Import Text Files

Use the Data Import utility to import text files from outside sources into Ajera CRM.

Follow these guidelines:

• Ajera CRM only allows delimited layouts when you import text fields. Fixed layouts are not allowed.
• You must have the proper security access to access or import certain tables.

To import text files:

1. From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > Data Import.
2. In the Table Description field on the Import Utility form, select a table type.

   By default, this field lists only data entry type tables. However, if you have the proper security access, you can also access other types of tables. To do this, hold down CTRL + SHIFT and click on the screen. Ajera CRM displays a Password dialog box. Enter your valid password and click OK.

3. In the From field, select Text File.
4. In the Input Table Name field, specify the name of the temporary table that stores the validated or error records before they are imported to the final destination in Ajera CRM.

   Ensure that the table name does not have spaces or punctuation.

5. Complete the fields on the Main tab.
6. Complete the fields on the Text File Fields Mapping tab. This tab is available only if you set the From field to Text File. You can save the settings on this form, so that you can apply them the next time you load a file of the same data type. (You can change the saved settings.)
   • Use the Up, Down, Top, and Bottom buttons to re-order the fields so that the field order matches the order of the fields in your text files.
   • Use the Moved Included Items Up button to move all selected fields to the top of the list of fields.
7. Click Validate.
8. On the Import from a Text File dialog box, browse to the text file, ensure that the information is correct, and click OK. Ajera CRM verifies the source data and inserts both the valid and error records into the temporary table that you specified on the Main tab.
9. Correct any records that require correction and click Validate to re-validate them.
10. If no errors are found, complete one of these actions:
    • If you are importing entries that do not require batch names, on the Import Utility dialog box, click the Import button.
    • If you are importing data entry transactions that require a batch name, on the "Please specify the batch name to be used for this data entry import" dialog box, enter batch information, and then click the Import button.
    Ajera CRM verifies the source data and inserts the records into the final destination in Ajera CRM.