Handy Equipment Tool Manager, tutorial: importing data, new tables

Handy Equipment/Tool Management Software for Windows

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Help, how to topics > Add Data, Import > Importing items, borrowers data

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Add Data, Import
-  import, 1
-  import, 2
-  move new items
-  move status
->  import, new tables
-  import, free service
-  import, more

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:

How to import data from text/spreadsheet files?

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

BARCODE data field: 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
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	-

Home / Equipment Tool Tracking Software / Handy Equipment/Tool Manager / Tutorials: importing data

We offer Handy Library Manager application for libraries that includes the same import functionality. In addition, you can find more how-to and sample topics in the Handy Library-Import-Auto-Cataloging help section.

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