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Frequently Asked Questions

Can I import/export existing data?

CMMS Software - COGZ Systems General Questions
Importing can be accomplished using the built-in COGZ import/export utility that allows you to map our data fields and import your data via common text files.
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How do I import and export model data?

FAQs about supply chain guru : LLamasoft
Your model data can easily be imported and exported from Microsoft Excel, and all models can be opened directly in Microsoft Access. To export from Supply Chain Guru to an Excel spreadsheet, simply open the table that you wish to export, and choose the "Export current grid to Excel" button on the toolbar. An Excel spreadsheet automatically opens. Make any desired changes to the data.
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Can I import and/or export ProblemTracker data?

NetResults ProblemTracker FAQ for Web-based bug tracking, ch...
Yes, ProblemTracker supports export of a ProblemTracker database in CSV format (ASCII comma separated data). However, importing legacy data (data from a system other than ProblemTracker) into a ProblemTracker database directly, as opposed to entering it via the web interface, is a task that requires the use of the ProblemTracker Software Development Kit (SDK), an add-on option of ProblemTracker, or requires the assistance of NetResults Professional Services department.
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Can I import and export data?

Faq- IT Help Desk Software Solutions, Helpdesk Call Tracking...
Yes, SupportDesk has both importing and exporting functionality. Data can be exported from the Database menu, choose Export CSV File. You are then presented with a choice of record types to export, or you may select All. Records are exported in CSV (Comma Separate Value) format, to a flat text file. Similarly, data can be imported into SupportDesk in a similar file format. Thus allowing you to swiftly populate the SupportDesk database with data held elsewhere.
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MyGoalTracking - Set. Track. Sell.
Yes. Importing and exporting Clients and Prospects (and other data) is easy. It is very common for new organizations to "Export" data from one application (Reynolds, ADP, etc) then "Import" this data into MGT. Yes and No. The MGT System is designed as a stand-alone application, however some organizations prefer to "integrate" data from a current system into the MGT system. This can be arranged.
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How do I import my existing data into AutoClients.com?

FAQs
AutoClients.com provides an Import function to copy your data from Microsoft Outlook?, ACT!, and any program that can save its data in the CSV (comma separated value) or ASCII comma delimited TXT file format such as Microsoft Excel?, and Microsoft Access?. The data is then imported by our staff into your system for later use. The Administrator and all users in your organization can also use the Import function to copy data into AutoClients.com at anytime.
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Can I import my existing data into the system?

The Parabase Web-Order-System - Frequently Asked Questions
Sure. The system has a very powerful Import/Export module, that easily imports all information required. The best method is with Microsoft Excel, which allows you to manipulate thousands of items at one time [we tried 11,000 and it was no problem]. Almost all commercial accounting packages can export in Excel format.
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The Auto Responders Frequently asked questions page
The Autoresponder Software enables you to import existing client information into your online database. This means that if you have a current email list of clients or prospects you can add them to the system and put your customer contact on autopilot. In addition to being able to use the Autoresponder Software to automatically follow up clients you can use it as a broadcast tool for monthly newsletters or new product launches.
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Can I import my existing data into CDTools?

InContext Enterprises
Yes. You can import individual user notes and completed affinity diagrams in word processing files. In both cases, you must have them formatted with styles recognized by CDTools. You cannot import spreadsheets or other formats. CDTools provides a .dot template file with the supported styles.
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How do I import my existing data into CRMnext?

Frequently Asked Questions
CRMnext provides an Import Wizard to move your data from Microsoft Outlook, ACT!, and any program that can save its data in the CSV (comma separated value) file format such as Palm, Microsoft Excel, and Microsoft Access. The Import Wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in CRMnext.
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How do I import my existing data into MortgagePro?

MortgagePro CRM-Put your marketing an autopilot
MortgagePro provides an Import Wizard to move your data from a CSV (comma separated value) file format such as Palm OS™, Microsoft Excel™, and Microsoft Access™. The Import Wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in MortgagePro. The Administrator and all users in your organization can use the Import Wizard to move data into MortgagePro at anytime.
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Can I import my existing data to SalesCatalysts.com? How to do that?

Frequently Asked Questions on SalesCatalysts.com CRM
Sure. You can import leads, company and contact records, order details, and other sales-related information into the system. The only requirement is that the source file needs to be in CSV (comma separated value) format. In most cases, your existing system should have no problem meeting this requirement. In case you really have a problem, SalesCatalysts.com will be happy to offer assistance.
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Can I import my existing data into salesforce.com?

CRM Training Frequently Asked Questions (FAQ) - Salesforce.c...
Salesforce.com provides an Import Wizard to move your data from Microsoft Outlook???, ACT! and most other programs via CSV (comma separated values) or Tab Delimited files. The Import Wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in salesforce.com.
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How do I import my existing data into On-Demand ?

FAQ & Help | FactoryDNA™
On-Demand provides a powerful Synchronization Wizard to move your data from any ERP or SCM program that can save its data in the CSV (comma separated value) or similar file format. On-Demand can also bring in data from Microsoft Excel or other data sources. The Synchronization Wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in On-Demand.
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How do I import my existing data into Salesforce?

Frequently Asked Questions - salesforce.com
Salesforce.com provides an import wizard to move your data from Microsoft Outlook, ACT!, or any program that can save its data in the CSV (comma separated value) file format such as Palm OS, Microsoft Excel, and Microsoft Access. The import wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in Salesforce. The administrator and all users in your organization can use the import wizard to move data into Salesforce at anytime.
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How do I import my existing data into BoatClients.com?

FAQs
BoatClients.com provides an Import function to copy your data from Microsoft Outlook?, ACT!, and any program that can save its data in the CSV (comma separated value) or ASCII comma delimited TXT file format such as Microsoft Excel?, and Microsoft Access?. The data is then imported by our staff into your system for later use. The Administrator and all users in your organization can also use the Import function to copy data into BoatClients.com at anytime.
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How do I import my existing data into MortgageClients.com?

FAQs
MortgageClients.com provides an Import function to copy your data from Microsoft Outlook?, ACT!, and any program that can save its data in the CSV (comma separated value) or ASCII comma delimited TXT file format such as Microsoft Excel?, and Microsoft Access?. The data is then imported by our staff into your system for later use. The Administrator and all users in your organization can also use the Import function to copy data into MortgageClients.com at anytime.
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Can I import my existing data into FundRaiser?

FundRaiser Software :: Products :: FAQ
A:FundRaiser programs include built-in capabilities for importing data from several popular programs. In many cases you can import your data yourself (our support staff will be happy to help with the process). In some situations it may be better to hire us to convert your data. For example, if your current data base includes a detailed giving history, that data would need to be manipulated before it can be imported into FundRaiser.
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How do I import my existing data into TravelAgencyClients.com?

FAQs
TravelAgencyClients.com provides an Import function to copy your data from Microsoft Outlook?, ACT!, and any program that can save its data in the CSV (comma separated value) or ASCII comma delimited TXT file format such as Microsoft Excel?, and Microsoft Access?. The data is then imported by our staff into your system for later use. The Administrator and all users in your organization can also use the Import function to copy data into TravelAgencyClients.com at anytime.
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How do I import my existing data into MotorcycleClients.com?

FAQs
MotorcycleClients.com provides an Import function to copy your data from Microsoft Outlook?, ACT!, and any program that can save its data in the CSV (comma separated value) or ASCII comma delimited TXT file format such as Microsoft Excel?, and Microsoft Access?. The data is then imported by our staff into your system for later use. The Administrator and all users in your organization can also use the Import function to copy data into MotorcycleClients.com at anytime.
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How do I import my existing data into TeamUnify?

Team Unify - Bringing Teams Together
TeamUnify provides live support to import your member data. Simply supply us with the member database preferably in Microsoft Excel format (not required) and TeamUnify will upload your member database and notify you when you can access the database inside of your teams administration account.
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How do I import my existing data into HOTCRM?

HOTCRM - Faq
You can use Import Wizard to move your data from Microsoft Outlook™, ACT!, and any program that can save its data in the CSV (comma separated value) file format such as Palm OS™, Microsoft Excel™, and Microsoft Access™. The Import Wizard takes you step-by-step through the import process, allowing you to specify how your data will be organized once it is in HOTCRM.
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How do I import my existing data into sycle.net?

Sycle
If your data is in an electronic format, sycle.net can import the data for you. If your data is in file or paper format, you will need to import it manually using the patient backfill area of the Administration section. You can, however, start using sycle.net immediately and add your existing patient data over time.
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Can I import/export data to/from NetDoc?

NetDoc Cable Management Software Frequently Asked Questions
NetDoc ships with a developed excel import tool for your use. This tool is formatted and built to confirm to the NetDoc SQL database tables so an import will automatically populate the proper tables. NetDoc databases are ODBC compliant. That means any other data source that is ODBC compliant can be linked to the NetDoc database. A professional database person will be needed to create these links if possible. This is not an automatic feature.
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Can I export/import QuickBooks data?

QuickBooks Frequently Asked Questions - Call 800-259-4213
To move an entire data file from one computer to another, you can back your data file to floppy disk(s) and restore it to another computer. To do this, click on File, Backup or File, Restore. All the information contained within any QuickBooks report can be exported to a Text (ASCII), Excel or tab delimited file. To do this, create the required report, then click Print, and choose the required destination and format. Most information contained within a List can be exported.
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Can I import/export model data from/to other tools?

UML Modeling Tool - JUDE
Using JUDE Collaboration with JUDE/Server brings a valued facilitation for Team Development by integrating projects using repository to share models among development team members. Yes. You can merge project files that are created with JUDE/Community using JUDE/Professional. ( [File] - [Merge Project]) Please make sure that you use the same or higher model version of JUDE/Professional to merge with. Go to http://jude.change-vision.com/jude-web/download/document.
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How do I import/export data/reports from/to Excel?

FAQ about apm
From "APM" you can export reports to text files, then you can convert these files to the Excel format from Excel. To import ".txt" or ".xls" files in to ".apm" files you need the special utility.
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What types of data import and export are available?

Peake Software. Manage Your Schedule. Anytime. Anywhere. Via...
Peake Software Labs will provide a customized import routine to load existing Provider information from compatible data source. This service is included as part of the installation setup if the Tangier Enterprise client commits to an annual support contract. Otherwise, the service is available at the time and materials rate of $100.00 per hour for non-support contract and Professional clients. Tangier? Professional and Enterprise have a variety of support options and training packages.
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Can I Import/Export Data to and from Squash 'Em?

Desertware - FAQ
Import/Export utility is currently being worked on and will be released in a future upgrade to Squash 'Em. If you currently have data you need imported right away we can do the import work for you. Contact dwsales@desertware.com to learn more.
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