User manual

Chapter 5
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Sharing and exchanging data 115
Keep the following points in mind:
1 Data imported via recurring import is read-only in FileMaker Pro.
1 When you set up recurring imports, FileMaker Pro creates a new table for the imported data and a new
layout to display the data. You can customize the layout in Layout mode later, if you wish.
1 To set up recurring imports, you must open a file with an account that is assigned the Full Access
privilege set. For information about privilege sets, see
“Creating accounts” on page 130.
To set up recurring imports:
1. Create a new file, or open the file in which you want to set up recurring imports. See “Creating a
FileMaker Pro file” on page 55 or “Opening files” on page 17.
2. In Browse mode, choose File menu > Import Records > File.
3. For Files of type (Windows) or Show (Mac OS), select the type of file you want to import, then locate and
select the file containing data to import.
4. Select Set up as automatic recurring import, then click Open.
The path of the file you selected appears in the Recurring Import Setup dialog box.
5. To skip importing column headings, select Don’t import first record (Contains field names).
6. Accept the default layout name or type a new name for the layout that FileMaker Pro will create to
display the imported data.
7. Accept the default script name or type a new name for the script you can use for updating data manually.
8. Click OK.
9. If you are importing data from an Excel file, you can import data by worksheet or by named range.
10. The new layout appears in Browse mode in Table View. You can update data, add an empty record to
the file, or add a new field to the layout.
For more information about setting up recurring imports, see Help.
To Do this
Import data by worksheet Select Display worksheets, select the worksheet you want to import,
then click Continue.
Import data by named range, one worksheet or named
range per layout
Select Display named ranges, select the named range you want to
import, then click Continue.
To Do this
Update data Click the script button at the top of the new layout.
Add an empty record to the file (appears as a blank row
at the bottom of the table)
Click + at the bottom of the table.
Add a new field to the layout (appears as a blank column
on the right in the table)
Click + in the table heading.