This layout facilitates the conversion of records imported from a flat data file into a format that may be incorporated into the application.
The facility accepts data stored in .csv, .tab, and .txt files.
If the records that you wish to import are not in one of these file formats, it is suggested that you first export records from the original data source in one of these formats; then, import that into the application.
If a Category, Project, or Company title in your import source file is already in the application, it will not be imported.
However, if you attempt to import a Note under one of these headings that is in the application, that Note will be imported.
For example, if the application already contains the Project
The Secret Garden
an attempt to import a Project record
The Secret Garden
to the Project heading would be redundant.
However, an attempt to import a record from the import source that contains the Project
The Secret Garden
Plus Notes under same will work; the Notes will be imported, and stored under the existing Project
The Secret Garden
It is assumed that the import source file contains some of the fields in the application. If it does not contain all of the fields necessary, the missing data will be created as required.
For example, if you attempt to import a record to the Project heading that consists of a Project title without a created or modified date, the import process will populate these fields with the current date.
Running from the top to the bottom of this panel, left to right:
import
Click the button to the right of a heading name to import records under that heading.
For example, to import records under the Category heading:
i. Click the button labelled import beside the heading name category.
ii. Select the file you wish to import from the directory of your choosing.
The file must have a .csv, .tab or .txt suffix.
If it does not, the process will terminate.
navigation bar (bottom)
The labels at the bottom of this panel facilitate navigation to the backup, sync, restore, demo, and settings panels.