Section 10:
Importing Data

Importing Overview   PAGEREF _Toc193252553 \h 557

Selecting a File to Import 557

Data Import Formats 557

Comma-Delimited File Format 558

Tab-Delimited File Format 558

Data Import Options  559

Matching Import Fields 559

Automatic Field Matching  559

Manual Field Matching  560

Custom Field Matching  560

Standard Import Options 561

Processing the Data Import 562

Import Testing  562

Import Processing  562

Data Imports for Setup Modules  563

Importing Advertising Methods 563

Importing Approval/Refusal Methods 563

Importing Conditions 564

Importing Fault Codes 564

Importing Makes and Models 564

Importing Repair Steps 567

Importing Serial Number Notices 567

Importing Shipping Methods 568

Importing Technicians 568

Importing Warranty Plans 569

Data Imports for Main Modules  570

Importing Customer Contacts 571

Importing Customers 572

Importing Inventory  579

Importing New Repair Orders 581

Importing Service Codes 584

Importing Vendor Contacts 585

Importing Vendors 585

Importing Warranty Cards 588

Data Imports for Tools Modules  590

Importing Standard Notes 590

Custom Data Imports  591

Custom Data Imports Overview  591

Adding Fields to Existing Data Imports 591

Data Imports for Business-Specific Requirements 591

Having Data Imports Customized For You  591

 

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