Importing several addresses with the wizard

The following steps show you how to import data records in the Desktop Client. In the Management Console, you will find the Import/Export area in the Database area.

• Open the File menu and select Import. A list will open offering you a selection of data to choose from. Select Addresses and then click OK.

In both examples the Import ‒ Addresses window now opens.

• Select the Text file option.
• Now click on the Expand button.
• Enter a file name or click the button on the right and select a file.
• CSV (comma separated file) and semicolon (;) are already set as separator.
• ANSI is usually set as the Character set. This is the standard Windows character set.
• First line contains headers is already set.
• At Import addresses as individual contact, company data records, ..., enter how you want to import these addresses, as individual contact, company data records, and so on.
• Click Next. The Column allocation window opens

In this window, all the columns for the source and target tables are listed.

The Source column contains all the fields from your CSV file.

The Target column contains the fields from CAS genesisWorld.

• Now in the Selection column select which fields you want to import. If a column is ticked, this field is exported/imported.
• Before the field can be entered into the target columns during the import, you will have to match the source columns to the target columns. Click a field in the target column. Using the small arrow on the left, you can open a drop-down list, in which you can select and allocate a field for the target table.
• A key field is necessary if you want to refresh the data records through an import.

• Updating addresses

• Click Save allocation to save your selection for future imports. If you want to import these settings again, click Load allocation.
• Close the Column allocation window.

The Edit settings window opens.

• If you want to change the order of the columns again, just click the three dots for the respective column.
• If you do not wish to import all data records from your file, click on the three dots in the Filter column. In the following window you define a relevant filter, if all you want to do is import selected data records.
• Now click Next.

The Summary of your settings window opens.

• Save your current settings by clicking Save settings. Select In file to save your settings in a file. Select In database to save your settings so that other users do not have access to your saved settings.

Please note that a settings file only applies to specific types of data (addresses, documents, and so on) and cannot be used with other types of data.

• Now click Finish to start the import.