Import/Export Wizard

In CAS genesisWorld you use the Import/Export wizard to import or export data. When exporting, data records that belong to a particular data record type are written to an external table. When importing, data records from an external table are imported to a CAS genesisWorld data record type.

Please note

The administrator has to assign you the corresponding rights for import/export.

Importing and exporting data

Import/export is possible as .txt file as well as with OLEDB.

ADO 2.8 must be installed on your computer for OLEDB.

Unicode files or files with Unicode fields cannot be imported. This is prevented by a limitation of the ODBC driver. You can, however, export Unicode.

When exporting; you can choose ANSI, Unicode or UTF8 as the output format. The default is ANSI.

Importing tasks

If you import a CSV file with tasks and editors are entered, these users are automatically entered as participants in the record.

The importing user is added automatically as a data record participant.

Importing addresses

When importing addresses, you can execute a duplicate check with existing addresses in CAS genesisWorld.

Duplicate check when importing data

The following example will show you how to import addresses.

Importing several addresses with the wizard

Before exporting data from CAS genesisWorld a window - depending on the administrator's settings - opens in which you have to enter your password for CAS genesisWorld. This query has been implemented to ensure that your data in CAS genesisWorld is secure.

The entering of your password is also required if you have already opened CAS genesisWorld and you are logged in. The password you need to enter must be your CAS genesisWorld password, even if you otherwise log on with your CAS genesisWorld Windows user account.

You define the CAS genesisWorld password in the Settings window, in the General tab.

Settings/General tab

This is how you open the import \ export wizard:

Open the File menu and select Import or Export.

This menu is only displayed if you have been granted the necessary permissions from your administrator.

How to

Open the File menu and select Import or Export.
If you only want to export specific data records, you have to mark them first in a list view.

Do not define a filter on the Table allocation page of the Wizard.

You can also run a search and, in the Search window, click Tools/Export data records.
If you have not marked any data records, then you should open the Import/Export - Selection window first.
Select the data you want to import/export.
The import/export wizard opens.

The window will open immediately if you open the wizard from a list view or after a search.

Using this you can export the marked data records or import data for the respective data record type.

In the window title you will see the data record type displayed for which you are currently exporting or importing.