How to use the Import tool

  • To be able to make use of the Import Tool, a user must have (or be a member of a group that has) the daImport operations privilege specified for any tables that will be involved in the import.
  • As the Import Tool emulates the manual creation or editing of records in Vitalware, a user also requires any Operations (add and update e.g. daInsert, duEdit) and Record Level Security permissions that are required when adding or updating records manually.

    For example, if a user does not have permission to:

    • Add a record to a module (the daInsert permission) or update a record in a module (duEdit), no record will be added to or updated in that module when using the Import Tool.
    • Add a value to a Lookup List field (specified using the Lookup Registry entry), the import will fail for any record that involves the addition of a value to that Lookup List field.

In the module in which records are to be imported (Parties in this example):

  1. Select Tools>Import from the Menu bar to display the Select File To Import box:

    Select File To Import

    Note: If the Import option is grayed out in the Menu bar, you do not have the necessary permissions to use it.

  2. Navigate to the file that contains the data to be imported, select it and click Open.

    Tip: Details about how to produce an import data file can be found here.

    The Import Wizard displays:

    The default option is Typical . Accept this option to import data using the following default import settings:

    • Import data, performing format and data validation (see Validate Data screen for details).
    • If the data file references other records (see Attachments screen for details):
      • A search is performed on all existing records in the Vitalware database.
      • If no match is found, a new record is added for the referenced record.
      • If one record is found, an attachment is made to that record.
      • If more than one match is found, the matching records are displayed so that the correct record can be selected manually.
    • All records are imported (see Records screen for details).
    • A minimal log is generated containing setup options, results and a list of errors if any occur (see Report screen for details).
  3. Accept the Typical option

    -OR-

    Select the Custom radio button to change the import settings.

  4. Click Next to continue.

    Details about a Typical import are available here.

    Details about a Custom import are available here.