Section 10:
Importing Data

Section Contents

Importing Overview   PAGEREF _Toc271292312 \h 571

Selecting a File to Import 571

Data Import Formats 571

Comma-Delimited File Format 572

Tab-Delimited File Format 572

Data Import Options  573

Matching Import Fields 573

Automatic Field Matching  573

Manual Field Matching  574

Custom Field Matching  574

Standard Import Options 575

Processing the Data Import 576

Import Testing  576

Import Processing  576

Data Imports for Setup Modules  577

Importing Advertising Methods 577

Importing Approval/Refusal Methods 577

Importing Conditions 578

Importing Fault Codes 578

Importing Makes and Models 578

Importing Repair Steps 581

Importing Serial Number Notices 581

Importing Shipping Methods 582

Importing Technicians 582

Importing Warranty Plans 583

Data Imports for Main Modules  584

Importing Courier Tracking Data  584

Importing Customer Contacts 585

Importing Customers 586

Importing Inventory  593

Importing Inventory Serial Numbers 596

Importing New Repair Orders 596

Importing Service Codes 599

Importing Vendor Contacts 600

Importing Vendors 600

Importing Warranty Cards 603

Data Imports for Tools Modules  605

Importing Standard Notes 605

Custom Data Imports  606

Custom Data Imports Overview  606

Adding Fields to Existing Data Imports 606

Data Imports for Business-Specific Requirements 606

Having Data Imports Customized For You  606

 

More:

Importing Overview

Selecting a File to Import

Data Import Options

Processing the Data Import

Data Imports for Setup Modules

Data Imports for Main Modules

Data Imports for Tools Modules

Custom Data Imports