Export & Import

Export: Click the Export button in the toolbar to download entity data. A dropdown lets you choose the format:

• JSON — Structured format with model name, entity name, timestamp, and all rows. Can be re-imported into Primentra.
• CSV — Comma-separated values, compatible with Excel, Power BI, and other tools. Text fields containing commas or quotes are properly escaped.
• XLSX — Native Excel workbook format. Opens directly in Excel with columns and headers.

Import: Click the Import button to upload a previously exported JSON file:

1. Upload the JSON file
2. Preview shows each entity with row counts and status
3. Choose an action per entity:
   • Import — Add new rows, skip if Code already exists
   • Overwrite — Match on Code, update existing rows + add new ones
   • Delete + import — Remove all existing data, import fresh
4. Click Apply to execute

Import uses a two-pass approach: all entity data is saved first, then domain references are resolved in a second pass. This means the import order doesn't matter — you can import Area before Zone and the Zone references will still be resolved correctly.

If a domain value cannot be matched to any record in the referenced entity (by Code, Name, or {Code} Name format), the field is left empty and a warning is shown.

Import data

The Import button in the DataGrid toolbar lets you bring data directly from files into Primentra. The button is only visible in API mode (not in the browser-based demo).

Supported formats: .xlsx, .xls, .csv, .json

Step 1 — Upload

Drag and drop a file onto the upload area or click Browse to select one. For multi-sheet XLSX workbooks, a sheet selector appears so you can choose which sheet to import.

Row limits:

• 5,000 rows — a performance warning is shown; the import will still proceed
• 50,000 rows — hard limit; files exceeding this are rejected

Step 2 — Column Mapping

Primentra automatically matches column headers from your file against the entity's attribute names. Matching is case-insensitive and ignores spaces and special characters (e.g. "First Name", "firstname", and "first_name" all match the same attribute).

If auto-detection cannot find a match, or if you want to override the suggestion, use the dropdown next to each column to manually select the target attribute.

Code and Name are required columns — the import cannot proceed until both are mapped.

Step 3 — Preview & Validation

A preview of the first rows is shown along with any validation errors detected in the file:

• Required field — a row is missing a value for a mandatory attribute
• Type mismatch — a value cannot be converted to the target attribute type
• Duplicate code in file — the same Code value appears more than once in the uploaded file

Conflict action — choose how to handle rows where the Code already exists in the entity:

• Skip — leave the existing record unchanged
• Overwrite — update the existing record with the new values
• Replace all — delete all existing records first, then import the file as the full dataset

Error handling — choose what happens when a row fails validation:

• Skip invalid rows — import valid rows and skip the ones with errors
• Stop on first error — abort the entire import if any row fails

Approval bypass warning: if the entity has Requires Approval enabled, a warning is displayed. The import bypasses the approval workflow — rows are written directly to live data without going through the approval queue.

Step 4 — Result

After the import completes, a summary shows:

• Inserted — new records added
• Updated — existing records overwritten
• Skipped — rows skipped due to conflicts or validation errors
• Errors — rows that failed

If any rows produced errors, a Download error CSV button appears. This CSV contains the original row data plus an error description column so you can identify and fix the problem rows.

Value formats

Domain values: use {CODE} Name format (e.g. {EUR} Euro) or just the plain code or name — Primentra resolves all three formats automatically.

Boolean values: 1, true, yes, ja, waar are treated as true. Any other value is treated as false.

Dates: the following formats are supported — YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY, and Excel numeric date serials (the integer format Excel uses internally).