Demystifying the Import/Export Tool. April 2015 TDU Chelsey Harwood

Size: px
Start display at page:

Download "Demystifying the Import/Export Tool. April 2015 TDU Chelsey Harwood"

Transcription

1 Demystifying the Import/Export Tool April 2015 TDU Chelsey Harwood

2 What is the import/export tool? Allows Admins with appropriate permissions to export program and application data. It also allows admins to import those same types of data into the system. Figure 1: Avalable Import Data Templates

3 Permissions Maintenance: Import/Export Hosted and SaaS clients do not have the ability to grant Maintenance permissions to other staff. If you need to adjust Maintenance permissions for your site admin, open a case requesting these permission changes.

4 Keep in mind Import files must be saved as a tab-delimited text file. Note for MAC Users: If you have used Microsoft Excel to edit the file, you will need to save the file using the 'Windows Formatted Text' file format. Microsoft Excel for Mac OS X saves tab-delimited files in a way that cannot be parsed by the import utility, but the Windows Formatted Text format will be formatted with expected tabdelimiters and line breaks. Always import 1 or 2 records first to make sure your formatting is correct and you achieve desired results.

5 Keep in mind This a powerful tool that makes widespread changes and should have limited access when distributing permissions. Only super users should have access to this tool. Permissions: Data Access Objects (DAO) do not apply to this tool. This means that a user with access to the import export tool will have access to all system data even if they have DAOs restrictions on their permission set. Do not double-click the Import/Update Data button or your request may be processed twice.

6 Keep in mind Do not alter the name of the columns; they must remain exactly as they are in the data template Any columns that are NOT necessary for an import can be deleted from the import file. Use clean text, meaning no extraneous pipe characters, tab characters, return carriages, etc. Excel likes to strip leading zeros which are commonly used in the username UUUID This could create another/duplicate user record instead of updating the existing record. There are tricks in excel to prevent this.

7 KB Article TDS12 Data Import/Export Utilities TDS14 Data Import/Export Utilities

8 Why would I use the import/export tool? I would like to import historical application records for reporting purposes. I would like to update my applicants profiles with a new applicant parameter. I would like to import our locations list (System Settings > Locations) I need to audit our programs, how can I get a list of all of our program data?

9 Importing Historical Applications Use the Application Data Template Required Fields: First Name, Last Name, , DOB, Gender, Username (UUUID), Term, Year, Status (no alias), Program ID Other Fields to include: Anything else you need to include in your reports. The more fields you have the more chance of an error.

10 Import Profile Records Use the Profile Data Template Required Fields: First Name, Last Name, , Username (UUUID), Profile Status Other Fields to include: Applicant Parameters

11 Import Locations Step 1: Create a program This program will only be used to import the locations. Step 2: Import locations Use the Program Data Template

12 Export of Program Data : Bulk Programs Program Dates Applications Home Courses Foreign Courses Profiles Export Program Itinerary Records Application Itinerary Records

13 Demo

14 Experience an Error?

15 Error Example

16 Error Example

17 Error Example

18 Advanced Topics Make an excel report more legible Combine Excel Data Using Formulas Concatenate Check for duplicates with IF VLOOKUP

19 Demo

20 Knowledgebase Articles Using Excel and MS Word to Automate Office Workflow: https://tdsupport.force. com/support/articles/general/using-excel-and-ms- Word-to-Automate-Office-Workflow TDS14 Data Import/Export Utilities: https://tdsupport. force.com/support/articles/general/data-import- Export-Utilities-TDS14 TDS12 Data Import/Export Utilities: https://tdsupport. force.com/support/articles/general/data-import- Export-Utilities-v12

Import: Create Teachers

Import: Create Teachers Import: Create Teachers Instead of having teachers register manually using the school passcode, you have the option of importing a spreadsheet to create teacher usernames. You will need administrative

More information

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as a

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

Excel Reports User Guide

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

More information

HIPAA Compliance Use Case

HIPAA Compliance Use Case Overview HIPAA Compliance helps ensure that all medical records, medical billing, and patient accounts meet certain consistent standards with regard to documentation, handling, and privacy. Current Situation

More information

Admin Reference Guide. PinPoint Document Management System

Admin Reference Guide. PinPoint Document Management System Admin Reference Guide PinPoint Document Management System 1 Contents Introduction... 2 Managing Departments... 3 Managing Languages... 4 Managing Users... 5 Managing User Groups... 7 Managing Tags... 9

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

We are focused on providing you the very best service including all the tools necessary to establish and maintain a successful website.

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

More information

Bulk Upload Tool (Beta) - Quick Start Guide 1. Facebook Ads. Bulk Upload Quick Start Guide

Bulk Upload Tool (Beta) - Quick Start Guide 1. Facebook Ads. Bulk Upload Quick Start Guide Bulk Upload Tool (Beta) - Quick Start Guide 1 Facebook Ads Bulk Upload Quick Start Guide Last updated: February 19, 2010 Bulk Upload Tool (Beta) - Quick Start Guide 2 Introduction The Facebook Ads Bulk

More information

Setting Up Person Accounts

Setting Up Person Accounts Setting Up Person Accounts Salesforce, Winter 16 @salesforcedocs Last updated: November 4, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Accounts Payable Workflow Guide. Version 12.0

Accounts Payable Workflow Guide. Version 12.0 Accounts Payable Workflow Guide Version 12.0 Copyright Information Copyright 2014 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

Excel Templates. & Quote/Invoice Maker for ACT! Another efficient and affordable ACT! Add-On by V 1.1. http://www.exponenciel.com

Excel Templates. & Quote/Invoice Maker for ACT! Another efficient and affordable ACT! Add-On by V 1.1. http://www.exponenciel.com Excel Templates & Quote/Invoice Maker for ACT! V 1.1 Another efficient and affordable ACT! Add-On by http://www.exponenciel.com Excel Templates for ACT! User s Manual 2 Table of content Relationship between

More information

School account creation guide

School account creation guide School account creation guide Contents Your welcome email Page 2 The CSV file Page 3 Uploading the CSV and creating the accounts Page 5 Retrieving staff usernames and passwords Page 8 Retrieving student

More information

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com M o s t U s e f u l E x c e l C o m m a n d s Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com Computer Training YOU Can Understand! Most Useful Excel Commands

More information

Salesforce Admin Course Content: Chapter 1 CRM Introduction Introduction to CRM? Why CRM?

Salesforce Admin Course Content: Chapter 1 CRM Introduction Introduction to CRM? Why CRM? Salesforce Admin Course Content: Chapter 1 CRM Introduction Introduction to CRM? Why CRM? Chapter 2 Introduction to Cloud Computing & Salesforce.com Cloud Computing - Overview What is Software-as-a-Service

More information

Website Administration Security Guide

Website Administration Security Guide Website Administration Security Guide September 2012 TABLE OF CONTENTS Introduction... 1 General Overview... 1 System Requirements... 1 Important Administrator Terms... 2 Security Services Administration...

More information

IBM Sterling Control Center

IBM Sterling Control Center IBM Sterling Control Center System Administration Guide Version 5.3 This edition applies to the 5.3 Version of IBM Sterling Control Center and to all subsequent releases and modifications until otherwise

More information

APNS Certificate generating and installation

APNS Certificate generating and installation APNS Certificate generating and installation Quick Guide for generating and installing an Apple APNS Certificate Version: x.x MobiDM Quick Guide for APNS Certificate Page 1 Index 1. APPLE APNS CERTIFICATE...

More information

econtrol 3.5 for Active Directory & Exchange Administrator Guide

econtrol 3.5 for Active Directory & Exchange Administrator Guide econtrol 3.5 for Active Directory & Exchange Administrator Guide This Guide Welcome to the econtrol 3.5 for Active Directory and Exchange Administrator Guide. This guide is for system administrators and

More information

Table of Contents Chapter 1 - Getting Started with Oracle Data Relationship Management (DRM) 1

Table of Contents Chapter 1 - Getting Started with Oracle Data Relationship Management (DRM) 1 Table of Contents Chapter 1 - Getting Started with Oracle Data Relationship Management (DRM) 1 Master Data Management 1 Benefits of Master Data Management 2 Master Data Management Implementations 2 Data

More information

Life Quoting. Revised 9/21/2015

Life Quoting. Revised 9/21/2015 USER GUIDE Life Quoting Revised 9/21/2015 All contents copyright 2007-2015 by QuoteBurst Inc. All rights reserved. No part of this document or the related files may be reproduced or transmitted in any

More information

ADMIN GUIDE. The Breakdown

ADMIN GUIDE. The Breakdown ADMIN GUIDE This Administrator Quick Start Guide will help walk you through the process of getting your ebackpack account up and running. Don t forget, if you need any additional help, please contact us

More information

Welcome to MailChimp.

Welcome to MailChimp. Welcome to MailChimp. MailChimp is a powerful, easy way to send email newsletters. This guide will help you get your first campaign off the ground. We ll also offer tips for managing your list, viewing

More information

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 Importing and Exporting Data Files IT Training & Development (818) 677-1700 training@csun.edu TABLE OF CONTENTS Introduction... 1 Import Excel

More information

eedge Basics: Get Your Database in Order Using eedge mycontacts

eedge Basics: Get Your Database in Order Using eedge mycontacts eedge Basics: Get Your Database in Order Using eedge mycontacts April 27, 2015, v. 1.1 eedge Basics: Get Your Database in Order with mycontacts 1 eedge myleads and mycontacts The websites in the KW lead

More information

AMERICAN BOARD OF UROLOGY 2016 CERTIFICATION EXAMINATION PROCESS INSTRUCTIONS FOR SUBMISSION OF ELECTRONIC LOGS

AMERICAN BOARD OF UROLOGY 2016 CERTIFICATION EXAMINATION PROCESS INSTRUCTIONS FOR SUBMISSION OF ELECTRONIC LOGS AMERICAN BOARD OF UROLOGY 2016 CERTIFICATION EXAMINATION PROCESS INSTRUCTIONS FOR SUBMISSION OF ELECTRONIC LOGS Please read all instructions carefully before preparing your log. It will be returned for

More information

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1

Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 Transitioning from TurningPoint 5 to TurningPoint Cloud - LMS 1 A Turning Account is a unique identifier that is used to tie together all software accounts and response devices. A Turning Account is required

More information

Transitioning from TurningPoint 5 to TurningPoint Cloud - NO LMS 1

Transitioning from TurningPoint 5 to TurningPoint Cloud - NO LMS 1 Transitioning from TurningPoint 5 to TurningPoint Cloud - NO LMS 1 A Turning Account is a unique identifier that is used to tie together all software accounts and response devices. A Turning Account is

More information

User s Guide. Version 2.1

User s Guide. Version 2.1 Content Management System User s Guide Version 2.1 Page 1 of 51 OVERVIEW CMS organizes all content in a tree hierarchy similar to folder structure in your computer. The structure is typically predefined

More information

Learning Management System (LMS) Guide for Administrators

Learning Management System (LMS) Guide for Administrators Learning Management System (LMS) Guide for Administrators www.corelearningonline.com Contents Core Learning Online LMS Guide for Administrators Overview...2 Section 1: Administrator Permissions...3 Assigning

More information

Strategic Information Reporting Initiative (SIRI) User Guide for Student Dashboard

Strategic Information Reporting Initiative (SIRI) User Guide for Student Dashboard Strategic Information Reporting Initiative (SIRI) User Guide for Student Dashboard Table of Contents I. Signing into SIRI... 3 A. Logging on... 3 B. Accessing SIRI off campus... 4 C. Questions... 4 II.

More information

Apple Mail... 36 Outlook Web Access (OWA)... 38 Logging In... 38 Changing Passwords... 39 Mobile Devices... 40 Blackberry...

Apple Mail... 36 Outlook Web Access (OWA)... 38 Logging In... 38 Changing Passwords... 39 Mobile Devices... 40 Blackberry... Contents Email Accounts... 3 Adding accounts... 3 Account Modifications... 6 Adding Aliases... 7 Primary E-mail Addresses... 10 Mailbox Quotas... 12 Removing accounts... 13 Mail Forwarding and Distribution

More information

Microsoft Entourage 2008 / Microsoft Exchange Server 2010. Installation and Configuration Instructions

Microsoft Entourage 2008 / Microsoft Exchange Server 2010. Installation and Configuration Instructions Microsoft Entourage 2008 / Microsoft Exchange Server 2010 Installation and Configuration Instructions Table of Contents How to connect Microsoft Entourage 2008 EWS to the Exchange Server... 3 Important

More information

System Administration and Log Management

System Administration and Log Management CHAPTER 6 System Overview System Administration and Log Management Users must have sufficient access rights, or permission levels, to perform any operations on network elements (the devices, such as routers,

More information

FuseMail- Exchange ControlPanel Admin Guide Feb.27-14 V1.0. Exchange ControlPanel Administration Guide

FuseMail- Exchange ControlPanel Admin Guide Feb.27-14 V1.0. Exchange ControlPanel Administration Guide Exchange ControlPanel Administration Guide Table of Contents Top Level Portal Administration... 4 Signing In to Control Panel... 4 Restoring Account Password... 5 Change Account Details... 7 Viewing Account

More information

Bitrix Site Manager ASP.NET. Installation Guide

Bitrix Site Manager ASP.NET. Installation Guide Bitrix Site Manager ASP.NET Installation Guide Contents Introduction... 4 Chapter 1. Checking for IIS Installation... 5 Chapter 2. Using An Archive File to Install Bitrix Site Manager ASP.NET... 7 Preliminary

More information

SFEE 3.4 Tracker FAQ. 1. What additional Tracker features are available in SourceForge Enterprise Edition 3.4?

SFEE 3.4 Tracker FAQ. 1. What additional Tracker features are available in SourceForge Enterprise Edition 3.4? SFEE 3.4 Tracker FAQ SFEE 3.4 Tracker Frequently Asked Questions 1. What additional Tracker features are available in SourceForge Enterprise Edition 3.4? SFEE 3.4 introduces: The ability to submit tracker

More information

UOFL SHAREPOINT ADMINISTRATORS GUIDE

UOFL SHAREPOINT ADMINISTRATORS GUIDE UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...

More information

SelectSurvey.NET User Manual

SelectSurvey.NET User Manual SelectSurvey.NET User Manual Creating Surveys 2 Designing Surveys 2 Templates 3 Libraries 4 Item Types 4 Scored Surveys 5 Page Conditions 5 Piping Answers 6 Previewing Surveys 7 Managing Surveys 7 Survey

More information

Wires. z Go to https://www.bellbanks.com z From the Secure login to drop-down, select Business Online Banking z Enter Username and Password

Wires. z Go to https://www.bellbanks.com z From the Secure login to drop-down, select Business Online Banking z Enter Username and Password Wires This tab allows you to perform all the necessary functions to create and submit domestic and international wires online. For companies utilizing the online wire function, all business online banking

More information

Tutorial. Patch Management

Tutorial. Patch Management Tutorial Patch Management 2011 DeskCenter Solutions AG Table of Contents 1. Introduction...3 2. Software deployer...4 2.1 Preparing the software deployer...4 2.2 Configuring software deployers...4 3. Central

More information

ios Team Administration Guide (Legacy)

ios Team Administration Guide (Legacy) ios Team Administration Guide (Legacy) Contents About ios Development Team Administration 5 At a Glance 6 Team Admins Manage Team Membership and Assign Roles in the Member Center 6 Development Devices

More information

AUTHENTICATION... 2 Step 1:Set up your LDAP server... 2 Step 2: Set up your username... 4 WRITEBACK REPORT... 8 Step 1: Table structures...

AUTHENTICATION... 2 Step 1:Set up your LDAP server... 2 Step 2: Set up your username... 4 WRITEBACK REPORT... 8 Step 1: Table structures... AUTHENTICATION... 2 Step 1:Set up your LDAP server... 2 Step 2: Set up your username... 4 WRITEBACK REPORT... 8 Step 1: Table structures... 8 Step 2: Import Tables into BI Admin.... 9 Step 3: Creating

More information

Web Based Management Systems ebms

Web Based Management Systems ebms Web Based Management Systems Introduction to Technology Is this part of your business a frustration? Your Accounting System Your Operational / MRP MS Excel Spr/sheets Outdated & Complicated Database Disorganised

More information

DIAL-UP INTERNET ACCESS

DIAL-UP INTERNET ACCESS APPLICATION NOTE AN-15 DIAL-UP INTERNET ACCESS Dial-up Internet Access solves your Internet access needs while you re out of the office or on the road. This optional service complements the high-speed

More information

APS Online User Guide

APS Online User Guide APS Online User Guide APS Online is a complete set of online payment processing tools, providing you with the most simple and advanced way to manage all your automated customer billing needs. These tools

More information

How to: Audit Your Google Analytics Installation

How to: Audit Your Google Analytics Installation How to: Audit Your Google Analytics Installation Your site seems to be working perfectly and you re trying to track the results in Google Analytics. But something is missing. You think you re receiving

More information

CRM 2013 Customizations

CRM 2013 Customizations We are going to build a CRM Solution! CRM 2013 Chris Isbell A simple Project solution Track tasks, notes, and more Relate it to Accounts and Contacts Add custom fields Customize forms Customize business

More information

Creating a Participants Mailing and/or Contact List:

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

More information

Link Crew & WEB Database User Guide. Database 2006

Link Crew & WEB Database User Guide. Database 2006 i Link Crew & WEB Database User Guide Database 2006 1 ii 1 Contents 1 CONTENTS...II 2 THE LINK CREW AND WEB DATABASE... 3 3 DOWNLOADING THE DATABASE... 4 Step 1: Login to the Boomerang Project Website...4

More information

The Technical Coordinators Guide to Organizing & Importing Different Types of Data Into the Warehouse

The Technical Coordinators Guide to Organizing & Importing Different Types of Data Into the Warehouse The Technical Coordinators Guide to Organizing & Importing Different Types of Data Into the Warehouse Documentation & Template Examples that will ease the process of getting your data into Data Director

More information

HOW TO ADD COMPANIES TO RISK TRACKER

HOW TO ADD COMPANIES TO RISK TRACKER HOW TO ADD COMPANIES TO RISK TRACKER Document Creation Author(s) 2/20/2015 Steve Meitzler Adding Companies to Risk Tracker When using the Creditsafe Risk tracker there are several ways that you can add

More information

Advanced Configuration Steps

Advanced Configuration Steps Advanced Configuration Steps After you have downloaded a trial, you can perform the following from the Setup menu in the MaaS360 portal: Configure additional services Configure device enrollment settings

More information

EVENT REGISTRATION UPLOADER DOCUMENTATION

EVENT REGISTRATION UPLOADER DOCUMENTATION August 8, 2012 EVENT REGISTRATION UPLOADER DOCUMENTATION The Purpose To aid in generating more accurate reporting for engagement, event data needs to be entered into Griffin. The Event Registration Uploader

More information

How do I share a file with a friend or trusted associate?

How do I share a file with a friend or trusted associate? Sharing Information How do I share a file with a friend or trusted associate? Sharing a file in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information

More information

Class Objectives. Introduction. Intermediate Outlook Features. Setting up Outlook

Class Objectives. Introduction. Intermediate Outlook Features. Setting up Outlook Intermediate Outlook 2003 Shortcourse Handout September 1, 2004 Technology Support Shortcourses Texas Tech University Copyright 2004 Class Objectives After completing this shortcourse, you should be able

More information

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

More information

How Do I Upload Multiple Trucks?

How Do I Upload Multiple Trucks? How Do I Upload Multiple Trucks? 1. Log into account. Please see the How Do I Log into My Account? document (DOC-0125) for additional assistance with logging into PrePass.com. 2. On the Admin Home tab,

More information

A Short Tutorial on Using Visio 2010 for Entity-Relationship Diagrams

A Short Tutorial on Using Visio 2010 for Entity-Relationship Diagrams A Short Tutorial on Using Visio 2010 for Entity-Relationship Diagrams by Nezar Hussain Microsoft Visio 2010 is a flexible software tool that allows users to create some diagrams and charts, providing an

More information

CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc.

CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc. CLOCKWORK Training Manual and Reference: Inventory TechnoPro Computer Solutions, Inc. Table of Contents Inventory Learning Objectives License Key 5 Create a Catalog 6 Assign Permissions 9 Categories and

More information

EVENT LOG MANAGEMENT...

EVENT LOG MANAGEMENT... Event Log Management EVENT LOG MANAGEMENT... 1 Overview... 1 Application Event Logs... 3 Security Event Logs... 3 System Event Logs... 3 Other Event Logs... 4 Windows Update Event Logs... 6 Syslog... 6

More information

Creating Excel Link reports with efficient design

Creating Excel Link reports with efficient design Creating Excel Link reports with efficient design To make it easier to accommodate future changes to Controller Excel Link functions and also to ensure that reports are designed with optimum performance

More information

Microsoft Dynamics CRM User Group Meeting February 4, 2016. Welcome CRM Users! Microsoft Dynamics CRM User Group February 2016

Microsoft Dynamics CRM User Group Meeting February 4, 2016. Welcome CRM Users! Microsoft Dynamics CRM User Group February 2016 Welcome CRM Users! Microsoft Dynamics CRM User Group February 2016 CRM Workflow Presented by Mike Wright Workflow What is a workflow? Workflows enable you to model real-life business processes, for example

More information

HELP DESK MANUAL INSTALLATION GUIDE

HELP DESK MANUAL INSTALLATION GUIDE Help Desk 6.5 Manual Installation Guide HELP DESK MANUAL INSTALLATION GUIDE Version 6.5 MS SQL (SQL Server), My SQL, and MS Access Help Desk 6.5 Page 1 Valid as of: 1/15/2008 Help Desk 6.5 Manual Installation

More information

ADVANCED ICC Functionality Guide (For suppliers needing to provide Full Material Disclosures on Products)

ADVANCED ICC Functionality Guide (For suppliers needing to provide Full Material Disclosures on Products) ADVANCED ICC Functionality Guide (For suppliers needing to provide Full Material Disclosures on Products) Version 1.0 January 2014 Motorola Solutions, Inc. Table of Contents Introduction... 1 General Process

More information

ProExtra eclaiming User Guide

ProExtra eclaiming User Guide ProExtra eclaiming User Guide Welcome to ProExtra eclaiming. You can use this system to submit claims to ProCare, for the services you have provided to patients referred to you by their GPs. You will need

More information

Guide: Using Citrix for Home/ Office

Guide: Using Citrix for Home/ Office Guide: Using Citrix for Home/ Office Contents Important information about disconnecting from Citrix 1 How to access Citrix Site 2 How to install Citrix Receiver for Home/ Personal Device (ipad, android

More information

Batch and Import Guide

Batch and Import Guide Batch and Import Guide 020411 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

More information

The new fact find technology continues to move forwards in terms of usability and gives you even more control of the fact find process.

The new fact find technology continues to move forwards in terms of usability and gives you even more control of the fact find process. FinPlan R9.6 Wrap Valuations, Plans and Fact Find Control FinPlan R9.6 delivers a set of major new enhancements to the system including new wrap providers, Plans for grouping policies and further fact

More information

Modifying ScholarOne to seek author consent before sending manuscript notifications to Dryad the single step version.

Modifying ScholarOne to seek author consent before sending manuscript notifications to Dryad the single step version. Modifying ScholarOne to seek author consent before sending manuscript notifications to Dryad the single step version. Initial version: March 2013 by Tim Vines This document describes the process for modifying

More information

Course Scheduling Support System

Course Scheduling Support System Course Scheduling Support System Roy Levow, Jawad Khan, and Sam Hsu Department of Computer Science and Engineering, Florida Atlantic University Boca Raton, FL 33431 {levow, jkhan, samh}@fau.edu Abstract

More information

M4 Systems. Email Remittance (ER) User Guide

M4 Systems. Email Remittance (ER) User Guide M4 Systems Email Remittance (ER) User Guide M4 Systems Ltd Tel: 0845 5000 777 International: +44 (0)1443 863910 www.m4systems.com www.dynamicsplus.net Table of Contents Introduction ------------------------------------------------------------------------------------------------------------------

More information

BackupAgent Management Console 4.0.1 User Manual

BackupAgent Management Console 4.0.1 User Manual BackupAgent Management Console 4.0.1 User Manual May 2011 Version 1.0 Disclaimer This document is compiled with the greatest possible care. However, errors might have been introduced caused by human mistakes

More information

MS Excel Template Building and Mapping for Neat 5

MS Excel Template Building and Mapping for Neat 5 MS Excel Template Building and Mapping for Neat 5 Neat 5 provides the opportunity to export data directly from the Neat 5 program to an Excel template, entering in column information using receipts saved

More information

UH Mail Server Retirement

UH Mail Server Retirement University Information Technology UH Mail Server Retirement Technology Services and Support Davis, Ivey S!" Table of Contents The University of Houston s Mail.Uh.edu Server Retirement... 2 Introduction...

More information

CUCM 6.x/7.x/8.x: Bulk Administration Tool (BAT) Errors

CUCM 6.x/7.x/8.x: Bulk Administration Tool (BAT) Errors CUCM 6.x/7.x/8.x: Bulk Administration Tool (BAT) Errors Document ID: 112897 Contents Introduction Prerequisites Requirements Components Used Conventions Unable to Update Users Associated with Line Field

More information

TENDERS MANAGEMENT TOOL SRM: SUPPLIERS RELATIONSHIP MANAGEMENT SUPPLIER S MANUAL. June 2013. Version 2

TENDERS MANAGEMENT TOOL SRM: SUPPLIERS RELATIONSHIP MANAGEMENT SUPPLIER S MANUAL. June 2013. Version 2 TENDERS MANAGEMENT TOOL SRM: SUPPLIERS RELATIONSHIP MANAGEMENT SUPPLIER S MANUAL June 2013 Version 2 2 de 24 √ćNDEX 1. WELCOME... 3 2. BID INVITATION INFORMATION... 4 2.1 SRM ACCESS... 4 2.2 SRM USER AND

More information

Accounts Receivable: Importing Remittance Data

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

More information

CMS and e-commerce Solutions. version 1.0. Please, visit us at: http://www.itoris.com or contact directly by email: sales@itoris.

CMS and e-commerce Solutions. version 1.0. Please, visit us at: http://www.itoris.com or contact directly by email: sales@itoris. Help Desk for Magento User Guide version 1.0 created by IToris IToris Table of contents 1. Introduction... 3 1.1. Purpose... 3 2. Installation and License... 3 2.1. System Requirements... 3 2.2. Installation...

More information

ELECTRONIC FEDERAL TAX PAYMENT SYSTEM BATCH PROVIDER SOFTWARE USER MANUAL

ELECTRONIC FEDERAL TAX PAYMENT SYSTEM BATCH PROVIDER SOFTWARE USER MANUAL ELECTRONIC FEDERAL TAX PAYMENT SYSTEM BATCH PROVIDER SOFTWARE USER MANUAL CONTENTS SECTION NAME Click on any section title to go directly to that page 1 Introduction 1.1 Welcome to EFTPS 1.1.1 Who should

More information

Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide

Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide Washington Access to Instruction and Measurement (WA-AIM) Engrade Users Guide Copyright 2015 by OSPI, Data Recognition Corporation, and McGraw-Hill LLC. All rights reserved. Developed and published under

More information

MEDIAplus administration interface

MEDIAplus administration interface MEDIAplus administration interface 1. MEDIAplus administration interface... 5 2. Basics of MEDIAplus administration... 8 2.1. Domains and administrators... 8 2.2. Programmes, modules and topics... 10 2.3.

More information

USING P3 VERSION 3.1 IMPORT AND EXPORT FUNCTIONS WITH THE DBF FILE FORMAT AND EXCEL PAUL E HARRIS EASTWOOD HARRIS

USING P3 VERSION 3.1 IMPORT AND EXPORT FUNCTIONS WITH THE DBF FILE FORMAT AND EXCEL PAUL E HARRIS EASTWOOD HARRIS P.O. Box 4032 EASTWOOD HARRIS PTY LTD Tel 61 (0)4 1118 7701 Doncaster Heights ACN 085 065 872 Fax 61 (0)3 9846 7700 Victoria 3109 Project Management Systems Email: harrispe@eh.com.au Australia Software

More information

Use Find & Replace Commands under Home tab to search and replace data.

Use Find & Replace Commands under Home tab to search and replace data. Microsoft Access 2: Managing Data in Tables and Creating Relationships You have created tables in an Access database. Data in Access tables can be added, deleted, and updated to be current (practiced in

More information

INTEGRATING MICROSOFT DYNAMICS CRM WITH SIMEGO DS3

INTEGRATING MICROSOFT DYNAMICS CRM WITH SIMEGO DS3 INTEGRATING MICROSOFT DYNAMICS CRM WITH SIMEGO DS3 Often the most compelling way to introduce yourself to a software product is to try deliver value as soon as possible. Simego DS3 is designed to get you

More information

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up

How To Use Optimum Control EDI Import. EDI Invoice Import. EDI Supplier Setup General Set up How To Use Optimum Control EDI Import EDI Invoice Import This optional module will download digital invoices into Optimum Control, updating pricing, stock levels and account information automatically with

More information

How do I create a Peachtree (Sage 50) Payroll export file?

How do I create a Peachtree (Sage 50) Payroll export file? How do I create a Peachtree (Sage 50) Payroll export file? Steps to complete prior to running the payroll export in HBS: In Peachtree: Prior to setting up the Peachtree (Sage 50) Payroll export, you will

More information

webkpi SaaS ETL Connector Installation & Configuration Guide

webkpi SaaS ETL Connector Installation & Configuration Guide webkpi SaaS ETL Connector Installation & Configuration Guide SaaS ETL Version 2.5.0.12 Version 1.6 September 2013 webkpi SaaS ETL Connector Version 2.5.0.12 V 1.6 Page 1 Table of Contents Table of Contents

More information

Information Systems Services. Configuring Entourage 2008 to connect to the University s Exchange service Version 2.2 February 2009

Information Systems Services. Configuring Entourage 2008 to connect to the University s Exchange service Version 2.2 February 2009 Information Systems Services Configuring Entourage 2008 to connect to the University s Exchange service Configuring Entourage 2008 to connect to the University s Exchange service Contents Contents... 2

More information

Unified Monitoring Portal Online Help Account Admin

Unified Monitoring Portal Online Help Account Admin Unified Monitoring Portal Online Help Account Admin This PDF file contains content from the Unified Monitoring Portal (UMP) Online Help system. It is intended only to provide a printable version of the

More information

Allowing other users to view email and/or folders in Outlook (i.e., proxy access)

Allowing other users to view email and/or folders in Outlook (i.e., proxy access) Allowing other users to view email and/or folders in Outlook (i.e., proxy access) There are two ways to work with another person's Microsoft Outlook folders folder sharing and Delegate Access. 1. Folder

More information

Sending Email on Blue Hornet

Sending Email on Blue Hornet Sending Email on Blue Hornet STEP 1 Gathering Your Data A. For existing data from Advance or Outlook, pull email address, first name, last name, and any other variable data you would like to use in the

More information

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal

Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This Application Note provides instructions for configuring Apps settings on the Cisco OnPlus Portal and Autotask application settings

More information

Cloudfinder for Office 365 User Guide. November 2013

Cloudfinder for Office 365 User Guide. November 2013 1 Contents Getting started with Cloudfinder for Office 365 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting the Admin Impersonation... 4 Initial backup... 7 Inside

More information

Broker Portal Tutorial Broker Portal Basics

Broker Portal Tutorial Broker Portal Basics Broker Portal Tutorial Broker Portal Basics Create Agent Connect Link Forgotten Password Change Your Broker Portal Password Delegate View Application Status Create Agent Connect Link Log in to your Producer

More information

University of Colorado at Boulder Alumni Association

University of Colorado at Boulder Alumni Association University of Colorado at Boulder Alumni Association Harris Connect E-Mail Marketing Training Document I. Log in and get ready A. Go to https://admin.alumniconnections.com/olc/admin/cob/admintool/ and

More information

Ajera 7 Installation Guide

Ajera 7 Installation Guide Ajera 7 Installation Guide Ajera 7 Installation Guide NOTICE This documentation and the Axium software programs may only be used in accordance with the accompanying Axium Software License and Services

More information

GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL

GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL 1. Log in to your INSPECT WebCenter Account. 2. Go to the Requests tab on the left, and select New Request. 3. Select Practitioner from the drop-down

More information

Accounts Payable Workflow Guide. Version 11.2

Accounts Payable Workflow Guide. Version 11.2 Accounts Payable Workflow Guide Version 11.2 Copyright Information Copyright 2013 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information