Angel Vazquez
10-06-2009, 03:38 PM
Most competing software packages will offer the capability of exporting your data into a .CSV file (Comma Separated Value) file. Resaleworld.com is now providing two utilities for importing your client and inventory data that may have been exported into a .CSV file.
Client Import Utility - This utility can import accounts from other programs/databases. As long as the data is in .CSV (Comma-Separated) format, our utility can import accounts into a Liberty database.
Your .CSV file must be formatted in the following order:
Account #, First Name, Last Name, Address1, Address2, City, State, Zip Code, Phone #, Email Address
The following link contains a sample of how your .CSV file should be formatted.
http://www.rswpartner.com/download/samples/Client.csv
Click on the following link to download the Client Import utility. http://rswpartner.com/download/exes/ClientImportUtil.exeonce the file has completed downloading double click on the following icon to launch.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport.png">
The following screen will appear. Be sure to click on the Run button as shown.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_001.png">
The next screen will prompt you to browse for the .CSV file that contains your data.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_002.png">
You can now browse for your .CSV file. Once you have located your file you must click the Open button.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_004.png">
You will have the option to choose to view a preview. Once you click on the preview button a brief description will appear. This can be used to validate the data to ensure the proper formatting has been used.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_005.png">
Note: Please review the two check box options as well if your .CSV file contains a header row or if the first and last name are contained within the same column.
Click the Import button to continue. A prompt will appear with a message that reads Please Wait. You will then be prompted for your Liberty user name and password.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_006.png">
Once the import has completed you will then receive a response notifying you of how many record have exported successfully.
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You can now use the Item Import Utility. Click on the following link to download. http://rswpartner.com/download/exes/ItemImportUtil.exe
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_007.png">
This utility can be used to import items from a .CSV file, into accounts that already exist within a Liberty database.
Your .CSV file must be formatted in the following order:
Account #, Item #, Date Received, Category, Description, Price, Cost, Price Code, User Field, Quantity
The following link contains a sample of how your .CSV file should be formatted.
http://www.rswpartner.com/download/samples/Item.csv
To import items please repeat the same steps as described for using the Client Import utility.
Client Import Utility - This utility can import accounts from other programs/databases. As long as the data is in .CSV (Comma-Separated) format, our utility can import accounts into a Liberty database.
Your .CSV file must be formatted in the following order:
Account #, First Name, Last Name, Address1, Address2, City, State, Zip Code, Phone #, Email Address
The following link contains a sample of how your .CSV file should be formatted.
http://www.rswpartner.com/download/samples/Client.csv
Click on the following link to download the Client Import utility. http://rswpartner.com/download/exes/ClientImportUtil.exeonce the file has completed downloading double click on the following icon to launch.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport.png">
The following screen will appear. Be sure to click on the Run button as shown.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_001.png">
The next screen will prompt you to browse for the .CSV file that contains your data.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_002.png">
You can now browse for your .CSV file. Once you have located your file you must click the Open button.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_004.png">
You will have the option to choose to view a preview. Once you click on the preview button a brief description will appear. This can be used to validate the data to ensure the proper formatting has been used.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_005.png">
Note: Please review the two check box options as well if your .CSV file contains a header row or if the first and last name are contained within the same column.
Click the Import button to continue. A prompt will appear with a message that reads Please Wait. You will then be prompted for your Liberty user name and password.
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_006.png">
Once the import has completed you will then receive a response notifying you of how many record have exported successfully.
--------------------------------------------------------------------------
You can now use the Item Import Utility. Click on the following link to download. http://rswpartner.com/download/exes/ItemImportUtil.exe
<img src="http://resaleworld.com/videos/angel/MB_Images/clientimport_007.png">
This utility can be used to import items from a .CSV file, into accounts that already exist within a Liberty database.
Your .CSV file must be formatted in the following order:
Account #, Item #, Date Received, Category, Description, Price, Cost, Price Code, User Field, Quantity
The following link contains a sample of how your .CSV file should be formatted.
http://www.rswpartner.com/download/samples/Item.csv
To import items please repeat the same steps as described for using the Client Import utility.