These 2 days, after extensively testing upload item master, purchase order and sales order on the online trial run version, I got the following idea/proposal to further improve this great tool, welcome to comment
Respect the filtering condition in the list view if the Data Import Tool page is switched from list view.
at the moment, click the download with data button always download all the existing records available in the system, for updating existing data, normally user will filter out the to be updated list in the list view, then download the filtered out list into Excel for editing, then import again, otherwise, it is needed to manually filter out the unwanted data in Excel again.
Allow saving the selected fields to be downloaded as selected_fields for future use, either by others if it is set as public, otherwise personally by the same user, also allow to set one of the selected_fields as default
currently for download the data, user has to select required fields every time, which is tedious and avoidable
do not check the read only mandatory fields when click “select mandatory”
for example for download sales order, after click the “select mandatory” button, the 2 mandatory fields: price list currency and price list exchange rate , they are also read only fields are auto checked, but these 2 fields are not really mandatory fields, they are not meant to be imported! so it is better to not check/select it for “select mandatory”
add a preview(or call it Check) button before the import button
during import, there are times we will encounter various errors, it is most likely some field name or child doctype or child filed name misspelled or missing, if we can have the added feature to preview or check the first few records in a list view with mapped field names as column title, it will be easy to identify the error before actual import start and fix the error more quickly
handle the default value for common fields such as company, price list and status
when manually create a new sales order, the user do not need to manually input value into above mentioned fields , for batch import it is better to handle the default for those fields also
fix one small bug: if the first run of the import encountered error, fixed the data issue in Excel file, then try to delete the old failed file in the browse file list, and browse to the target folder to select the updated Excel file again, the browser page does not response anymore, if manually refresh the page, then browse to select file, it will be OK.
this is a small bug anyway.
this should be handled by Frappe framework as it is generic for all.
Anyone have similar findings or ideas?