|•||Chart of Accounts|
The above files may be IMPORTED from a MICROSOFT EXCEL 2003 compatible file type.
User Tip: Export the SWORD files using the Export SWORD Files option to create a template file to be re-imported with your data.
Caution: Importing Files Requires EXCLUSIVE USE!
Step 1: Source File Options
|1.||Navigate to an EXCEL.XLS file to import.|
|2.||Select how you wish to format fields with dates.|
|□||Skip first record > Check this box if you wish to import only your data and not your header labels.|
3. Maximum records to import may be set to a small number for testing your import. A ZERO will import ALL records.
|□||Convert OEM to ANSI characters. (Use if your imported data might contain accented characters)|
Click on the [Next Step button] to open the Step 2. Map Source Fields TAB.
|1.||Press the [FIRST button] to read in the 1st Record.|
|2.||Click on a field in the left list (your SOURCE file) and "drag" it across to the matching field in the right hand list (SWORD fields).|
|3.||Use the mouse "Double-click" in the right hand list (SWORD fields) to "unlink" the match.|
|4.||Use the mouse "Right-Click" to enter a static value for the SWORD field. For example, the COMPANYID field must always contain the number 1.|
|5.||The matching of fields may be saved as a "Map Structure." Once you have matched your fields to the SWORD fields then click on the [Save button].|
|6.||The Column labeled No. in the Source file (Left-side panel) and Existing File Field (Right-side panel) indicates which column in the Source file shall be placed into the Existing field.|
|7.||Use the [Retrieve button] to use a previously saved Map Structure.|
|8.||Click on the [Start button] to begin the IMPORT.|
Page url: http://impex.sword-field-service-software.com?import_excel_to_sword.htm