Import Contracts

The data import utilities are restricted to Texada Support staff only.
The standard imports use the Data Import programs.
This utility can be used specifically to import contract information from a source spreadsheet converting the data into the Texada SRM software system file format.

Caution:
Existing data can be over-written and lost during the import process.
Always do a complete backup when new files are being imported into a company with any existing data.
If unsure on how these functions work, consult with experienced Texada Support.

The prompts are:

FILENAME TO IMPORT

Enter the corresponding import Tab-Delimited ASCII file.
The directory path is not required if the file has been saved in the data directory.

TEMPLATE
Window to create a new empty spreadsheet for the contract file listing all the records as headings in the spreadsheet in preparation for capturing the import data.

Note: Import programs do not do complete error checking.
Error checking needs to be done at the Excel spreadsheet level prior to the final import of the data.

DATE FORMAT

Select one of the date formats to apply to the data:

• Select North American to interpret dates in the Month/Day/Year format
• Select European to interpret dates in Day/Month/Year) format

TEST IMPORT FOR ERRORS ONLY

Check this box to test for incompatible data only.
Uncheck this box to initiate the import.

CLEAR EXISTING RECORDS

Check this box to DELETE all existing records previously imported using this utility and replace them with the records in the import file.
Use caution, as deleted records can only be restored from a earlier backup.

Uncheck this box to add records from the import file to the existing file if the do not already exist without losing existing data.
Errors will be generated on incompatible records.

Finished?

Click ACCEPT to initiate the import or error check, or click CANCEL to abort.