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124) Importing/Exporting Contracts

Importing Contracts



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 Agencyware 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 Contracts



The export function found in AGENCYWAREalso 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.


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