Home / Equipment Tool Tracking Software / Handy Equipment/Tool Manager / Tutorials: Import data from Excel using copy/paste command, and field names?

Help, how to topics > Import inventory data from excel spreadsheet, simple way.

This topic explains:

This topic explains how quickly you can transfer your data from your spread sheet into our equipment tracking application using copy/paste procedure.

The same technique you can use when you move your borrowers data.

If you want the program to generate unique barcode numbers, do not import barcode values into the program's BARCODE field. This applies to inventory items as well as borrowers.

Open your data in Excel.

At the top of your excel table add one row and enter data field names that are used in our program. Field names define data mapping.

Check data field names and data format that you can use.

In this case the following names were entered into the corresponding columns: ITEM_NAME, BARCODE, CATEGORY, MANUFACTURER, MODEL, MODELNR, STATUS, PURCHASED, COST.

Use Ctrl-A shortcut to select the data area of your table (the cursor should be placed in any area of your table).

Click with the right mouse button on the selected table to open a popup menu, click Copy.

Open Windows Notepad software. Click with the right mouse button to open popup menu and click Paste.

Your table in the text form (text file tab delimited) is displayed in the Notepad.

On the File menu click Save.

Select a folder, enter a name for your text file, and save the file.

Open Handy Equipment-Tool Manager, click Add Inventory Items.

On the Add Items tab click Add Items From Text File.

  • Click Select.
  • Select the text file that you created.
  • Content of the selected file is displayed in the Text File Contents box. Review it.
  • Click Next.

  • Under Fields Separated By select TABs (1).
  • Under Fields Delimited By select Nothing (2).
  • In the Import Fields section check First Line Contains Field Names (3).
  • Click Preview On Screen (4), verify 3 imported records.
  • Click Next.

Click Start Import.

Verify the number of imported records. Click Close.

New items are added into the INVENTORY_NEW table.

Review data, add missing information, and move to your INVENTORY main catalog..

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