Upload a file
Add data to your Phocas site using the file upload method.
Last updated
Add data to your Phocas site using the file upload method.
Last updated
User permissions for non-administrators: Databases and File Upload > Allow File Upload
User permissions for administrators: Administration > Databases and Sync
Note there are some technical limitations to adding data to Phocas.
This method of adding data to Phocas doesn't require administrator privileges. However, if you are an administrator, you might prefer this method instead of using Designer or Sync, as it's easier. This method also allows you to automatically join or split items.
You can add data from CSV, XLXS, and other document file types. The files you upload will be available to your administrator as sources for database design.
When you upload a file, you have two options for how to use the file:
Add a new file to Phocas.
Replace (overwrite) an existing file. This option is suitable when you want to upload a new version of a file that is currently in use. Note that in the case of an XLSX file with multiple worksheets, you will replace all of those worksheets during the upload process, as you cannot select a particular worksheet to replace.
If you're an administrator, click Administration > Upload files; otherwise, click Toolbox > Upload files.
Select or drag the file into the upload area.
Select whether to give the file a header row (clear the checkbox if you do not want a header row).
Select where you want to place the file (either a personal or shared source folder).
Select one of these options:
Upload the file as a new file: Select the Upload as a new file with this name option > enter a name for the file > click Upload.
Replace an existing file: Select the file you want to replace > click Replace.
After the file is uploaded, a message displays, advising you to let your administrator know the file is available.
Contact your administrator to let them know the file is available.
(Administrators) In Designer, view and use the new file in a database design. It displays in the data sources panel under your personal data source, labeled with your user name. You can also delete the data sources from there.
