Instant Invoice n Cashbook 2007 4.5.11 Online Manual

1. As a precaution, back up your database before performing the import.

2. If you haven't already done so, open the database that you wish to import to.

3. Click Database | Import | followed by the option you want to import to.

This starts the Import Wizard .

Below are some tips about the wizard pages. Not every page is available to you as it depends on the file format of your source. Source refers to your own file that your importing from while destination refers to the destination database in Instant Invoice 2007 that your importing to.

File Format Page : Select the type of format that you want to import from.

File Name Page : Here you specify the file that you want to import from (source).

Text Settings Page : For text files only, here you specify the character that indicate a new field or column. You also need to indicate the character that indicates a new row in your source file.

Data Formats Page : Here you can specify the First Row and Last Row options. For example if your source file use the first row to display the column headings, you may want to start the import from the row 2 . If you don't want to import all rows then enter a value for the last row. Leaving the last row blank imports all rows from the source. If applicable also indicate settings for the date and currency formats in your source file.

File Preview Page : Here, the wizard displays 20 rows from your source data. Check that the columns and rows are separated correctly. If not, click the [Back] button to correct the settings on the "Text Settings Page" . If the data is separated correctly into rows and columns, click arrow at the field headers to Map it to the correct field in the destination columns in Instant Invoice 2007. You only need to map the necessary column and leave out the columns that are not relevant.

Mappings Page : Here, you should check that the mappings done in the "File Preview Page" are done correctly. Mapping is the process of telling Instant Invoice 2007 which fields/ columns in your source file correspond with the fields/ columns in the destination database in Instant Invoice 2007. You do NOT need to specify a Key column if your just adding or appending the records from your source file to the destination in Instant Invoice 2007.

Data Preview Page : On this page, you do a final check on your data before importing. You can also specify conditions if you do not want to Import or load all records from the source file. You can specify conditions you want for loading or importing or you can specify conditions for skipping or excluding from your import. If you need to specify conditions, click the [...] to bring up the "expressions builder" to assist with this.

Append : Simply adds all records from the source to the destination

Update : This options requires that you specify an index field at the mappings page of the import wizard. The import looks at the index field in the source table then looks for the matching record in the destination. Where a match is found, the fields in the destination is updated with the data from the source table. When no match is found, the import skips to the next record in the source table. No new records are added to the destination table. The destination table is only updated.

Append/ Update : This options requires that you specify an index field at the mappings page of the import wizard. The import looks at the index field in the source table then looks for the matching record in the destination. Where a match is found, the fields in the destination is updated with the data from the source table. When no match is found, the entire record from the source table records is added to the destination as a new record.

Delete : This options requires that you specify an index field at the mappings page of the import wizard. The import looks at the index field in the source table then looks for the matching record in the destination. Where a match is found, it deletes the entire record in the destination table. Be very CAREFULL when using this option.

Copy : Deletes all records in the designation table and copies all records from the source to the destination table.

Append New :  This options requires that you specify an index field at the mappings page of the import wizard. The import looks at the index field in the source table then looks for the matching record in the destination. Where a match is found, does nothing and skips to the next record in the source table. When no match is found, the entire record from the source table records is added to the destination as a new record.