Difference between revisions of "Form - Data Import"

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'''Database - Data Import''' manages the following functions:
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Database - Data Import manages the following functions:
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# Load Data Records - Quick Upload
 
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# Load Data Records - Upload File
 
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# Load Data Records - Existing Record Update
 
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# Load bxp software Archive - (Date and Contact History)
 
  
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==='''Load Data Records - Quick Upload'''===
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*An Excel spread sheet is used to import data into BE.
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1. Load Data Records - Quick Upload
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*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 form.
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2. Load Data Records - Upload File
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*This is '''VERY important''' for the successful upload of records.
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3. Load Data Records - Existing Record Update
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*Mathematical functions, for example &, /, % must be avoided.
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4. Load bxp software Archive - (Date and Contact History)
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*The formatting of the text in the import file must be accurate also.
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*Refer back to '''Field Mapping – Manage''' (Database – Field Mapping).
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'''Load Data Records - Quick Upload'''
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*'''Load Data Records – File Quick load''' is used to browse for a specific file on your PC and upload it successfully into BE.
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These instructions assume that an excel spread sheet is to be used to import data into BE.
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*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.
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Problems can sometimes occur when there is hidden information in cells so try and keep the data (text) as clean as possible
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*If the headings match, the system will show '''Yes''' beside the field names and these records can then be uploaded successfully.
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*If they do not match, the system will show '''No''' beside the field names and these records will not be uploaded successfully.
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*The file will be imported only if the headings in the spread sheet are mapped to the New Column Names in Database - Field Management
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*If you are sure that all the data is correct, there is no need to verify and you can simply upload the file.
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*Avoid symbols such as %, +, =
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<br/>
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**Click Load Data Records – File Quick load, browse to the file and click Upload file
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==='''Load Data Records - Uploaded File'''===
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*The system now allows you to verify that the column headings  have been correctly mapped
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*Here, you can upload a file that has already been added to the system.
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*If confirmed, the records will upload successfully, if not, they won’t and you need to check your work
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*There will be a list of files displayed on the screen.
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*If you are sure the data is correct, there is no need to verify and you can simply upload the file
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*Choose the file you wish to upload.
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*If no files have been added to the system, then no files will be displayed.
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<br/>
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'''Load Data Records - Uploaded File'''
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==='''Load Data Records - Existing Record Update'''===
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Upload to your form a file that has already been added to the system.
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*If there are records already in the system that need updating:
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*Browse for the file
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 *Click Load Data Records – Use uploaded file
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*Upload it straight into the form
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*A list of files will be displayed
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*Update all the relevant records
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*Choose the file you want to upload
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<br/>
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*If no files have been added to the system, no files will be displayed.
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==='''Load bxp software Archive - (Data and Contact history)'''===
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*Load custom files into a form using '''Create Form Archive - By Last Contact''', from the Database Export Section.
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'''Load Data Records - Existing Record Update'''
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If there are records in the system that need updating from a spread sheet:
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 *Click Load Data Records - Existing Record Update
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*Browse for the file
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*Upload it to the form
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'''
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Load bxp software Archive - (Data and Contact history)'''
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Load custom files into a form using Create Form Archive - By Last Contact, in Database Export

Revision as of 12:04, 6 November 2013

Database - Data Import manages the following functions:


1. Load Data Records - Quick Upload 2. Load Data Records - Upload File 3. Load Data Records - Existing Record Update 4. Load bxp software Archive - (Date and Contact History)

Load Data Records - Quick Upload These instructions assume that an excel spread sheet is to be used to import data into BE. Problems can sometimes occur when there is hidden information in cells so try and keep the data (text) as clean as possible

 *The file will be imported only if the headings in the spread sheet are mapped to the New Column Names in Database - Field Management  *Avoid symbols such as %, +, =  **Click Load Data Records – File Quick load, browse to the file and click Upload file  *The system now allows you to verify that the column headings have been correctly mapped  *If confirmed, the records will upload successfully, if not, they won’t and you need to check your work  *If you are sure the data is correct, there is no need to verify and you can simply upload the file


Load Data Records - Uploaded File Upload to your form a file that has already been added to the system.

 *Click Load Data Records – Use uploaded file  *A list of files will be displayed  *Choose the file you want to upload  *If no files have been added to the system, no files will be displayed.


Load Data Records - Existing Record Update If there are records in the system that need updating from a spread sheet:

 *Click Load Data Records - Existing Record Update  *Browse for the file  *Upload it to the form

Load bxp software Archive - (Data and Contact history)

 Load custom files into a form using Create Form Archive - By Last Contact, in Database Export

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