Difference between revisions of "Form - Data Import"
From All n One's bxp software Wixi
| Line 12: | Line 12: | ||
These instructions assume that an excel spread sheet is to be used to import data into BE. | 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 | 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 | ||
Revision as of 12:21, 6 November 2013
Database - Data Import manages the following functions:
- Load Data Records - Quick Upload
- Load Data Records - Upload File
- Load Data Records - Existing Record Update
- 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
