Advanced Import

 

EXCEL data may be imported into the following TelcoMgr files.

 

1)telco.tps - The Customer/Location file is classified as the PARENT file and the master relationship is set by the CusSysID field, which is common to the CHILD files below:

a)circuits.tps - The CIRCUITS file contains the physical and logical data descriptions of each circuit, including lines, features, services, charges and taxes. The CusSysID field is related to the telco.tps CusSysID field.

b)directry.tps - The DIRECTORY file contains users names, extension numbers and DID numbers and is related to the telco.tps file.

c)cpe.tps - The CPE file may be used for variety of purposes, which includes components, systems, individual equipment, etc. and the PARENT to the COMPONENTS file.

i)componts.tps - The COMPONENTS file is a CHILD of the CPE file and includes detailed information about equipment/system components.

 

User Tips for Setting a New TelcoMgr installation with imported data:

 

Practice these steps with a small sample of records.

 

1.Export a TelcoMgr CUSTOMER LOCATION file as an EXCEL file to create a file template for importing your CUSTOMER LOCATION data.

2.Merge (cut & paste) your LOCATION data into the CUSTOMER LOCATION EXCEL file template created in step 1 above.

3.From your EXCEL merged file IMPORT YOUR DATA INTO THE TELCO LOCATION FILE FIRST SO TELCOMGR CAN CREATE THE CUSTOMER LOCATION SYSTEM ID (CusSysID) number automatically. The appropriate CusSysID must appear in each record that is imported into the CIRCUITS files.

4.Using TelcoMgr create at least one Circuits Record for each CUSTOMER LOCATION, which will be used as record locator for setting up an EXCEL template for importing CIRCUITS data.

5.Export the TelcoMgr CIRCUITS file as an EXCEL file to create a file template for importing your CIRCUITS data.

6.Merge (cut & paste) your CIRCUITS data into the CIRCUITS template created in step 5 above. Use the CIRCUITS data created in TelcoMgr as a record locator. Each CIRCUITS record must have matching CusSysID that is related to a CUSTOMER LOCATION SYSTEM ID.

 

Single User: Importing Data requires that no other user is logged on to TelcoMgr apart from a single TelcoMgr Uitility program user.

 

Import Features:

 

Import from Excel standard files.

 

Duplicate checking can be enabled at the end-user levels. The user has the option to process, ignore duplicates or update the original record. The contents of the dupes can be saved to a text file.  At the end of the import run the Duplicates text file can be viewed/printed.

 

File information such as field names,types,sizes is read straight from the database header record and displayed in a browse.

 

The user can then match up fields by a Map by Name button (for similar labels) and then drag and drop.  These Map Structures can be saved for future use.

 

At runtime the user can "override" incoming text for a particular field with their own choice of text (or date).

 

For testing purposes a set number of records can be imported.

 

Records are added to your existing data file and if there is an Auto Number key the auto-number field will be incremented automatically.

 

For ASCII or CSV files there is the option to skip the header record (useful if this record is just field names) and allow double quote marks, or not. (This feature has been discontinued.)

 

Files allowed for Import:

 

•Circuits

•Customer/Location

•Directory