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All content with label import.
Related Labels:
custom, importing, systemadministrator, tables, consultant, excel, developer, references, ascii, data, troubleshooting, migration, odbc, v130, interactions, vlookup, connections, outlook, knownissues
What if my Excel spreadsheet has multiple but inconsistent addresses?
(Documentation for Metrix Developers and Consultants)
Sometimes it is easier to work with data in Access, where you can sort and group data more easily (and more reliably) than in a spreadsheet. At least this is said from the standpoint of a person who had more experience manipulating table data in Access ...
Other labels:
excel
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Importing Interactions for an Existing Interaction Definition
(Documentation for Metrix Users and Administrators)
Background information It is possible to import interactions into Metrix for existing interaction definitions such as "Payment." Please note that this process presumes the following: # You are a Metrix admin or are logging in as the system administrator (sa). # You are familiar with the Metrix import process. If not, we recommend you ...
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Importing Data from Outlook - Tips and Tricks
(Documentation for Metrix Developers and Consultants)
Exporting Outlook Data to Metrix Migrating data from an Outlook data presents some interesting challenges because of the very "flat file" nature of the Outlook data set. This is particularly true when Outlook has been used as the primary ...
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outlook
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Using Excel VLOOKUP to Update ID Values
(Documentation for Metrix Developers and Consultants)
VLOOKUP is an Excel function that allows you to update the values in one column based on the values in another. For example, if you are working with a spreadsheet that has old ID numbers for contacts, and you wish to update the old ID numbers to the new Metrix ...
Other labels:
vlookup
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How to Manually Import Payments Data
(Documentation for Metrix Developers and Consultants)
Whenever you are manually importing data, always make backups as you are at risk of causing serious damage to your database when doing this type of procedure. That said, you will first want to create a temporary Access database (TempImport.mdb) to which you ...
Other labels:
odbc
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Importing Custom Tables into Metrix
(Documentation for Metrix Developers and Consultants)
TOC: #Import Custom Data Using the Developer Module #Importing Custom Table with No Existing Data #Migrate Custom Data to Interactsql.adp #Setting up Interactions in Metrix Importing Custom Tables into Metrix See also: About Interactions Docs:About ...
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custom, consultant, developer, systemadministrator, tables
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Preparing Custom Tables for Importing Interactions
(Documentation for Metrix Developers and Consultants)
TOC: #Preparing Data Tables #Matching and Updating Temporary ID Fields #Replacing the Temporary ID Codes Preparing Custom Tables for Importing Interactions See also: About Interactions Docs:About Interactions Building Complex Custom Interactions with Existing ...
Other labels:
interactions, custom, consultant, developer, systemadministrator, tables
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Importing Custom Data
(Documentation for Metrix Developers and Consultants)
Importing Custom Table Data for Interactions See also: About User Roles Docs:About User Roles Data Migration Process Importing Custom Tables into Metrix Introduction to Data Migration Planning Custom Interactions Preparing Custom Tables ...
Other labels:
importing, custom
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Importing Standard Data
(Documentation for Metrix Developers and Consultants)
TOC: #Importing Standard Data #Importing Data into the Metrix Preview Area #About Saved Mappings #Understanding Import Errors Importing Standard Data See also: About User Roles Docs:About User Roles Data Migration Process ...
Other labels:
importing
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Introduction to Data Migration
(Documentation for Metrix Developers and Consultants)
Introduction to Data Migration See also: About User Roles Docs:About User Roles Data Migration Process Importing Custom Data Importing Custom Tables into Metrix Importing Standard Data Preparing Data for Import Data migration ...
Other labels:
importing
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