imarc/craft-sheetsync

Allows you to import CSV, XLSX, and other spreadsheet files into Craft sections as entries.

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Type:craft-plugin

0.13.13 2021-05-26 15:42 UTC

README

Allows you to import/sync spreadsheet files into Craft sections as entries.

Configuration

Settings should be configured in craft/config/sheet-sync.php. Default settings are grouped together, and other settings are grouped by the name of the sync:

return [
    'default' => [
        // default sync settings
    ],
    'name-of-a-sync' => [
        // sync specific settings
    ],
];

Valid Settings

  • section - the handle for the CMS section you'd like to sync to.
  • filename - the name of the file you would like to sync (if not specified when the sync is called.)
  • entry_type_id (optional) - if there's multiple entry types within the section, this will let you specify which one to use for new entries. If there's only one entry type, you don't need to specify this.
  • find - this should be a closure (or callable) that takes two arguments, $criteria and $row, that modifies $criteria to pullback the corresponding entry to $row if it exists.
  • slug - this is either a string (the handle for a field) or a closure (or callable.) If it's a string, then the plugin will use that field to generate a slug for the entry. If it's a closure, it's passed the current entry and expected to return a valid slug.
  • fields - see the next section.
  • authorId (default: 1) - ID to attribute creating entries to.
  • delimiter, enclosure, and escape (default: ',' '"' and '\') - these are passed directly to fgetcsv().
  • reader (optional) - Allows you to override the class used to read the file. For example, you may want to set this to \imarc\sheetsync\services\PlainCsv to use the significantly more performance reader that just uses fgetcsv() instead of phpoffice/phpspreadsheet.
  • headers (optional) - Allows you override how headers for the sheet are determined. By default, the plugin will use the first row, but you can return a static array of headers, or you can write a function that takes the $reader as an argument and read in (and/or skip) multiple rows.
  • cleanUpOnKey (optional) - When set, will delete any entries with this key set that aren't in the current sheet.
  • minImport (default: 0) - Cleanup will only run if more than this number of entries were updated or created.

Fields

Fields are configured as an associative array. The key should be the name of a Craft field handle. The value can either be a string (and one of the CSV file column headers), or a closure (or callable) that is passed the current row (as an associative array) and the sync instance, that should return the value for this field. These closures are called after other populating is done, so if you need to cross reference, you can. For example, this will search through the current section for users by name based on the current row's value in 'Assistant Name' and create the relationship for Craft:

    // ...
    'fields' => [
        // ...
        'someUsers' => function($row, $sync) {
            $criteria = craft()->elements->getCriteria(ElementType::Entry);
            $criteria->sectionId = $sync->section->id;
            $criteria->type = $sync->entry_type_id;
            $criteria->name = $row['Assistant Name'];
            $entries = $criteria->find();

            if (count($entries)) {
                return [(int) (current($entries)->id)];

            } else {
                return null;
            }
        },
    ],
    // ...
Builtin Fields

You can also overwrite all of the following builtin fields. Under most circumstances, you'll only set id and title. It's important to note that for date fields, Craft expects an instance of DateTime and not just a numeric timestamp or string.

  • authorId - integer
  • dateCreated - DateTime
  • dateUpdated - DateTime
  • enabled - boolean
  • enabledForSite - boolean - normally this is set automatically when you provide siteId values
  • expiryDate - DateTime
  • id - integer
  • postDate - DateTime
  • revisionNotes - string
  • slug - string
  • title - string

Here's an example of what you might put in your config/sheet-sync.php file to deal with a date field:

    'expiryDate' => function($row) {
        return new DateTime($row['expiration']);
    },

It's handy to remember that DateTime's constructor can handle all kinds of strings too, such as 'next month', '+90 days', etc.

Usage

The most common way to use this is to access if via the Craft Control Panel under Utilities, Sheet Import. From there, you can select the name of the sync you'd like to run and (optionally) upload a CSV file.

Via Command Line

To run a sync, first navigate to the folder in /var/www/ that has craft. Then

$ php craft sheet-sync/default/sync --name='name-of-a-sync'

You can optionally specify a specific file to use:

$ php craft sheet-sync/default/sync --name='name-of-a-sync' --file=path/to/file