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Import and Export Data

Note:   You must have Microsoft Excel installed on your machine to edit spreadsheets used in import and export procedures.

The importing and exporting features automate the process of getting new or updated data into your system and are a faster alternative to using the screens in the user interface.  With data importing and exporting, you can rapidly process large amounts of data contained in Microsoft Excel spreadsheets, thus drastically reducing the time and effort required to create a CorrigoNet instance or make changes to your existing instance.

Data importing and exporting is most useful in the following situations:

The Import/Export Spreadsheets screen contains scripts for tasks falling into the following categories of data:

IMPORTANT:  Before you import a spreadsheet, make sure that the column headings are an exact match to the terms used in CorrigoNet. To make sure this is the case, you can first download an empty spreadsheet to see what the column headings should be.

Import Data

Use the import feature to get data into your CorrigoNet instance.  The data is imported using Excel spreadsheets.  You can populate your spreadsheet in various ways:

To import a spreadsheet, complete the following steps:

  1. Make sure all required fields in your spreadsheet contain data before importing. Required and optional fields are labeled as such under the column headings in downloaded spreadsheets.
  2. Before importing, make sure you have done a "Save as" in Excel and saved your spreadsheet as an .XLS file. In the "Save as type" drop-down, select Microsoft Excel Workbook, then click Save. If you do not do this, you might not be able to import the spreadsheet successfully.
  1. Go to Our Company > Import/Export.

The Import/Export Spreadsheets screen opens.

  1. Find the type of data you want to import: customers, models, and so on.
  2. When you find your data type in the list, click the corresponding Import link on the right side of the screen.

The Upload screen opens.

  1. Click the Browse button, and navigate to the location of the file you want to import, then select the file and click Select.
  2. When you see the screen displaying the number of records to be uploaded, click the Upload button.  Any errors will appear in the error log when the upload completes.
Export Data

You might export data from your instance for any of the following reasons:

In each case, the export feature gives you a more efficient way to do the task than viewing records one by one through the user interface.

To export a spreadsheet, complete the following steps:

  1. Go to Our Company > Import/Export.

The Import/Export Spreadsheets screen opens.

  1. Find the type of data you want to export: customers, models, etc. 
  2. When you find your data type in the list, click the corresponding Export link on the right side of the screen.

The File Download screen opens.

  1. Click Save to save the spreadsheet to your computer or Open if you just want to view the spreadsheet.

The Save As screen opens.

  1. Navigate to the drive and folder where you want to save the file, and click Save.  

The file can now be opened in Excel to view or edit it.