TCM

Import Wizard - Altering Data


Under some circumstances, generally if importing an Microsoft Outlook® file, you will be taken back to the File layout - step 2 screen. Once the Import Wizard has finished this stage of the import procedure it will suggest that you allow the Wizard to create a new file containing your data in which the multi-line field data has been split into various columns. If your old file is called 'Contacts', TCM will have created a new file called 'New Contacts.csv'.

The Import Wizard then prompts you to either [YES] open up whatever spreadsheet you have on your system in order to view the data and to alter it as required to ensure that data of the same type is consistently in the same column, or [NO] proceed with the Wizard. If you choose [YES], the Wizard will close down once the new file has been created.
(If you have Microsoft Excel® or other spreadsheet on your hard disk the Wizard will start this application. The Import Wizard does this so that you can edit the new file and make sure that all the data is in the correct fields before importing the file again.)

After choosing [YES] and altering your data as required start the Import Wizard again. The name of the new file to be imported will be placed automatically in the source file box (iuf you renamed the file when you saved it in your spreadsheet you will need to change the file name accordingly) on the opening screen. The Import Wizard should now proceed through the previous screens without problem, you should also notice that the data that you are now importing is set out correctly. Once the new file has been created the Wizard will close down.


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[Getting started] [Source data] [File layout (step 1)]
[File layout (step 2)] [File layout (multi-line fields)] [Field allocation]
[Target location] [Finishing] [Import Wizard Glossary]