Difference between revisions of "Form - Data Import"
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Philip Lacey (talk | contribs) (Created page with "As system champion, you may need to '''import records''' into a particular campaign in the system. *An Excel spread sheet is used to import data into BE. *The file will be imp...") |
Philip Lacey (talk | contribs) |
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As system champion, you may need to '''import records''' into a particular campaign in the system. | As system champion, you may need to '''import records''' into a particular campaign in the system. | ||
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| + | =='''Load Data Records - Quick Upload'''== | ||
*An Excel spread sheet is used to import data into BE. | *An Excel spread sheet is used to import data into BE. | ||
*The file will be imported '''ONLY''' if the headings in the Spread sheet are mapped to the New Column Names in the Database - Field Management part of the campaign. | *The file will be imported '''ONLY''' if the headings in the Spread sheet are mapped to the New Column Names in the Database - Field Management part of the campaign. | ||
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*Refer back to '''Field Mapping – Manage''' (Database – Field Mapping). | *Refer back to '''Field Mapping – Manage''' (Database – Field Mapping). | ||
*'''Load Data Records – File Quick load''' is used to browse for a specific file on your PC and upload it successfully into BE. | *'''Load Data Records – File Quick load''' is used to browse for a specific file on your PC and upload it successfully into BE. | ||
| + | *When the file has been uploaded, the system allows you to '''verify''' that the New Column Name in the field mapping section is correctly mapped to the heading names in the spread sheet. | ||
| + | *If the headings match, the system will show '''Yes''' beside the field names and these records can then be uploaded successfully. | ||
| + | *If they do not match, the system will show '''No''' beside the field names and these records will not be uploaded successfully. | ||
| + | *If you are sure that all the data is correct, there is no need to verify and you can simply upload the file. | ||
Revision as of 12:46, 26 March 2012
As system champion, you may need to import records into a particular campaign in the system.
Load Data Records - Quick Upload
- An Excel spread sheet is used to import data into BE.
- The file will be imported ONLY if the headings in the Spread sheet are mapped to the New Column Names in the Database - Field Management part of the campaign.
- This is VERY important for the successful upload of records.
- Mathematical functions, for example &, /, % must be avoided.
- The formatting of the text in the import file must be accurate also.
- Refer back to Field Mapping – Manage (Database – Field Mapping).
- Load Data Records – File Quick load is used to browse for a specific file on your PC and upload it successfully into BE.
- When the file has been uploaded, the system allows you to verify that the New Column Name in the field mapping section is correctly mapped to the heading names in the spread sheet.
- If the headings match, the system will show Yes beside the field names and these records can then be uploaded successfully.
- If they do not match, the system will show No beside the field names and these records will not be uploaded successfully.
- If you are sure that all the data is correct, there is no need to verify and you can simply upload the file.
