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IMPORT

Shadow Tracker ™ Professional

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Using Help | Contents | Index

Shadow Tracker

IMPORT

Shadow Tracker Professional allows certain types of data to be imported directly into your database.

This can be useful if you have a significant amount of pre-existing information that can be used to

create Customer, Employee, Vehicle and/or Map Location Records. Adding the necessary information

from scratch could be a time consuming process, but if you have this information already available

in a different program, there’s a good chance that the program will have an export feature. If this is

the case, then the information can be imported into your Shadow Tracker Professional database, as

a comma-delimited text file. Please refer to the documentation of the program you are exporting

from, for instructions on how to create the comma-delimited text file.

Creating an Import File

IMPORTANT: Before you create an import file, open the Import Utility and familiarize yourself with

how the file should be formatted.

The steps used to determine the formatting requirements needed to create an import file are the

same for each database record type. The illustration below outlines how to format an import file

containing Map Location data.

To create an import file:

1 From the menu, click Tools > Import/Export.

2 In the Import/Export window, click the Import button.

3 In the Import window, select the Map Locations Data button.

Notice that the LocationName

, BranchNumber, and Address1 Data Fields have a check in

the Check Field column, and that the field names are displayed in the lower portion of the

Import window. This indicates that these Data Fields are required in order to create this type

of database record.

IP: The Data Fields that are required, vary according to the type of record being created. When

preparing to import information to create Customer, Employee or Vehicle Records, always review

which fields are required, beforehand. Each required Data Field will have a check in the

Check

Field column when the Import window opens.

3 In the Map Locations Data Fields list, place a check in the Check Field column of each

data field you plan to include in the import file.