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Hotel Software Documentation

Importing and Exporting

Importing Records, Forms, etc from Another Database

Please, see synchronization help section to know how to import data from an external database of a similar format.

Importing from 3rd Party Databases (Access, Excel, Lotus)

General

Using this program you can import (export) data from databases of the following types:

Select the File->Import/Export->Import From 3rd Party Database menu item to open the import dialog:

For correct data import the following data should be specified: the database and the table to import records from (1-2), the folder and the record type to import records to (3) and the fields to import (4):

1. To select the database you want to import records from, click the Browse button "..." in the Import From pane.

2. In the drop down list of the Import From pane select the table to import records from.

3. In the Import To pane select the folder to import records to and the Record Type for the imported records.

4. In the Fields to Import pane set associations between the fields of the imported table and database fields by double clicking the field to import.

To start import click the Import button.

Advanced

In the Advanced tab you can set advanced import parameters:

• Try to clear the folder content... - Tick this checkbox to clear the target folder before starting the import procedure. Use this checkbox for complete records update.
• Don't export records. I will use script to update external database - Tick this checkbox to change data in another database with the help of the script. Learn more...

Exporting To 3rd Part Databases (Access, Excel, Lotus)

To open the export dialog window select File->Import/Export->Export To 3rd Part Database.

Records configuration and export into another database is performed similar to the import procedure.

Besides usual data export, using field correspondence, it is possible to change cells in another database with the help of a script during the export. Learn about exporting...

Presets

If you import (export) records frequently, the configuration of the data transfer (e.g. path to the database, relation between the database fields, etc.) can be saved as a Preset. To work with presets click the corresponding button in the bottom left part of the window:

• Save... - save current settings for import/export as a preset;
• Load... - open an existing preset;
• Delete Presets... - delete one or several presets;

Using Presets and the Script Designer you can completely automate the import/export process and perform it with one mouse-click.

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