Affiliate Program CSV Export User Guide
|
|
|
- Abigail Reynolds
- 8 years ago
- Views:
Transcription
1 Affiliate Program CSV Export User Guide
2 Copyright 2006, E-Z Data, Inc., All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z Data, Inc. All product names are trademarks of their respective manufacturers or organizations. 918 E. Green Street Pasadena, CA Web: Telephone: (626) Fax: (626) U.S. toll-free fax: (800)
3 Table of Contents Overview... 1 What is a CSV file?... 1 Importing to SmartOffice... 2 SmartOffice Data Import Fast Class... 2 SmartOffice Data Import User Guide... 2 SmartOffice - Available Fields for Import... 2 Exporting from GoldMine... 3 Separating Names into Individual Columns... 5 Exporting from Microsoft Outlook... 7 Exporting from ACT! Exporting from Palm Desktop Exporting from Advisors Assistant Third Party Support Links ACT! Support: Advisors Assistant Support: GoldMine Support: Microsoft Outlook Support: Palm Support:... 21
4
5 Overview This guide outlines the steps necessary to export contact data to and from commonly used Customer Relationship Management (CRM) programs for import into SmartOffice. This guide is comprehensive; however, it may not cover every possible situation. If you find that you require more detailed or specific instructions, please use the links provided to contact the manufacturer of the corresponding software. What is a CSV file? To import data into SmartOffice, the data must be in Comma Separated Value (.csv) format. A CSV file contains the values in a table as a series of ASCII text lines organized so that each column value is separated by a comma from the next column's value and each row starts a new line. For example: Doe,John, Johnson,Mary, Smith,Abigail, A number of applications can be used to open and work with CSV files (e.g., Microsoft Excel ). Most importantly, the data must be saved to a file with a.csv extension. To learn how to use Microsoft Excel to save data in a CSV file format, consult the MS Excel Help system. Page 1
6 Importing to SmartOffice After following the steps for the applicable affiliate program to export your contact information into.csv format, follow the links below for instructions on importing your data into SmartOffice. SmartOffice Data Import Fast Class DataImport.html SmartOffice Data Import User Guide _Data_Import_User_Guide.pdf SmartOffice - Available Fields for Import Important: When importing data into SmartOffice, all data must be separated into its own column. If, for example, the Contact s Name is in one field, it must be separated into a First Name Column and a Last Name Column. The following is a list of fields in SmartOffice that data can be imported into: # of Children Greeting Residence Street4 Age Job Title Residence Street5 Alphakey Last Name Residence ZIP Code AlphaNum1 Marital Review Date AlphaNum2 Middle Name Salary Birth Place Mobile (Cell Phone) SmartPad Notes Business Fax Nationality Spouse Notes Business Phone Net Worth Spouse Age Business City Occupation Spouse Date of Birth DOB Business Country Pager Spouse Employer Business Moved in Date PIC Spouse Greeting Business Remark PICQ Spouse Info Business State Primary Language Spouse Job Title Business Street Remarks Spouse Occupation Business Street2 Residence Fax Spouse Preferred Phone Business Street3 Residence Phone Spouse Salary Business Street4 Residence City Social Security # Business Street5 Residence Country Sub-Source Business ZIP Code Residence Moved in Date Sub-Type Date of Birth DOB Residence Remark Suffix Residence State Title Employer Residence Street Tobacco First Name Residence Street2 Total Income Gender Residence Street3 Web Site ZIP Code Page 2
7 Exporting from GoldMine 1. Open the Contact Search Center to display the Contacts for export. 2. After displaying the Contacts for export, click the Columns button to open the Browser Column Selection dialog box. Page 3
8 3. Specify the appropriate columns for export and then click the OK button to return to the Contact Search Center. 4. Click the Output To button and then select the Excel option from the expanded menu to open Microsoft Excel and display the exported information. Page 4
9 Separating Names into Individual Columns Note that when contact data is exported from GoldMine, the Contact s First and Last Name display in the same column. Before importing data into SmartOffice, you will need to separate the first and last names into separate columns. 1. Position your cursor in the column to the right of the Contact column. In the example above, this would be column C. 2. Select Column from the expanded Insert menu. 3. Click the Contact column heading to select the entire column. In the example above, this would be column B. 4. Click Data then select Text to Columns to display the Convert Text to Columns Wizard - Step 1 of 3 dialog box. Page 5
10 5. Select the Delimited option and then click the Next button to display Step 2 of 3 of the Wizard. 6. In the Delimeters section, select the Space option and then click the Next button. 7. Click the Finish button on the last screen of the Wizard. The first and last names now display in separate columns. For help on this feature, please refer to the Microsoft Excel Help system. Page 6
11 8. In MS Excel, select Save from the expanded File menu to open the Save As dialog box. 9. Enter a File name, specify a Save In location, select CSV (Comma delimited) (*.csv) from the Save as Type drop-down list and then click the OK button to save the exported information. For more information on export features in GoldMine, contact GoldMine Technical Support. GoldMine Support: Exporting from Microsoft Outlook 1. From MS Outlook, select the Contact folder containing the data to be exported. Page 7
12 2. Select Import and Export from the expanded File menu. 3. From the Import and Export Wizard dialog box, select the Export to a file option and then click the Next button. Page 8
13 4. Select the MS Outlook Contact folder containing the data to be exported and then click the Next button. 5. Name the exported data file and then click the Browse button to select a location to save it. The default save location is the Desktop. Be certain to retain the file s.csv extension and then click the Next button. Page 9
14 6. Click the Finish button to export the information. 7. Locate and open the saved file. Page 10
15 8. In MS Excel, remove the columns that do not contain data relevant to SmartOffice. 9. Select Save from the expanded File menu. 10. Enter a File name, specify a Save In location, select CSV (Comma delimited) (*.csv) from the Save as Type drop-down list and then click the OK button to save the exported information. If you have more questions about exporting from MS Outlook, contact Microsoft Technical Support. Microsoft Outlook Support: Page 11
16 Exporting from ACT! 1. In ACT!, adjust the Contact List so that it displays all of the contact records for export. 2. Add or Subtract columns so that the Contact Information displayed is what is for export. 3. Click the File menu item and then select Export from the expanded Data Exchange menu. Page 12
17 4. Select Text Delimited from the File Type drop-down list and then click the File Name and Location Selection button. 5. In the Save As dialog box, name the exported data file, select Text Delimited (*.csv) from the Save as Type drop-down list, select a location to save the file and then click the Save button. Page 13
18 6. In the Export Wizard dialog box, select the Contact records only option and then click the Options button. 7. Select the Comma and Yes, export field names options and then click the OK button. Page 14
19 8. Select the Current lookup option and then click the Finish button. 9. Specify the order of the fields to be exported and then click the Finish button. Page 15
20 10. Open the exported.csv file in Microsoft Excel to display the exported information. 11. Select Save from the expanded File menu. 12. Enter a File name, specify a Save In location, select CSV (Comma delimited) (*.csv) from the Save as Type drop-down list and then click the OK button to save the exported information. If you have more questions about exporting from ACT!, contact ACT! Technical Support. ACT! Support: Exporting from Palm Desktop 1. From Palm Desktop, click the Contacts button and then select the contacts you want to export; or, do not select any contacts in order to export all of them. Page 16
21 2. Select Export from the expanded File menu. 3. From the Specify Export Fields dialog box, check the fields of information that you would like to export and then click the OK button. Page 17
22 4. Name the exported data file, specify a location to save the file, select Comma Separated (*.csv, *.txt) from the Export Type drop-down list, make certain to retain the.csv extension on the File Name and then click the Export button. 5. Open the exported.csv file in Microsoft Excel to display the exported information. Page 18
23 6. Select Save from the expanded File menu. 7. Enter a File name, specify a Save In location, select CSV (Comma delimited) (*.csv) from the Save as Type drop-down list and then click the OK button to save the exported information. If you have more questions about the Palm export, contact Palm Technical Support. Palm Support: Exporting from Advisors Assistant The Advisors Assistant contact information export is a two step process. First the information is exported to MS Outlook s Contacts section, then it is exported to a.csv file. Follow the instructions below to export the contacts to MS Outlook and then refer to the Exporting from Microsoft Outlook section to finish the process. 1. Note that Advisors Assistant can only export to the main MS Outlook Contacts folder. If you do not want to export these pre-existing contacts with the.csv, you will need to move them to a sub-contacts folder. 2. In Advisors Assistant, select the Utilities menu item, and then select Export to Outlook from the expanded Outlook Import/Export menu. Page 19
24 3. Enter your export criteria if you want to export a certain set of contacts; or, leave the fields as they are and then click the Search button to export all contacts. 4. Select the Process Selected Contacts option, clear the Process Calendar option, and then click the OK button. Page 20
25 5. Open MS Outlook to view the exported contacts in the Contacts folder. 6. Refer to the Exporting from Microsoft Outlook section above to continue the process of exporting to a.csv file. If you have more questions about exporting from Advisors Assistant, contact Advisors Assistant Technical Support. Advisors Assistant Support: Third Party Support Links ACT! Support: Advisors Assistant Support: GoldMine Support: Microsoft Outlook Support: Palm Support: Page 21
Excel Reports User Guide
Excel Reports User Guide Copyright 2000-2006, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of
Data Export User Guide
Data Export User Guide Copyright 1998-2006, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z
Creating a Distribution List from an Excel Spreadsheet
Creating a Distribution List from an Excel Spreadsheet Create the list of information in Excel Create an excel spreadsheet. The following sample file has the person s first name, last name and email address
SmartLink for Outlook User Guide
SmartLink for Outlook User Guide Copyright 1998-2006 E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent
SmartCaseManager Crystal Reports
SmartCaseManager Crystal Reports Copyright 1998-2005, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent
Marketing Campaign User Guide
Marketing Campaign User Guide Copyright 1998-2006, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent
Pharmacy Affairs Branch. Website Database Downloads PUBLIC ACCESS GUIDE
Pharmacy Affairs Branch Website Database Downloads PUBLIC ACCESS GUIDE From this site, you may download entity data, contracted pharmacy data or manufacturer data. The steps to download any of the three
SmartOffice Configuration Guide for Microsoft Windows XP with Internet Explorer 7
SmartOffice Configuration Guide for Microsoft Windows XP with Internet Explorer 7 Copyright 1998-2007, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated
Recruitment Tracking Module User Guide
Recruitment Tracking Module User Guide Copyright 1998-2004, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written
Optimal Internet Explorer v6.0 Settings User Guide
Optimal Internet Explorer v6.0 Settings User Guide Copyright 1998-2006, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the
SmartLink for Lotus Notes User Guide
SmartLink for Lotus Notes User Guide Copyright 1998-2006 E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written
To export data formatted for Avery labels -
Information used to create labels in the Client Data System (CDS) can be exported out of CDS and used to create labels in Microsoft Word, making it possible to customize the font style, size, and color.
Quick Start User Guide
Quick Start User Guide Table of Contents Getting to Know CRM... 3 Importing Your Contact Information from Outlook and Excel... 6 Using Your Calendar... 11 Managing Tasks, Events and Marketing Programs...
We are focused on providing you the very best service including all the tools necessary to establish and maintain a successful website.
`` Issue 1 July 2012 Managing Email Getting Started Guide Welcome to AT&T Website Solutions SM We are focused on providing you the very best service including all the tools necessary to establish and maintain
Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data
Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now
SmartOffice Configuration Guide for Microsoft Windows XP Service Pack 2
SmartOffice Configuration Guide for Microsoft Windows XP Service Pack 2 Copyright 1998-2004, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in
Autodesk Product Manager Tool
Autodesk Product Manager Tool A Step Guide for Conducting a Software Audit 2007 Autodesk 1 Autodesk Product Manager Installing and Conducting a Software Audit The Autodesk Product Manager (APM) utility
What is a Mail Merge?
NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you
Getting Started with University Gmail
Getting Started with University Gmail USER GUIDE V1.0 User Services IT Services University of Malta 2013 User Services IT Services University of Malta Msida MSD 2080 Malta May only be reproduced with permission
NSSRS Desktop Database Version 11.0 User Guide Version 1.0 July 15, 2015
NSSRS Desktop Database Version 11.0 User Guide Version 1.0 July 15, 2015 Nebraska Department of Education 301 Centennial Mall South PO Box 94987 Lincoln, NE 68509-4987 888-285-0556 402-471-3151 nde.helpdesk@nebraska.gov
MoCo SMS Suite Quick Guides for Direct Marketing and CRM
MoCo SMS Suite Quick Guides for Direct Marketing and CRM - 1 - Chapter 1: Introduction... 3 1.1 Purpose... 3 1.2 Target Audience... 3 Chapter 2: Client Database Management... 4 2.1 Export Address Book
Product Tracking User Guide
Product Tracking User Guide Copyright 1998-2006, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent
Work with the MiniBase App
Work with the MiniBase App Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other
Getting Data From Your Practice Management System
Step 1: Initial Setup - 3 Month Report This one-time-only setup helps ensure that the PhoneTree software has all the information needed to incorporate data from your appointment schedules into automated
Pipeliner CRM Phaenomena Guide Importing Leads & Opportunities. 2015 Pipelinersales Inc. www.pipelinersales.com
Importing Leads & Opportunities 205 Pipelinersales Inc. www.pipelinersales.com Importing Leads & Opportunities Learn how to import opportunities and leads into Pipeliner Sales CRM Application. CONTENT.
User Manual - Sales Lead Tracking Software
User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,
USING MS OUTLOOK WITH FUSEMAIL
USING MS OUTLOOK WITH FUSEMAIL In this tutorial you will learn how to use Microsoft Outlook with your FuseMail account. You will learn how to setup an IMAP account, and also how to move your emails and
USING OUTLOOK WITH ENTERGROUP. Microsoft Outlook
USING OUTLOOK WITH ENTERGROUP In this tutorial you will learn how to use Outlook with your EnterGroup account. You will learn how to setup an IMAP or POP account, and also how to move your emails and contacts
Installation Guide for Workstations
Installation Guide for Workstations Copyright 1998-2005, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written
Importing and Exporting Databases in Oasis montaj
Importing and Exporting Databases in Oasis montaj Oasis montaj provides a variety of importing and exporting capabilities. This How-To Guide covers the basics of importing and exporting common file types.
Importing Contacts to Outlook
Importing Contacts to Outlook 1. The first step is to create a file of your contacts from the National Chapter Database. 2. You create this file under Reporting, Multiple. You will follow steps 1 and 2
Export the address book from the Blackberry handheld to MS Outlook 2003, using the synchronize utility in Blackberry Desktop Manager.
Export the address book from the Blackberry handheld to MS Outlook 2003, using the synchronize utility in Blackberry Desktop Manager. Revised 2/25/07 Creating a New Contacts Folder in Outlook Open Outlook
ProperSync 1.3 User Manual. Rev 1.2
ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...
Exporting MLS Data to.csv Format
to.csv Format This document provides instructions for exporting property data from MLS board websites and saving them in the correct format for import into the Determining Your MLS Vendor 3 Supported ACI
Bucks PSN. Export & Import BLP Mail Mailbox to and from Outlook Data File (.pst) Version 1.0
Bucks PSN Export & Import BLP Mail Mailbox to and from Outlook Data File (.pst) Version 1.0 Updata Infrastructure Ltd Page 2 of 4 Overview The purpose of this Guide is to provide detailed step by step
Google Apps for Sharing Folders and Collecting Assignments
Google Apps for Sharing Folders and Collecting Assignments The Google Drive is cloud (online) storage space, and it is also where you create and work with Google Docs, Sheets, Slides, etc. Create a Folder
Personal Power Dialer
TOSHIBA Strata CIX Net Phone April, 2008 The allows Net Phone users to easily schedule phone calls to be placed later. For example, when a sales representative arrives in the morning he may know he needs
Microsoft Office. Mail Merge in Microsoft Word
Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup
USING MS OUTLOOK. Microsoft Outlook
USING MS OUTLOOK In this tutorial you will learn how to use Microsoft Outlook with your EmailHosting.com account. You will learn how to setup an IMAP account, and also how to move your emails and contacts
Setting up Auto Import/Export for Version 7
Setting up Auto Import/Export for Version 7 The export feature button is available in the program Maintain Area of the software and is conveniently located in the grid toolbar. This operation allows the
Microsoft Business Contact Manager Version 2.0 New to Product. Module 4: Importing and Exporting Data
Microsoft Business Contact Manager Version 2.0 New to Product Module 4: Importing and Exporting Data Terms of Use 2005 Microsoft Corporation. All rights reserved. No part of this content may be reproduced
How to install and use the File Sharing Outlook Plugin
How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.
Creating a Participants Mailing and/or Contact List:
Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from
Converting Microsoft Access 2002 to Pipe-Delimited ASCII Text Files
Converting Microsoft Access 2002 to Pipe-Delimited ASCII Text Files Using the Windows XP 2002 Professional Operating System with Service Pack 2 (SP2) Note: Participants must return local Address Lists
TABLE OF CONTENTS. Creating an Account Why Use enewsletters. Setting Up an enewsletter Account. Create/Send Logging In.
ENEWSLETTER GUIDE TABLE OF CONTENTS Creating an Account Why Use enewsletters Setting Up an enewsletter Account 3 3 Create/Send Logging In Saved Drafts Creating a New Campaign Adding Content to a New Campaign
Accounts Receivable: Importing Remittance Data
Updated December 2015 Contents...3 Getting Started...3 Configuring the Excel Spreadsheet...3 Importing the Data...5 2015 ECi Software Solutions, Inc. This feature lets you import check remittance information
Radius Maps and Notification Mailing Lists
Radius Maps and Notification Mailing Lists To use the online map service for obtaining notification lists and location maps, start the mapping service in the browser (mapping.archuletacounty.org/map).
Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard
Intro to Mail Merge David Diskin for the University of the Pacific Center for Professional and Continuing Education Contents: Word Mail Merge Wizard Mail Merge Possibilities Labels Form Letters Directory
Instructions: Using Mail Merge in Word to Send E mails via Outlook
Instructions: Using Mail Merge in Word to Send E mails via Outlook The mail merge tool in Word can be used to quickly and easily send personalized e mails via your Outlook e mail application to individuals
TOPS v3.2.1 Calendar/Scheduler User Guide. By TOPS Software, LLC Clearwater, Florida
TOPS v3.2.1 Calendar/Scheduler User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition Second Edition 02 2007 09-2007
Using an Automatic Back Up for Outlook 2003 and Outlook 2007 Personal Folders
Using an Automatic Back Up for Outlook 2003 and Outlook 2007 Personal Folders Part 1 Install the Personal Folder Backup Utility Note: You should close Outlook and any other applications before installing
To populate Laser App forms with SmartOffice contact data, you will need the following software and licenses:
This Fast Class demonstrates how SmartOffice integrates with Laser App software. The SmartLink for Laser App makes it possible to quickly fill out forms and applications in Laser App with SmartOffice contact
Enhanced Attendance Reporting for SmartLock Pro Plus OPERATOR GUIDE
Enhanced Attendance Reporting for SmartLock Pro Plus OPERATOR GUIDE February 2014 Table of Contents Introduction... 3 Installing the Software... 4 Getting Started... 5 Software Setup... 7 Attendance Zones...
PrintShop Mail Database Fundamentals Guide
Database Fundamentals Guide Database Fundamentals... 2 Basic Data Setup... 2 Creating a Database... 2 Usable File Formats... 3 What is Exporting?... 3 File Not readable... 3 Export Instructions... 4 Access...............................................
PC Agent Quick Start. Open the Agent. Autonomy Connected Backup. Version 8.8. Revision 0
T E C H N I C A L N O T E Autonomy Connected Backup Version 8.8 PC Agent Quick Start Revision 0 Use this document as a quick reference for common Connected Backup PC Agent tasks. If the Agent is not on
WhatCounts Newsletter System Manual
WhatCounts Newsletter System Manual Last Updated: November 21, 2008 This instruction manual describes the basic steps required to create, edit, and manage a mailing list for use with the WhatCounts Email
hp digital home networking wireless USB network adapter hn210w quick start guide
hp digital home networking wireless USB network adapter hn210w quick start guide Revision #: 15 Page: 1 of 11 Printed: 08/15/01 04:44 PM The Hewlett-Packard Company makes no warranty of any kind with regard
Table of Contents. Table of Contents 3
User Guide EPiServer 7 Mail Revision A, 2012 Table of Contents 3 Table of Contents Table of Contents 3 Introduction 5 About This Documentation 5 Accessing EPiServer Help System 5 Online Community on EPiServer
Exporting Email Addresses. for Use in Outlook Express
Exporting Email Addresses for Use in Outlook Express If your Keystroke Customer database includes email addresses, it is a relatively simple and easy process to export the Customer records and import them
Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2
Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2 University of Sheffield Contents 1. Introduction... 3 2. Installing the Mail Tweak Plug-In... 4 2.1 DOWNLOADING MAIL TWEAK... 4 2.2
PC-MIS. IAPT Intermediate Database Creation Procedure. Patient Case Management Information System
PC-MIS Patient Case Management Information System IAPT Intermediate Database Creation Procedure Patient Case Management Information System PC-MIS v.4.6.0 Document Control Document Information Title IAPT
Project Zip Code. Version 13.0. CUNA s Powerful Grassroots Program. User Manual. Copyright 2012, All Rights Reserved
Project Zip Code Version 13.0 CUNA s Powerful Grassroots Program User Manual Copyright 2012, All Rights Reserved Project Zip Code Version 13.0 Page 1 Table of Contents Topic Page About Project Zip Code
Setting Up and Using the General Ledger Interface
Setting Up and Using the General Ledger Interface In this document:, 1 Exporting Transactions from AcuityLogic, 10 Setting Up the Interface in MAS 90/MAS 200, 12 Importing Transactions into MAS 90/MAS
Wire Manager. for Business Online Banking Quick Reference Guide
Wire Manager for Business Online Banking Quick Reference Guide . All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the
Working with Office Applications and ProjectWise
Working with Office Applications and ProjectWise The main Microsoft Office Applications (Word, Excel, PowerPoint and Outlook) are all integrated with ProjectWise. These applications are aware that ProjectWise
SPSS for Windows importing and exporting data
Guide 86 Version 3.0 SPSS for Windows importing and exporting data This document outlines the procedures to follow if you want to transfer data from a Windows application like Word 2002 (Office XP), Excel
PortfolioCenter Export Wizard in Practice: Evaluating IRA Account Holder Ages and Calculating Required Minimum Distribution (RMD) Amounts
PortfolioCenter Export Wizard in Practice: Evaluating IRA Account Holder Ages and Calculating Required Minimum Distribution (RMD) Amounts One way you can apply the PortfolioCenter Export Wizard in your
EXCEL IMPORT 18.1. user guide
18.1 user guide No Magic, Inc. 2014 All material contained herein is considered proprietary information owned by No Magic, Inc. and is not to be shared, copied, or reproduced by any means. All information
Smart Web. User Guide. Amcom Software, Inc.
Smart Web User Guide Amcom Software, Inc. Copyright Version 4.0 Copyright 2003-2005 Amcom Software, Inc. All Rights Reserved. Information in this document is subject to change without notice. The software
SBCH Medicaid Verification System File Exchange
SBCH Medicaid Verification System File Exchange (Version 2, 10/1/2015) 1 SCHOOL BASED CHILD HEALTH (SBCH) FILE EXCHANGE Contents INTRODUCTION... 3 OVERVIEW... 3 CONTACT INFORMATION... 3 FILE PROCESSING
Importing and Exporting With SPSS for Windows 17 TUT 117
Information Systems Services Importing and Exporting With TUT 117 Version 2.0 (Nov 2009) Contents 1. Introduction... 3 1.1 Aim of this Document... 3 2. Importing Data from Other Sources... 3 2.1 Reading
Creating and Sharing Contact Groups in Outlook Client
Creating and Sharing Contact Groups in Outlook Client If you frequently address messages to groups of contacts you may find it helpful to create contact groups that can be addressed rather than having
How to Mail Merge PDF Documents
How to Mail Merge PDF Documents A step-by-step guide to creating personalized documents Table of Contents What is a mail merge?... 2 What do I need to start?... 2 Step 1: How to create a PDF document?...
NDSR Utilities. Creating Backup Files. Chapter 9
Chapter 9 NDSR Utilities NDSR utilities include various backup and restore features, ways to generate output files, and methods of importing and exporting Header tab information. This chapter describes:
Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.
Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.
HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE
REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE A note to accountholders with multiple account types with Sterling HSA: We now support a single login for all of
Microsoft Access from creating new Database to Queries
www.shamskm.com Microsoft Access from creating new Database to Queries Let s say, you have an Excel sheet that contains infos for 9 boreholes: - their x and y coordinates, and - layer depths (each borehole
The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.
Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge
Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms
Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled
Exporting Client Information
Contents About Exporting Client Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Client Information Exporting Client Information About Exporting Client Information Selected
BT Quantum Unified Communicator Client Outlook Upgrade Installation Guide
BT Quantum Unified Communicator Client Outlook Upgrade Installation Guide Amendments Change Author Date Section 1. Assigning an Outlook licence to your BT Quantum UC Client. 1. The BT Unified Communicator
MICROSOFT ACCESS 2007 BOOK 2
MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened
Ryerson Custom Reports. Guide for Users Updated on 21 December 2015
Updated on 21 December 2015 Contents Getting Help... iii Supported Browsers... iii... 1 Overview... 1 Retrieve an actuals report... 2 Retrieve an encumbrance report... 13 Retrieve an OPSEU salary report...
How to Configure a Secure Connection to Microsoft SQL Server
How to Configure a Secure Connection to Microsoft SQL Server 1993-2015 Informatica Corporation. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying,
Vodafone Business Product Management Group. Hosted Services Announcer Pro V4.6 User Guide
Vodafone Business Product Management Group Hosted Services Announcer Pro V4.6 User Guide Vodafone Group 2010 Other than as permitted by law, no part of this document may be reproduced, adapted, or distributed,
Concession FTP User Guide May 2011 Version 1.2
Concession FTP User Guide May 2011 Version 1.2 Concessions FTP User guide Page 1 of 41 Contents Objective... 3 FTP User Guide Microsoft Windows XP... 5 Anatomy of the Files... 9 Working on your Files....
Copyright Texthelp Limited All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval
Copyright Texthelp Limited All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language, in any form, by any
NTI Backup Now EZ v2 User s Guide
NTI Backup Now EZ v2 User s Guide GMAA00423010 11/12 2 Copyright statement This guide is copyrighted by Toshiba Corporation with all rights reserved. Under the copyright laws, this guide cannot be reproduced
FrontPage 2003: Forms
FrontPage 2003: Forms Using the Form Page Wizard Open up your website. Use File>New Page and choose More Page Templates. In Page Templates>General, choose Front Page Wizard. Click OK. It is helpful if
Planning and Managing Projects with Microsoft Project Professional 2013
Project management deliverables (e.g. reports); WBS deliverables can be used for report timing Steps to Create a Project from an Existing Template: 1. Click File then New. 2. Select any of the featured
Recreating Your GroupWise Mailing Lists in Outlook Client
Recreating Your GroupWise Mailing Lists in Outlook Client All the contacts and Mailing Lists (aka Mailing Groups or Distribution lists) from your GroupWise account will be migrated to your JagMail account.
Downloading Your Financial Statements to Excel
Downloading Your Financial Statements to Excel Downloading Data from CU*BASE to PC INTRODUCTION How can I get my favorite financial statement from CU*BASE into my Excel worksheet? How can I get this data
WorldShip Import Customer Addresses
Go to the appropriate page for a discussion of the following import customer addresses procedures: Procedure using the Import/Export Wizard using the Connection Assistant Page 2 9 Copyright 2015, United
FEDEX DESKTOP CUSTOMER TOOLS USER GUIDE
FEDEX DESKTOP CUSTOMER TOOLS USER GUIDE Revision No. 2.1 Last Revised August 2, 2011 Copyright 2011, FedEx. All rights reserved. No portion of this document may be copied, displayed, reproduced or used
Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)
Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.
Exporting Contact Information
Contents About Exporting Contact Information Selecting Layouts Creating/Changing Layouts Removing Layouts Exporting Contact Information Exporting Contact Information About Exporting Contact Information
CHAPTER 8: MANAGING LEADS
Chapter 8: Managing Leads CHAPTER 8: MANAGING LEADS Objectives Introduction The objectives are: Understand the process for using leads in Microsoft Dynamics CRM. Create and import leads into Microsoft
OBT Fax Service: Reporting and Broadcasting
2008 Online Business Technologies Page 0 of 5 Self Reporting and Broadcasting With OBT s Fax Service **Should you encounter any problems, please contact us on: support@obt.com.au or call 1300 886 889 for
PowerDMS SYNC Overview
PowerDMS SYNC Overview What is PowerDMS SYNC? The PowerDMS SYNC tool allows you to: create users in bulk within PowerDMS update users automatically with a scheduled sync How does PowerDMS SYNC work? PowerDMS