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6.13. How to Import Addresses from an Excel spreadsheet

Here are the instructions to import data from an Excel spreadsheet
into the Address database.

The first thing you need to have in the Excel database is the data
separated into different columns.  Such as the following:

Column A - Name
Column B - Address 1
Column C - Address 2
Column D - Address 3

Or, you can have it set up to include a separate City, State, Zip fields.

Column A - Name
Column B - Address 1
Column C - Address 2
Column D - City
Column E - State
Column F - Zip/Postal Code
Column G - Country

After this is accomplished, then we can go ahead and import into the Address
database.

Run the program.  Click on the Options menu, then Import/Export Mailing Addresses,
then Import Addresses. 

 

This will display the Import selection screen. 

You will need to select which type of address layout you are about to import.  Either the
Default or the CSZ layout.  Then click on the Import button.  This will run the
Import Wizard.

 

The first screen will ask you what File Format are you importing from.  Here, you
select Excel file.  Then click on the Next button.

 

This screen will ask you to select the file to import from.  Just either key in the
file location or you can click the button to the right, to browse for the file and
select it.  After you have selected a file, click on the Next button.

 

This screen can be skipped because it has to do with different Data Formats that
do not relate to this task.  So, just click on the Next button.

 

This screen will display some of the data in the spreadsheet.  You can either select
where this data goes into the Address file fields, or skip to the next screen to do it
there.  Here are the instructions to assign the data to the fields.  Just click on the
Column Heading for each column.  This will display the fields in the Address file, just
select the one for each column of data you have.  When you are done, you can click on the Next button.

 

This screen will display the Mappings.  Here you can assign the Columns in your Excel file
to the fields in the Address file.  Just click on the Source fields, to display the Columns
that are in your Excel spreadsheet. 

 

Be sure to assign the name field to the Sort Name along with the Address Name.  This is needed otherwise you will not have a Sort Name assigned and it will appear that the database is empty.   After you are done assigning the data to the fields,
just click on the Next button.

 

You will then be displayed the data assignments with the data from your Excel file.
You can click on the Back button if something does not fit right.  When satisfied with the
results, click on the Next button.

 

This is the last screen to actually Execute the Importing.  You can Append the data, or Copy into the file.  After this selection is completed, click on the Execute button to import the data.

If you make a mistake, and want to clear the data and import again, just click on the Addresses button to display the addresses screen.  Click on the Edit Menu, then Delete All the records from the Address Database.

It is a little long winded, but if you follow these instructions you should be able to Import
with ease.  These same instructions are good for other database types too.