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Importing and Exporting
Importing Records, Forms, etc from Another Database
To know how to import data from an external database of a similar format, please see the Synchronization section.
Importing from 3rd Party Databases (Access, Excel, Lotus)
General
Using this program you can import (export) data from databases of the following
types:
| Microsoft Jet Database |
*.mdb |
| Microsoft Excel 3.0 |
*.xls |
| Microsoft Excel 4.0 |
*.xls |
| Microsoft Excel 5.0/95 |
*.xls |
| Microsoft Excel 8.0/97 |
*.xls |
| 1-2-3 WKS Lotus WK1 |
*.wks |
| 1-2-3 WK1 Lotus WK1 |
*.wk1 |
| 1-2-3 WK3 Lotus WK3 |
*.wk3 |
| 1-2-3 WK4 Lotus WK4 |
*.wk4 |
Select the File > Import/Export > Import From 3rd Party Database
menu item to open the import dialog:
For correct data import the following data should be specified: the database
and the table to import records from (1-2),
the folder and the record type to import records to (3) and the fields to
import (4):
1. To select the database you want to import records from, click the Browse button (...) in the Import From pane.
2. In the drop down list of the Import From pane select the
table to import records from.
3. In the Import To pane select the folder to import records to
and the Record
Type for the imported records.
4. In the Fields to Import pane set associations between the
fields of the imported table and database fields by double clicking the field to
import.
To start import, click the Import button.
Advanced
On the Advanced tab you can set advanced import parameters:
- Try to clear the folder content... - select this check box to clear the target folder before starting the import procedure. Use this check box for complete records update.
- Don't export records. I will use script to update external database - select this check box to change data in another database with the help of the script. Learn more...
Exporting To 3rd Part Databases (Access, Excel, Lotus)
To open the export dialog window, select the File > Import/Export > Export To 3rd Part Database menu item.
Records configuration and export into another database is performed similar
to the import procedure.
Besides usual data export, using field correspondence, it is possible to change cells in another database with the help of a script during the export. Learn about exporting...
Presets
If you import (export) records frequently, the configuration of the data transfer (e.g., a path to the database, relation between the database fields, etc.) can be saved as a Preset. To work with presets, click the corresponding button in the bottom left part of the window:
- Save... - used to save the current settings for import/export as a preset;
- Load... - used to open an existing preset;
- Delete Presets... - used to delete one or several presets.
Using Presets and Script Designer, you can completely automate the import/export process and perform it with one click.
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