•Chart of Accounts

•Contacts File

•Customers

•Inventory Items

 

The above files may be IMPORTED from a MICROSOFT EXCEL 2003 compatible file type.

 

User Tip: Export the SWORD files using the Export SWORD Files option to create a template file to be re-imported with your data.

 

 

Caution: Importing Files Requires EXCLUSIVE USE!

 

Step 1: Source File Options

 

 

1.Navigate to an EXCEL.XLS file to import.

2.Select how you wish to format fields with dates.

❑ Skip first record > Check this box if you wish to import only your data and not your header labels.

3. Maximum records to import may be set to a small number for testing your import. A ZERO will import ALL records.

❑ Convert OEM to ANSI characters. (Use if your imported data might contain accented characters)

 

Click on the [Next Step button] to open the Step 2. Map Source Fields TAB.

 

 

1.Press the [FIRST button] to read in the 1st Record.

2.Click on a field in the left list (your SOURCE file) and "drag" it across to the matching field in the right hand list (SWORD fields).

3.Use the mouse "Double-click"  in the right hand list (SWORD fields) to "unlink" the match.

4.Use the mouse "Right-Click" to enter a static value for the SWORD field. For example, the COMPANYID field must always contain the number 1.

5.The matching of fields may be saved as a "Map Structure." Once you have matched your fields to the SWORD fields then click on the [Save button].

6.The Column labeled No. in the Source file (Left-side panel) and Existing File Field (Right-side panel) indicates which column in the Source file shall be placed into the Existing field.

7.Use the [Retrieve button] to use a previously saved Map Structure.

8.Click on the [Start button] to begin the IMPORT.