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| | Database - Data Import manages the following functions: | | Database - Data Import manages the following functions: |
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| − | | + | 1. Load Data Records - Quick Upload |
| − | 1. Load Data Records - Quick Upload | + | 2. Load Data Records - Upload File |
| − | 2.Load Data Records - Upload File | + | 3. Load Data Records - Existing Record Update |
| − | 3.Load Data Records - Existing Record Update | + | 4. Load bxp software Archive - (Date and Contact History) |
| − | 4.Load bxp software Archive - (Date and Contact History) | |
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| − | '''Load Data Records - Quick Upload'''
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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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| − | 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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| − | *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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| − | *Avoid symbols such as %, +, =
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| − | **Click Load Data Records – File Quick load, browse to the file and click Upload file
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| − | *The system now allows you to verify that the column headings have been correctly mapped
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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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| − | *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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| − | '''Load Data Records - Uploaded File'''
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| − | Upload to your form a file that has already been added to the system.
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| − | *Click Load Data Records – Use uploaded file
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| − | *A list of files will be displayed
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| − | *Choose the file you want to upload
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| − | *If no files have been added to the system, no files will be displayed.
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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
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