the project.

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