Import from Separated File Wizard
This Import from Separated File Wizard helps you to import multiple orders from separated text files (CSV) in one go.
Step 1.
Enter the file name (or use the Browse button) where your orders are stored. Select the service provider from which the orders are supposed to come.
If you use this wizard to import a ShareIt CSV file, switch to the CSV from ShareIt! option. And select the service fee model used on ShareIt!. Wizard will adjust all necessary settings automatically and you will just need to define Fine tune order processing at step 4.
Step 2.
The screen allows you to configure the input format of the data stored in a text file. If your text file includes no header for data, check the No header included option.
Step 3.
The screen allows you to configure the correspondence of database fields and fields from a text file. It is necessary to define the correspondence at least for the required database fields. The required fields are marked with * in the database fields list. To define a correspondence, select field in the File Fields list and in the Database Fields list and click the Add button. It is required that the correspondence fields are defined in order so as to be able to clarify which file filed maps to the database field.
Step 4.
Fine tune order processing.
- Skip lines with no order number - do not import lines that do not contain an order number. Alternatively you can specify a value to be assigned to the order in case it misses an order number. Check the auto-increment new order number box to make sure that new orders are not assigned an existing order number.
- It is recommended to check the Confirm each order processing box to make sure all order fields are imported correctly. RegKeeper will show the New Order dialog with all fields filled, so the values can be double-checked and/or modified by the user.
- Display detail report on complete - displays the status of each order after processing: OK if successful, or an error message, depending on the cause of the error.
- Select whether to skip or assign the current date to messages that do not have a date field.
- Select an Order automation option: Use global - use the global settings (See Options dialog for details), or Don't automate - disable order automation.
Step 4.
The final screen of the wizard. Displays brief statistics, or more detailed statistics if the user has selected the Display detail report on complete option.
Note that the wizard may bring up the New Product and the New Customer dialogs if the orders processed have references to products or customers that are not yet recorded in the database and the Automatically add new product and Automatically add new customer options are not activated. (See Program options for details.)