'''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)
===1. Load Data Records - Quick Upload2. Load Data Records - Upload File3. Load Data Records - Existing Record Update4. Load bxp software Archive - (Date and Contact History) '''Load Data Records - Quick Upload'''===*An Excel 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''' only if the headings in the Spread spread sheet are mapped to the New Column Names in the Database - Field Management part of the form. *This is '''VERY important''' for the successful upload of records. *Mathematical functionsAvoid symbols such as %, 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).*'''Click Load Data Records – File Quick load''' is used , browse to browse for a specific the file on your PC and upload it successfully into BE.click Upload file *When the file has been uploaded, the The system now allows you to '''verify''' that the New Column Name in the field mapping section is column headings have been correctly mapped to the heading names in the spread sheet. *If the headings matchconfirmed, the system records will show '''Yes''' beside the field names and these records can then be uploaded upload successfully.*If they do , if not match, the system will show '''No''' beside the field names they won’t and these records will not be uploaded successfully.you need to check your work *If you are sure that all the data is correct, there is no need to verify and you can simply upload the file.<br/>==='''Load Data Records - Uploaded File'''===*Here, you can upload Upload to your form a file that has already been added to the system. *Click Load Data Records – Use uploaded file *There will be a A list of files will be displayed on the screen. *Choose the file you wish want to upload. *If no files have been added to the system, then no files will be displayed.<br/>==='''Load Data Records - Existing Record Update'''===*If there are records already in the system that need updatingfrom a spread sheet: *Click Load Data Records - Existing Record Update *Browse for the file *Upload it straight into to the form*Update all the relevant records<br/>==='''Load bxp software Archive - (Data and Contact history)'''===* Load custom files into a form using '''Create Form Archive - By Last Contact''', from the in Database Export Section.
