Help, how to topics > Importing items, borrowers data


This topic explains:

  • Which data fields you can use when importing data?
  • What is the format of data fields used in new tables?

Moving data into our system:

INVENTORY_NEW table

Use this table in the following situations: import data from excel/text files. If something goes wrong use Miscellaneous /Delete All Items command. If all data is entered and verified move it to main inventory catalogue.

BORROWERS_NEW table

Use this table in the following situations: import data from excel/text files. If something goes wrong use Miscellaneous/Delete All Items command.

Review tables below

  • use only data fields with YES status, other data fields are reserved by the program
  • verify data formats (DATE, NUMBER, TEXT are allowed)
  • set you barcode format before you transfer data to our program (check in/out options)

DATE : date should be in your Window's short date format, example MM/DD/YYYY (01/22/2017):

NUMBER : number data should be in the following form: 12.22, 12, 2.02

TEXT : text data is used by all other data fields that are not DATE or NUMBER type

*B : if you don't import barcode numbers the program will create them automatically when data from the INVENTORY_NEW table is moved to INVENTORY main table, the same will happen with BORROWERS_NEW and BORROWERS main tables. New barocde numbers will be created according to the setup in the Options/Check In-Out/Barcode Options.


INVENTORY_NEW table:

field name

import allowed

ID -
DATE_ADDED -
ITEM_NAME YES
TYPE YES
CATEGORY YES
STORAGE YES
MANUFACTURER YES
MODEL YES
MODELNR YES
DESCRIPTION YES
SUPPLIER YES
CONTACT YES
NOTES YES
IMAGE YES
USER1 YES
USER2 YES
USER3 YES
USER4 YES
USER5 YES
USER6 YES number
USER7 YES date
BARCODE YES
ITEM_NOTES YES
LOCATION YES
SERIAL YES
COST YES
PURCHASED YES date
STATUS YES
CONDITION YES
PRINT -

BORROWERS_NEW table:

field name

import allowed

DATE_ADDED -
ID -
NAME YES
BARCODE YES *b
TYPE YES
STATUS -
EXPIRY YES date
JOB_PROJECT YES
ADDRESS1 YES
ADDRESS2 YES
CITY YES
STATE YES
ZIP YES
PHONE YES
CELL YES
SENDTXTMSG -
EMAIL YES
SENDEMAILS -
COMMENTS YES
NOTES YES
PICTURE YES
LASTEMAIL -
LASTTXTMSG -
CUSTOM1 YES
CUSTOM2 YES
CUSTOM3 YES
CUSTOM4 YES
CUSTOM5 YES date
CUSTOM6 YES date
CUSTOM7 YES number
CUSTOM8 YES number
CUSTOM9 YES
PRINT -

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