Client data import procedure

To import data from the file of supported format please close TO3000, Version 9.0 and launch TO3000, Version 9.0 Import Utility.

To proceed to the main part of import procedure you need to prepare the source file. You can import data only to the list of Target Fields in TO3000, Version 9.0 Database.

If you have address stored in one field, it is better to split it into several columns: country, address1, address2. If there are no appropriate fields for some piece of information, you can add the necessary fields manually: shut down the utility first and then add all necessary fields to the corresponding table (clients). See Custom Fields topic.

2. The newly created custom fields should appear in the end of the Target Fields in TO3000 Database list.

Price Group, Price Service, Price Unit and Price Value fields of the Target Fields in TO3000 Database fields were added to enable importing clients prices. Price Value cannot have negative value. Only one column should correspond to Price Service field.

If its value is a language pair, like “English => French”, the string should be a single whole, not “English” in one column and “French” in another column. Price Group field is not mandatory, as its value is set "Translation" automatically, if other is not specified.

Supposing you need to import information about a client, which has two prices: English => French price and English => Japanese price. To complete importing successfully, you need to duplicate the information about this client twice (according to the number or prices (services)):

Client	...	Language Pair	Units	Price
Alter Ego Solutions	...	English => French	words	0.01
Alter Ego Solutions	...	English => Japanese	words	0.12

To avoid creating two "Alter Ego Solutions" client records in TO3000, Version 9.0 database, set Import Mode to Import New and specify the list of fields, by which it can be determined that current client has been already imported and only price data should be imported now. For details on setting Import Mode value and specifying the list of fields see Selecting columns to import.

Creating links between data meant for importing and corresponding TO3000, Version 9.0 fields is different for each source file format. For details see respective topic:

Decimal separator – set a character, which delimits the decimal parts of the imported numbers.

Thousand separator – set a character, which separates the digit groups in the imported numbers.

Date separator – set a character, which separates the groups in the imported dates.

Time separator – set a character, which separates the groups in the imported times.

Short date, Long date, Short time, Long time – use these edit fields to set the date and time formats.

Boolean True – set some variants of TRUE value representation in the imported table, e.g. 'Yes' or '+'. Use new line for each new variant.

Boolean False – set some variants of FALSE value representation in the imported table, e.g. 'No' or '–'. Use new line for each new variant.

Null Values – set some variants of null value representation in the imported table, e.g. '0' or 'Empty'. Use new line for each new variant.

On Data Formats tab you can customize the format of each imported field in case when additional formatting is required. Select the field in the field list on the left and set its format in the proper edit fields.

Generator value – use this edit field to set the initial value of the autoincrement field.

Generator step – set the step of the autoincrement field. If it is 0 then the value of the generator will be ignored.

Null value – set the value, which will be understood as NULL to set the default value.

Left quote – set a character or a number of characters, which denote quoting in the imported string.

Right quote – set a character or a number of characters, which denote quoting in the imported string.

Quote action – you can select Add to add quotation marks to the imported string, Remove to remove all the quotation marks from the imported string or As Is to save the original quotation marks.

Char case – set the case of the imported string. As Is saves the original string, 'Upper' sets the whole string to upper case, 'Lower' sets the whole string to lower case, 'UpperFirst' sets the first letter of the string to upper case, 'UpperFirstWord' sets the first letter of each word to upper case.

Char set – set the char set of the imported string to ANSI or OEM. 'As is' saves the original string char set.

Use Replacements part of the dialog box to set the replacement list for the selected field. Fill the list in the following format:

that means, that all the values 'South America' of the field 'Continent' will be replaced with values 'S. America', and values 'North America' will be replaced with 'N. America' respectively.

The Import Mode property allows you to define actions executed while importing data. The following values are available:

All options except Insert All, require specifying the key fields, by which it can be determined if TO3000, Version 9.0 database contains this record already (select the fields from the list on the left and add them to Selected Columns using buttons with arrows). Usually client name and country are selected.

Import all records option – check this option to import all records from the source table.

Import only ... first record(s) – if you do not want all the records to be imported, set a number of records to import them from the source file. In this case only this number of records (beginning from the first one) will be imported.