How to use the Import tool

In the module in which records are to be imported:

  1. Locate the import file by selecting Import on the Tools tab of the Ribbon.

    The Select File To Import (or similarly named) box will open allowing you to locate the file that contains the data to be imported.

  2. Select the import file and click Open.

    The opening screen of the Import Wizard displays with details about the file type and encoding:

    Import Wizard Confirm file type

    EMu will attempt to identify the file type and encoding used; in the unusual situation that there is ambiguity about the file type and / or encoding, the Type and Encoding drop lists will be enabled. In this case, select a value from the drop lists.

    Note: If the encoding used in the file is not supported by EMu, you will be unable to proceed with the import.
    The presence of a BOM (Byte Order Mark) in the file typically means that the encoding will be identified (as in the previous image).

  3. Click Next to continue.

    The Import Type screen opens:

    Import Type

    The default option is Typical. Accept this option to import data using the following default import settings:

    • Format and data validation is performed (see Validate Data screen for details).
    • If a record in the data file attaches to another record (see Attachments screen for details):
      • A search is performed of all existing records in the EMu database, which includes any records that have been created so far during the current import.

        Note: Records in the import data file are processed sequentially: if record 5 attaches to record 6, no attachment will be made during the import as record 6 has not been created when record 5 is processed.

      • If no match is found, a new record is added for the referenced record.
      • If one record is found, an attachment is made to that record.
      • If more than one match is found, the matching records are displayed so that the correct record can be selected manually.
    • All records are imported (see Records screen for details).
    • A minimal log is generated containing setup options, results and a list of errors if any occur (see Report screen for details).
  4. Accept the Typical option

    -OR-

    Select the Custom radio button to change the import settings.

  5. Click Next to continue.

Read on for details about a: