4.8.1 Open Online Template

   The Google sheets linked below fit only the latest upload scripts

  The setup importer is in continuous improvement. Track progress and note current issues in the Setup epic in the Bika Tracker

Copy the Online Template

An easier to use template is kept as Google sheet online, Bika and Senaite Configuration upload Template, licensed on the Creative Commons. Copy and continue

Navigation

All Sheets Button

It is a formidable set of sheets, they are not in alphabetical order, and the easiest way to navigate around is from the All Sheets button

Expand collapsed columns

Validation look-ups 

The spreadsheets can be daunting to complete correctly as references between data objects in the sheets mimic their relationships in the LIMS and data integrity must be maintained. Built bottom up, the logic in Order of Configuration is followed. The sheets are presented in this order, not alphabetically, and loaded in the same sequence for references to be preserved 

In the online Template most of the references are encoded as validation rules to assist

It could be worth your while to approach experienced Bika implementers with the configuration task and hand them all the information you have in their original form. Importing clients and their contacts in this way will save a lot of typing

Invalid entries are highlighted 

New. From version 1.5 onwards, compulsory fields are indicated, invalid entries bright yellow to scan for mistakes quicker

NB. No empty rows

Since Senaite 2 the importer fails on spreadsheet rows that contain formatting but are otherwise empty. Leaving no empty rows in the sheets ensures that this issue is not encountered