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Importing contact data from a .csv
file
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If you have an application that contains contact data
that you would like to import into TCM4000 and that application allows
you to export the contact data as a .csv file then you can .
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Using you application's export function, export the
contact data as a .csv file. Once you have done this make a note
of where you saved the .csv file and start TCM4000. From the TCM4000
Wizards menu select the 'Import Wizard' option.
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When the Import Wizard starts select the '...from
File' option. Click on the button showing the folder and locate the
contacts.csv file that you have just created. Once you have
selected the contacts.csv file that you want to import into TCM4000
click on the Next button.
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File layout - step 1 |
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Here you you will the raw data that you are going to
import. Select the row that you want to start the import from and click
Next.
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File layout - step 2 |
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The data will now be sorted into columns. If the data
does not appear in columns use the 'Delimiters' options to
select the type of delimiter that is used to seperate the data. When the
data looks correct click Next.
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Field allocation |
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On this screen you must match the data fields that you
are importing with the corresponding TCM4000 field. To do this select
the TCM4000 field from the list on the right and drag it onto the
corresponding field on the left. Company fields are shown in yellow,
Contact fields in blue, family fields in green and Asset fields in red.
Once you have matched up all the fields save the scheme by clicking on
the blue disk button and once saved click on the Next button.
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Target Location |
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Here you will see the folder that the data will be
imported too. It is good practice to store the import data into a sub
folder structure. You can select the folder sub-structure that you want
by clicking on the Create sub-folder for your data drop list.
Once you have selected the sub folder structure click on Next.
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Finished |
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Click Start to begin the import of your data.
Once your data has been imported the Import Wizard will close. When you
open the TCM4000 filing screen you will see the folder in which you
imported your data too. |
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Open the Import Wizard |