Importing Contacts
SELECT FROM THE MENU BAR CONTACTS THEN IMPORT CONTACTS
It is a good idea to have your user definable
fields setup before you proceed with an import.
The system prompts you to select a file type
to import. You can use
text, access, excel and lotus formatted files to import.
The text file must be an ASCII file that is comma delimited or
commonly called a CSV file.
Then the system questions you whether or not
the first record contains the names of the fields.
The header or first record will automatically name the field
for the import.
Then you will match the fields from the
import file to fields in the contact database.
You can match the imported fields which are in the list on the
left hand side of the field with the fields in the Businessware
Database.
On the bottom of that screen you will notice
the capability to assign certain required fields to records in the
import that may not have this field in the import file.
For Instance if an import does not have a sales rep assigned
the system will give the sales rep that is in on this screen. But also if you use the territory setup to assign territories
the system will automatically assign territories and sales reps to
those imports as well based upon the territory setup.
Exporting Contacts
SELECT FROM THE MENU BAR CONTACTS THEN EXPORT CONTACTS
The export function found in BUSINESSWAREalso
creates an ASCII file. Almost
all database applications, office suite programs and word processors
can read an ASCII file.
Use the criteria select pull down list to
select a field you want to query. Then select the criteria select
button to bring up the list of operators to generate a query option.
For instance, an operator is greater than or equal to. Enter
the criteria data in the appropriate area.
You will notice all the selection criteria
you have created in the lower window.
Select the fields that you want in your
export file
Name your file in the field found on the
bottom of the screen. Make
sure the file is in a path that exists on your computer.
Select the Export
button to create the file.
