Kinook Software Forum

Go Back   Kinook Software Forum > Ultra Recall > [UR] Frequently Asked Questions > Importing
FAQ Community Calendar Today's Posts Search

Reply
 
Thread Tools Rating: Thread Rating: 2 votes, 5.00 average. Display Modes
  #1  
Old 06-03-2005, 11:01 AM
kevina kevina is online now
Registered User
 
Join Date: 03-27-2003
Posts: 825
How to import data from Excel?

In Excel:
1) open the sheet to export to Ultra Recall
2) choose File | Save As from the menu
-- choose CSV (comma delimited) in the Save as type field
-- enter a filename
-- click Save
3) click OK (to only save the active sheet)

In Ultra Recall:
1) choose File | Import on the menu
2) choose 'A delimited text file (CSV)', click Next,
3) enter or browse to the file exported above
-- map any desired colums to Ultra Recall attributes (create any new attributes as necessary in Ultra Recall via the Attributes Editor button to map attributes not yet in Ultra Recall)
-- check 'Skip missing values'
-- check 'First row contains field names'
-- enter a Field Delimiter of , (comma)
-- enter a Text Qualifier of " (double quote)
-- choose an appropriate Template from the list
4) click Next, choose import location
5) click Finish

A separate item will be created in Ultra Recall for each Excel row exported.
Reply With Quote
Reply


Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off



All times are GMT -5. The time now is 10:18 PM.


Copyright © 1999-2023 Kinook Software, Inc.