The Import Wizard is an easy-to-follow series of pages that will step you through importing data into OrgPlus. When you first open OrgPlus, the Import Wizard opens by default. (You can choose to not show the Import Wizard automatically by selecting the option box at the bottom of the first page of the Wizard.) During an OrgPlus session, you can get to the Import Wizard by clicking the File tab and selecting Import Data.
In the first page of the Import Wizard, you choose whether you would like to see how the import process works or whether you have data ready to bring into OrgPlus. If you select the first option, the Wizard will provide you with information about importing, including a chance to open a sample data file that will illustrate the formatting.
If you're ready to import, select I have employee data and it is ready to be imported and click the Get Started button. The Wizard guides you in selecting and defining the data settings, as follows:
In this step, select a Data Connection file or data source.
To select the data source:
1 Select one of the options presented that matches the type of data connection or data source file you want to import and then click Next.
2 Enter the path and name of a data connection file (.ora, .ldap, odbc, .sqlsvr, .saphr, .oledb) or a data source file (.txt, .csv, .xls, .xlsx), or first browse to find it, and then click Next.
Note: Depending on the file type selected you may be prompted to login to the data source or provide other information using the Data Connection Wizard.
The Import Wizard - XLS Sheet Selector dialog box enables you to select a worksheet from the Excel file and to verify that the worksheet is properly formatted.
To verify that the Excel file is properly formatted:
1 Choose a sheet using the tabs at the bottom of the spreadsheet. The corresponding data is displayed in the dialog box.
2 Verify that the data is properly formatted and ready for import.
If the data is not correct, click Cancel and make any required corrections to the spreadsheet.
3 Specify whether the first row contains data or column headers by selecting or clearing the check box labeled First row contains column names.
Note: Selecting the “Use first data row to determine field types” checkbox may increase import performance for larger data sets.
4 Click Next. The Import Wizard - Configure Fields dialog box is displayed.
The Import Wizard - Delimiters dialog box enables you to verify that OrgPlus has correctly identified the delimiters used to denote columns in the source text file. If not, you can select the correct delimiters.
To verify that your data file is correctly delimited:
1 You can specify Delimiters manually. Choose whether to use the Tab, Comma, Semicolon or Space as delimiters or define your own delimiter using the Other checkbox and text entry area.
2 You can specify which characters are used as Text Qualifiers. Text qualifiers help OrgPlus process each field. For example a quote can be used to define the start and end of a name field (such as Smith, Nora).
3 If your text file uses an escape symbol, enter it in the Escape symbol field. An escape symbol indicates that a character should be interpreted literally (not as a delimiter or qualifier).
4 Specify whether the first row contains data or column headers by selecting or clearing the check box labeled First row contains column names.
5 Verify that the data, as displayed in the dialog box's Imported Data section, has been properly delimited according to your definitions and is ready for import.
6 Click Next to continue. The Import Wizard - Configure Fields dialog box is displayed.
This procedure enables you to exclude some source fields from the import and to define the properties associated with each imported field.
All fields from the source can be imported. The scrolling list of columns displays all the fields defined in the source file.
To specify the kind and type of data that is in each field:
1 Optionally, use the Merge Fields button to combine fields (such as first and last name). See Merge Fields.
2 Select a source field column by clicking its column header and define its settings:
· If you do not want to import a field, you can omit it by selecting Exclude Field from Import. Excluded fields show up in this Wizard page in a slightly lighter-colored font.
· Use Field Name to rename any field.
· Use the Field Type drop-down list to select the field's type (Text, Date, Picture or Number).
· If the Field Type selection is Text or Number, you can further define the field type using the Field Category drop-down list.
· Select Hyperlink if the field contains a hyperlink (such as an email address or a URL).
3 Repeat the previous steps for each column that you want to configure.
4 Click Next to continue. The Hierarchy Verification dialog box is displayed.
Instructions for using the Import Wizard are continued in the following topics:
Note: Managing Duplicate records is discussed in Duplicates.