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5.8. Importing Consignees

Importing Consignees

If you have a database with information already entered into it, you may be able to import the data into this program.

Here is a layout of the Consignee file for your reference.

You can import the following types of data: Text, Excel, Lotus 123, Quattro Pro, Paradox files, DBase files, MS Access, and XML files. Run the program. Click File, Import/Export, Import then select Consignees. 

This will open the Import Wizard dialog screen. For our example, we are going to import an Excel file.

After you select the file type, click Next.

This screen is where you need to select where your file is located on your computer that you wish to import.
Use the drop down box to navigate to the file location.
When you have made your selection, click Next.

 

This screen is for Data Format options. For our example & most users, this can be ignored. Click Next.

This will bring up the File preview screen. This is what your data looks like before we map the fields in the program. Make note of what columns your data is in.

Click Next.

This brings up the Mappings dialog screen. This is where you select what fileds from your Excel file and assign them to the appropriate Destination.

 

Use the drop down to select which column from your Excel file you wish to put in each destination.
For example, for BConsigned (Destination), you would select A if your Consignee name is in column A on your Excel spreadsheet (Source).
And so on. Once you have made all of the desired selections, click Next
Note: You do not have to import all of the fields that may be on your Excel Spreadsheet. The wizard will only import those fields that you have selected.

This screen allows you to Preview your mapped fields. If it looks like your data is in the fields you wish them to be in, then click Next.
If there are fields out of place or missing, select Back and make changes.
After you have clicked next, you will be presented with the Summary dialog screen.

Here is where you would select the Import Mode.

You will either select Append to add records to the database OR Copy, which will replace the data that exists with what you are importing.

After you have made your selection, click Execute.

When importing has completed, you will be returned to the program. You can verify that your information has been imported by clicking on Maintenance and the selecting whatever it is you imported.