User's Manual

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First select whether you would like to import to your current database or export data from your current
database to another one. To import or export data from another database, select import. Click on the
“Browse” button to locate the database you wish to import or export the data from.
Highlight the database you wish to import or export the data from and click on the “Open” button. The
database information will be now listed.
You will be required to include the ODES Database Password if you are importing/exporting from an
ODES database that is in a zipped format.
Select the Client Import Criteria from the selection provided:
x All Clients
o This will import/export the clients as well as all new templates, custom tests, and super
protocols.
x Selected Clients
o A list of clients will appear and you will be required to highlight which ones you would like
to import/export. These clients will be imported/exported as well as all new templates,
custom tests, and super protocols.
x Starting Date
o A date from and to will need to be entered. This will import/export all the clients with the
starting date (which is outlined in case information) in these date ranges. It will also
import/export all new templates, custom tests, and super protocols.
x Status
o A list of the different status options will be available for you to choose from. Status is
selected for each client through case information. It will also import/export all new
templates, custom tests, and super protocols.
x Employer