• Open your equipment spreadsheet in Excel.
• Review your inventory data.

• At the top of your excel table add one row and enter data field names that are used in Handy Equipment. Field names define data mapping.
• You will have to enter the same field names that are used by our program. Review data field names. Use copy/paste to avoid mistakes.

• In this case the following names were entered into the corresponding columns: ITEM_NAME, CATEGORY, MANUFACTURER, MODEL, COST, BARCODE.
• Columns without a field name will not be imported.
• Columns with field names that are not identical to those in the HANDY Equipment/Tool Manager will not be imported.

Important: When you import data from another file, there is only one requirement. The file has to include the item name (ITEM_NAME) value and this value cannot be empty.

• The cursor should be placed in any area of your table.
• Use Ctrl-A shortcut to select the data 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.
• In the Notepad, on the File menu click Save. Select a folder, enter a name for your equipment/tool text file, and save the file (remember the folder and the file name).

• 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, 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 and add missing information.
• Select All Items and click Move Items.