Reporting to the MAX including Point of Sale and Non-profit Versions
Tech Tip
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Question:
How
do I use Data Exchange to import data in to Reporting to the MAX?
Answer:
None
Problem:
None
Possible Causes:
None
Solutions:
What do you mean by tables (files, fields or
columns)?
What format are you importing (Excel, DbaseIII, etc.)?
The best technique I've found is to :
- add 2 temporary records into a file
- Then open that file with Excel
- insert enough rows for the new data
- Cut and paste the new data in the blank
rows just created
- line up data
- copy down required data if the new data
is blank,
- remove any blank rows
- Save the file as Excel version 5 &
dBaseIII
- close file
- go into DX
- Import
- select Excel or DbaseIII (Excel
usually works best)
- select file to be imported into
- select the index from the right panel
- select the appropriate fields to match
the index
- OK
- Automatically link
- OK
- Save procedure
- Start
- Exit after importing completed
- Reindex files
- Delete the 2 temporary records,
normally or with UTICMS
- Add a new record manually
- if you get a record locking error,
delete any blank records with UTICMS, and PACK file with
UTICMS
George Schaefer
GPS Financial
sales@cmstothemax.com
Preventing Reoccurances:
None
Suggestions for Future Product Improvement
None
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