If you are updating Online Share programs or switching to an Online Share product from other software, then you will most likely want to transfer your data such as addresses, prices and product information. Here we describe how this data import works.
First of all, you must ensure that the data to be transferred is available in a format that can be read by the Online Share programs – data from the Online Share programs usually does not need to be prepared for an update; they can be imported directly
The following formats are recommended:
- ASCII separated by a tabulator (sometimes also called text with tabulator separated, here are the data fields by tabs, the records by line breaks (Returns) separated.)
- ASCII separated by semicolon (often also called text separated by a semicolon, where the delimiter is just a semicolon).
- Excel spreadsheets
- FileMaker database files in fmp12 format
The first line of data should list the field names / identifiers so that you and the Online Share programs can see which contents are in which data column – in FileMaker databases this is automatically the case.
Now start the Online Share software and switch to the module in which you want to import data. For larger applications such as Online Share order and Online Share house management, all import commands are combined in the administration menu of the master data module (Settings).
The Online Share programs usually expect specific file extensions for the different import file formats. Since the endings may differ, it is advisable to select the entry All files in the open file dialog under Display. Then select the file from which you want to import data.
In the top left corner under Source, you select the table to be imported for files to be imported in FileMaker format (these are usually Online Share applications). Logically, partners should be imported into partners, products into products. Other database files and ASCII tables contain only one source. If you are updating an Online Share program, the easiest way to match and match the field names right and left is to select the entry Matching field names under Display.
Import from third-party applications must now take place unfortunately a very laborious process. You need to see which fields to the right fit to which fields on the right, grab the mouse over the up / down arrows and move accordingly. Using the scroll buttons to the left of the source data, you can scroll through the actual data of the table you are importing, and you might see whether the import mapping makes sense, rather than the name of the data fields.
Incidentally, the fields are only correctly assigned to one another if they are on the same line on the left and on the right, and an arrow points from left to right in the middle. If this is not the case, click on the icon in the middle until the arrow appears. With importing it finally starts. Even larger amounts of data are taken over in no time. If you find out now that something was wrong with the import, you can undo everything. As long as you do not perform a search or hide records, the Online Share program only shows the imported records.
If these have been imported incorrectly, you can quickly delete them using Records / All Records (possibly with Special / Support Mode enabled to ensure that the command is available). Since Delete all records only deletes the currently displayed data and not all data, this removes the last import. You can repeat the import, and since the Online Share applications remember the last import sequence, you do not have to start from scratch again.