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===============
Getting started
===============
Introduction
============
This section describes how to get started with import-export. We'll use the :ref:`example application<exampleapp>`
as a guide.
import-export can be used programmatically as described here, or it can be integrated with the
:ref:`Django Admin interface<admin-integration>`.
Test data
=========
There are sample files which can be used to test importing data in the `tests/core/exports` directory.
The test models
===============
For example purposes, we'll use a simplified book app. Here is our
``models.py``::
# app/models.py
class Author(models.Model):
name = models.CharField(max_length=100)
def __str__(self):
return self.name
class Category(models.Model):
name = models.CharField(max_length=100)
def __str__(self):
return self.name
class Book(models.Model):
name = models.CharField('Book name', max_length=100)
author = models.ForeignKey(Author, blank=True, null=True)
author_email = models.EmailField('Author email', max_length=75, blank=True)
imported = models.BooleanField(default=False)
published = models.DateField('Published', blank=True, null=True)
price = models.DecimalField(max_digits=10, decimal_places=2, null=True, blank=True)
categories = models.ManyToManyField(Category, blank=True)
def __str__(self):
return self.name
.. _base-modelresource:
Creating a resource
===============================
To integrate import-export with our ``Book`` model, we will create a
:class:`~import_export.resources.ModelResource` class in ``admin.py`` that will
describe how this resource can be imported or exported::
# app/admin.py
from import_export import resources
from core.models import Book
class BookResource(resources.ModelResource):
class Meta:
model = Book # or 'core.Book'
Importing data
==============
Let's import some data!
.. code-block:: python
:linenos:
:emphasize-lines: 4,5
>>> import tablib
>>> from import_export import resources
>>> from core.models import Book
>>> book_resource = resources.modelresource_factory(model=Book)()
>>> dataset = tablib.Dataset(['', 'New book'], headers=['id', 'name'])
>>> result = book_resource.import_data(dataset, dry_run=True)
>>> print(result.has_errors())
False
>>> result = book_resource.import_data(dataset, dry_run=False)
In the fourth line we use :func:`~import_export.resources.modelresource_factory`
to create a default :class:`~import_export.resources.ModelResource`.
The ``ModelResource`` class created this way is equal to the one shown in the
example in section :ref:`base-modelresource`.
In fifth line a :class:`~tablib.Dataset` with columns ``id`` and ``name``, and
one book entry, are created. A field (or combination of fields) which uniquely identifies an instance always needs to
be present. This is so that the import process can manage creates / updates. In this case, we use ``id``.
For more information, see :ref:`advanced_usage:Create or update model instances`.
In the rest of the code we first pretend to import data using
:meth:`~import_export.resources.Resource.import_data` and ``dry_run`` set,
then check for any errors and actually import data this time.
.. seealso::
:doc:`/import_workflow`
for a detailed description of the import workflow and its customization options.
Deleting data
-------------
To delete objects during import, implement the
:meth:`~import_export.resources.Resource.for_delete` method on
your :class:`~import_export.resources.Resource` class.
You should add custom logic which will signify which rows are to be deleted.
For example, suppose you would like to have a field in the import dataset to indicate which rows should be deleted.
You could include a field called *delete* which has either a 1 or 0 value.
In this case, declare the resource as follows::
class BookResource(resources.ModelResource):
def for_delete(self, row, instance):
return row["delete"] == "1"
class Meta:
model = Book
If the delete flag is set on a *'new'* instance (i.e. the row does not already exist in the db) then the row will be
skipped.
.. _exporting_data:
Exporting data
==============
Now that we have defined a :class:`~import_export.resources.ModelResource` class,
we can export books::
>>> from core.admin import BookResource
>>> dataset = BookResource().export()
>>> print(dataset.csv)
id,name,author,author_email,imported,published,price,categories
2,Some book,1,,0,2012-12-05,8.85,1
.. warning::
Data exported programmatically is not sanitized for malicious content.
You will need to understand the implications of this and handle accordingly.
See :ref:`admin_security`.
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