Form - Data Import

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

• 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

• 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