Import from Folder Wizard

This Import from Folder Wizard helps you to import multiple order files in one go.

Step 1.

Enter the folder path (or use the Browse button) where your orders are stored. Check the Process sub-folders box to look for orders in sub-folders too. Enter a file mask to process only files of a certain type. Select the service provider from which the orders are supposed to come. You can select the Auto-detect Provider option to allow RegKeeper to auto detect which provider was used for each file.

Step 2.

The screen contains two lists: the left hand one contains the files found in the folder specified on Step 1, and the right hand one contains the files selected for parsing. You can move the files from one list to another using the < and > buttons. Note that RegKeeper initially selects all valid orders into the right hand list. If the Auto-detect Provider option was used in Step 1, it is not possible to move files to the right hand list.

Step 3.

Fine tune order processing.

Skip messages with wrong Service ID - do not import orders with an unknown service indicator or a service indicator that doesn't match the service provider selected in Step 1. A service ID is a string in the order that identifies the service provider.
Skip messages with no order number - do not import orders 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.
Delete successfully imported files - deletes successfully imported files after processing.
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.)