How to import data from Excel

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1 How to import data from Excel Advanced NFP is part of Advanced Business Solutions, Munro House, Portsmouth Road, Cobham, Surrey, KT11 1TF. t:

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3 Copyright Advanced NFP 2013 This document contains confidential and / or proprietary information. The content must not be disclosed to third parties without the prior written approval of Advanced Business Software and Solutions Ltd. Advanced Business Solutions, Advanced Learning and V1 are trading names of Advanced Business Software and Solutions Ltd. Version History Date Version Issued By Changes 20/02/2009 Debbie Nevin Version Approval Version Name Title / Organisation Approval Record Distribution Date Version Name Title Document Control Filename Location Minimum Retention

4 How to import data from Excel These instructions are for importing an Excel spreadsheet data using an import file. You can also use the import to create your own mappings to the spreadsheet or file. Please note when updating existing records you need to ensure you have the correct fields marked as key fields in order to ensure you don t update the wrong records. Please ask for advice on this as there may be a charge for our help to fix mistakes. Mapping the data 1. Make sure your spreadsheet has the column headings in row 1 these will be used for the mapping. If you have data in row 1, it will not be imported. 2. Navigate to the Control Panel 3. Click on the Import Wizard. 4. Click on Next > from the Welcome message. 5. Select the Source Location Type of Excel 2000 (or your version of Excel where different). 6. Select the spreadsheet you wish to import in Database Name. 7. Click on Next >. 8. Select the appropriate sheet to be imported in the Source Table drop down list. Doc version: v1.0 Page - 3

5 9. Select the appropriate Destination Table, if you are adding new people then select the Individuals table from the drop down list. You can only import to one table at a time. 10. Click on Next > to continue. It may be necessary to amend the name of the Source Table to remove any extra characters (e.g. just make it New People). 11. You will see a Preview of your data, just to confirm you are importing the correct information. Click on Next > if this is correct. Click on < Back to amend the spreadsheet details if they are not. 12. Next you will see the Column Mapping screen. Any columns in your spreadsheet that have been named the same as Donor Strategy fields will automatically map. You need to manually add the other mappings. 13. Right-click and select Add to enter a mapping, with the spreadsheet column on the left and the corresponding database field on the right. Import Rules allow you to ensure the data is entered in Lower Case, Upper Case or Title Case. If you are updating existing data, tick the appropriate key field i.e. ContactID for individuals and organisations. You can then select whether to Ignore Non-Matches (i.e. only update existing records) or Insert Non-Matches (i.e. insert the records where Doc version: v1.0 Page - 4

6 the ContactID is not found). If you are adding new records then do not tick a key field. 14. When you have mapped all the columns click on Next > to continue. 15. Check the Advanced Settings a. Amend the log File Name if you wish to keep a record from the importing 16. Click on Next > 17. If you will be using a similar spreadsheet again you can Save the mapping in a definition file. Name it and save it somewhere you will be able to find it again. We strongly recommend you save the file so that if data isn t mapped as you would expect you can check the file and see what went wrong. Doc version: v1.0 Page - 5

7 18. You are now ready to import the data. Click on Finish to add the new records. A blue bar will move across the screen as the records are added to your data. 19. When it is finish you will get a message confirming the number of records imported. Click on OK to close the message. Next time refresh your browse list you will see your new records. Using an existing Definition file 1. Navigate to the Control Panel. 2. Click on the Import Wizard. 3. Click on Open Template to open the definition file 4. Select Mapping.dti (i.e. the mapping file name) from the folder location you saved the file to. 5. Click on Open. 6. Click on Next >. 7. Select the Source Location Type of Excel 2000 (or 97 if that is the version you are using). 8. Select the spreadsheet you are importing in the Database Name field 9. Click on Next >. 10. Select Sheet1$ as your Source Table (or the sheet that contains the data). 11. Select Destination Table, e.g. Individuals this is where the names and addresses will be imported to. 12. Click on Next >. 13. You will see a preview of the data from the spreadsheet to check you are importing the right thing. If you are, click on Next >. 14. The page with the column mappings will be displayed. Have a check through and make sure it looks correct. Make any amendments necessary. 15. Click on Next >. 16. If you have made amendments to the field mappings, click on Save to save the new definitions you may also wish to give the new definitions a new file name. 17. When you are ready to import the data, click on Finish. This may take a few minutes to run. 18. Click on OK to close the confirmation message: You will have now imported the names and addresses in the spreadsheet. A category will have been created for the Category column. Doc version: v1.0 Page - 6

8 Cleaning your imported data The import wizard does not check for existing records unless you have included the contactid and mapped it as the key field. After importing you can use some of the Donor Strategy tools to clean up your data. De-duplication If you have imported contact records, you can run the De-duplication tool in the Control Panel. 1. Select File > Change Options and define the checks you wish to make when running the deduplication. Our recommended options are: 2. Select File > Choose Data to select Individuals or Organisations and add any condition on the deduplication. 3. Click the Search button analyse duplicate records on the system. Note: if you have many thousands of people contacts this could take a while (maybe leave it running over lunch!). If this is taking too long click on the Stop button to Stop Report. 4. All the duplicates will be shown in the list. Click on each one in turn and Resolve them. 5. Tick the relevant data to be kept (i.e. whether from the left side record, or the right side one). If you untick one side, the other is automatically ticked and vice versa. By default, fields with data will be ticked, on whichever record contains the data. Doc version: v1.0 Page - 7

9 You can edit or delete either record from here (be careful of deleting as you may lose data). Use the Ignore button to add items you don t want to merge to the Ignore List Use Preview to see how the merged results will look and ensure nothing is in the wrong place/missing. Use the arrow keys to navigate up and down the list of records From the Auto-select menu you can choose to Hide Blank fields and Hide Matching fields making it easier to see the relevant data. Note: if you choose these when in the middle of making changes to a record, the changes will be lost so decide before amending! 6. When you have chosen all items to be use click Merge Records to merge the record you are amending. Next time you log in to Donor Strategy the merged data will be available. Cleaning Addresses not yet available in Donor Strategy If you have a PC with AFD Postcodes or similar postcode checking software, we would recommend you run the Address Cleaner tool in the Control Panel. This will check the validity of all the addresses in your database, including the ones you have just imported. You can accept or reject any changes recommended. 1. Tick all the boxes you wish to change and click on GO. 2. When the blue bar has reached the right side of the screen read all the Notes and then click on the Action tab to see what changes could be made. 3. You can look through the suggested changes and either Select All and accept them all, or Select All and go through and un-tick those you don t wish to change, or Deselect All and just tick those you would like to change. 4. You can sort the data by clicking on the heading of the column you wish to sort by. If you scroll right, you will see the fields to be amended are high- lighted in yellow. 5. When you have accepted all the changes you wish to make, click on the Fix buttons to update the addresses. When the blue bar reaches the right-side it is complete. 6. Click on the X in the top right corner to close the Clean Data tool. 7. Select File, Exit to close the Control Panel. Note that Capitalise country/county/town options mean to convert all country/county/towns into UPPERCASE not Title Case. This cannot be undone. For further advice please contact the Support Team on or donorstrategy.support@advancedcomputersoftware.com. Thank you. Doc version: v1.0 Page - 8

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