Generic Text Import Wizard

Select File -> Import -> Generic ASCII from the menu.

 

This will start the Generic Text Import Wizard.

 

 

You have the option of creating a new import or loading an existing import. At the end of this process you will able to save all of your import settings to a file to use again later.

 

If you choose to load an existing file you simply select it in the dropdown list of available import files and click the 'Load Saved Import' button. The last file that you have imported will prefill the 'File to Import' text box. If you choose to import a different file, you can click the 'Browse' button to the right of the textbox to locate the file that you would like to import. You can then simply click the 'Finish' button and the import will run with the settings saved in the file that you have selected.

 

If you choose to create  a new import you will need to click the 'Browse' button to select the file that you would like to import. Click 'Next'

 

Choose Format

 

You have 2 choices for the format of the file:

Make your selection and click 'Next'

 

Enter Batch Information

 

Batch information is required for the data being imported. It can be obtained in 3 ways:

  1. The data can be imported as one batch with the user putting the batch information in the textboxes provided.

  2. The batch information can be mapped to fields in the file being imported.

  3. The batch information can be parsed from the image filename field. This is used to import data in the 'Quickive' format.

Fixed Width Settings

 

If you chose Fixed Width for your file, you will have to define the Start Position and length of each field.

Delimiter and Field Mapping options

 

If you chose the delimiter option on the second screen, you will need to set the options for the delimited file.

Field Delimiter ( disabled if you chose Fixed length)
Choose the delimiter from the dropdown list or type the delimiter in, if it is not in the list. When you choose the delimiter, the file will be reparsed and loaded into the grid. You can check the grid to make sure that the data is parsed properly.
Text Delimiter ( disabled if you chose Fixed length)

Text fields can additionally be delimited with another character. Choose the character from the dropdown or type it in.

Date Format

Choose the format for date fields in your file.

Skip Header Rows

If your file has header information, enter the number of rows to skip to get to the data. Click the reload grid button to reparse the file skipping the header information.

Mapping data fields

At this point you will need to map the fields in the file to fields in the EZ-Scan database.

You do this by highlighting the field in the grid, and selecting the field in the 'Available Fields' drop down that you would like to map it to. The column heading will change to the field name in the EZ-Scan database that it is mapped to. You do not have to map all the fields in the file. If you do not map them, they will not be imported.

 

Save your settings

 

If this will be a frequently used import, give it a name and save the format. Make sure to click the 'Save' button.  Then click finish to import the file.

 

You will receive a confirmation screen when the import is completed.