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Organizer Deluxe & Organizer Pro Help Center

Question/Topic: Import library records from another application (Excel).

With our Library solutions you can import data from a delimited text file (valid delimiters and separators: tab, comma, semicolon, quotes, ...)

1. Excel, create text file (tab delimited)

  • Start Excel and load your worksheet file you want to save for import into our program.
  • On the File menu, Click Save As.
  • In the File name box, type a name for your file.
  • In the Save as type box, click Text (tab delimited).
  • Important: Remember a folder where the text file was saved.
  • Click Save.

Check sample screen snapshots, listed after text instructions.

2. Our Library software

  • Start our Library software and open Library or WorkingItems database to import the new records.
  • !! We suggest to use WorkingItems database, you will be able to review all your records, enter missing data, and then move all your records to the main library database: WorkingItems database How To.
  • On the Advanced menu, click Import.
  • In the Import Source window select Text File and click OK.
  • In the Import Options window select data fields that are in your text file.
    1. only select the fields that are in your text file.
    2. selected fields have to be in the same order as they are in your text file.
  • Click Preview On Screen.
  • Select your text file in the Enter/Select Import File window and click Open.
  • Check the import for the first 3 records in the Import Preview.
  • Click Do Import to import all records. Select your text file in the Enter/Select Import File window and click Open.
  • Review imported record.

sample book spreadsheet file in Microsoft Excel:

library table in spreadsheet format

text file (tab delimited):

text file tab delimited, sample

library software, import window, data fields selected:

library import window

important, review your setting:

text file and import window, check your settings

library import, preview window:

library import, preview window

Common problems:

  • Excel, export to a text file (tab delimited): If a cell(data field) contains a comma, the cell(data field) contents are enclosed in double quotation marks. Solution:
    Do export/import and then use search/replace in our software to remove all quotation marks.
  • Other database applications: some applications allow to include tab(s) inside your data (delimiter collision: records will not be exported/imported correctly).
    1. create a text file with a different field delimiter (~, @, $, %), select delimiter that does not appear in your data.
    2. remove tabs from your original data (do search/replace).
  • Exported records do not display correctly: on the Advanced menu, click Maintenance. In the Maintenance window click Delete All Records.

Related software (Read/Download) :
Small Library Software

Related Topics ...

Related software (Read/Download) :
Small Library Software

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