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Import Data
ResSched allows you to import data about clients and resources from outside the program. This feature is available only to holders of a Corporate Licence. The function is accessed from File>Import Data.
System administrators can choose to import client or resource data under strict conditions, as follows:
There must be no other users using ResSched at the time.
A backup should be done beforehand.
The source file is comma delimited ASCII and can be either .txt or .csv.
Empty fields must still have a comma to mark their place.
If a field's content has a comma in it, the entire field must be placed within double quotes.
Each record in the source file must be on one line.
Carriage returns and line feeds can not be included in any field
The fields in the source records must follow a precise order. The order and attributes of the fields for the Client record are:
FIELD ATTRIBUTES
Client Up to 50 characters. A required field. Name must be unique.
Contact Up to 30 characters.
Phone Up to 20 characters.
Fax Up to 20 characters.
E-mail Up to 50 characters.
Pager Up to 20 characters.
Misc Up to 30 characters.
Address Up to 200 characters, but without carriage return/line feed.
Notes Up to 2,000 characters, but without carriage return/line feed.
For the Resource records:
Resource Up to 30 characters. A required field. Name must be unique.
Units Numeric. Defaults to 1 if no number is present.
Authorize All Numeric. 1 - lets all general users book this resource; 0 - general users must be specified. Defaults to 0.
Rate Numeric with two decimal places. For hourly, daily, minute rate.
Rate Period Numeric. 0 - hourly; 1 -daily; 2- by minute. Defaults to 0.
Notes Up to 1000 characters, but without carriage return/line feed.
Misc Up to 20 characters.
Empty fields following the last field containing data to be imported can be left off altogether.
The import function loops through the source file. For each record where the client or resource is not already present in ResSched, the information is added. If a client or resource already exists by that unique name, the existing record in ResSched will be replaced.
Resources or clients are deleted from ResSched in the normal fashion using the appropriate ResSched windows.
Here are some examples of correct and incorrect import source records:
Correct client source records
ABC Company,"Smith,Bill",(123) 456 7890,(123) 456 0987,Bill.Smith@ABCco.com
ABC Company,Bill Smith,(123) 456 7890,,Bill.Smith@ABCco.com
ABC Company,,,,Bill.Smith@ABCco.com
Incorrect client source records
ABC Company,Smith,Bill,(123) 456 7890
Reason: Contact field has comma but field not in quotes
ABC Company,"Smith,Bill",(123) 456 7890,Bill.Smith@ABCco.com
Reason: Missing fax field between phone and e-mail
Correct resource source records
S CEDAR RM,South Cedar Room,,,50.00,0
This is an individual resource that is charged out at $50.00 per hour
VCR,Video Cassette Recorders,10,1
A pooled resource of 10 VCR's that any general user can book
Incorrect resource source records
,VCR,Video Casset Recorders,10,1
Reason: First comma has displaced all the fields
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