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Import and Export

calServer offers various options for data import and export to support data exchange with external systems and bulk data processing.

Table Import

Via the quick entry in the main menu, records can be imported into the system using table import.

Supported import formats:

  • CSV (comma-separated or semicolon-separated)
  • Excel (.xlsx)

During import, the columns of the import file are mapped to the fields in calServer (mapping). The system checks the data for plausibility and displays errors before the final import.

Typical import scenarios:

  • Initial population of the inventory
  • Migration of customer data from legacy systems
  • Import of calibration data from external laboratories
  • Bulk update of master data (e.g., locations, intervals)

Document Import

Documents can enter the system via two methods:

  • File Upload -- Manual upload via the file section
  • Inbox Folder -- Automatic ingestion via the inbox folder with optional pattern recognition

When importing via the inbox folder, files are automatically recognized based on predefined match patterns and assigned to the correct device, customer, or process.

Excel Export

List views in calServer (e.g., inventory list, customer list, order list) can be exported as an Excel file. The export takes into account the currently applied filters and column settings.

PDF Export

PDF reports are generated via the reporting system. The following export options are available:

  • Individual reports -- Calibration certificates, test reports, and inventory reports as PDF
  • Bulk export -- Multiple reports simultaneously as PDF or in a ZIP archive
  • Wiki export -- Documentation pages from the Wiki module as PDF

Further information on report types and templates can be found under Reports and Certificates.

DCC Export

The Digital Calibration Certificate (DCC) export generates XML files according to PTB standard. DCC files contain machine-readable calibration data and can be imported into other systems.

The export is available via the action menu of a calibration process or as a bulk export from the calibration list.

API Export

Data can be exported programmatically via the REST API. The API supports JSON output for:

  • Inventory data
  • Calibration results
  • Customer data
  • Order data

The API requires token-based authentication. Access rights are controlled via the role system.

Note

The configuration of import templates and column mappings is done in the administration area. For API access, API keys are issued in the user profile or by the administrator.