![]() |
|
Click here to go to Help Index | ||||||||||||||||||||||||||||||||||||||||||||||||
Importing records from Maximizer | ||||||||||||||||||||||||||||||||||||||||||||||||||
Import of your existing contact information records is carried out through the Import Manager QImport, a desktop application that provides table loading, field cross-matching, import preview and modification and import or removal of imported records. Steps:
Importing from the CSV file database into the main online database 1. On your desktop, select Start > Programs > Dalco > QApps > QImport Import Manager to start the import program. 2. Ensure QImport knows the online URL to insert the data into. The desktop import program needs to know the URL of your online installation so that it can send the imported records to the database. To do that:
2. Under Option 2. of [Step 2: Select data] ensure the .csv option is selected. 3. In the table drop down list [Get this table >], it should show Contacts. If not, select Contacts from the list. 4. Click [Get this table>] and move to the output folder you used when creating the .csv Maximizer file. If you used the suggestion, it will be named contacts_maximizer.csv. 5. Select and [Open] the file. 6. QImport should load the file and display [Step 3: Set fields: 7. Select the fields one by one from the Source fields list and either drag them across and drop them on their equivalent in the Destination fields list, or click the destination field and click [>> Insert >>]. Here's a list of suggested matches:
8. Important: click 9. Click the tab [Step 4: Get source records]. Add any filters if needed (see the section below Step 4 for more information). 10. If the path and file name of the database is not correct, click [Get] to move to the folder where the .csv file database was saved and select and load the file. 11. If the path and file name of the database was not correct and you moved to the correct database, click [Resave definition]. 12. Click [Load records from source]. If an error occurs, ensure that the path and file name are correct, then click [Resave definition] followed by [Load records from source] again. 13. The tab [Step 5: Approve and post] will display the records that are going to be imported. 14. Review the list, delete any rows you don't want imported. 15. Test the import by selecting the Check for duplicates and display in log .... checkbox, then click [Approved - Proceed]. QImport will go through a complete check of the source contact records against the destination database and will show each record in a list, identifying those that might be duplicates. You don't have to delete possible duplicates, but it makes for a cleaner database. 16. After reviewing the list and removing any duplicates (by clicking the [Step 5: ...] button, clicking on the undesired record's row and clicking the keyboard delete button):
17. Click [Approved - Proceed] and read and approve the dialogs that follow to commence importing. You can likely click [Yes] to bypass this dialog if it displays: 18. Review the list after import and if everything is OK, close Q Import. Note: you can delete all the records you imported should that be necessary. In [Step 5: Approve and post], select the Delete these records from the server .... checkbox and proceed. |
||||||||||||||||||||||||||||||||||||||||||||||||||