Import Mapping
Import Mapping helps you import data and create Custom Imports, all on one screen.
Map Customers shows data on left being mapped to the Customer Fields on the right. Contact Code is highlighted and could be mapped to Customer Code by clicking Insert.
Once the fields you want are inserted, set any Tag you want assigned and click Import. This will create new Customers from this contacts data and add the Tag to help search.
Don't Import Header
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help with mapping.
If Fields Available does not show names, but actual data, un-check Don't Import Header. Otherwise, leave Don't Import Header checked to skip import of the first row of the import file.
Import Tag
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help mapping.
If Fields Available does not show names, but real data, un-check Don't Import Header. Othewise, leave Don't Import Header to skip import of the first row of the import file.
Import Save As
Don't Import Header is pre-selected for imports to skip importing of column headings.
In a spreadsheet, you should have a Header row with column names like Contact Code.
This first row of the import file then displays in the Available Fields to help mapping.
If Fields Available does not show names, but real data, un-check Don't Import Header. Othewise, leave Don't Import Header to skip import of the first row of the import file.
Chapter 22 Importing
Importing lets you use spreadsheet data to create or update your Big Business entries.
Import a price list from a vendor to update your item costs. Then, export these items, calculate new prices in a spreadsheet, and import updated prices. The steps are easy.