Typical import
As we have seen, there are two types of import: Typical and Custom. When Typical is selected on the Import Type screen of the Import Wizard, data is imported using the following default 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.
- 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.
- 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).
On the Import Type screen, click Next to continue.
Tip: Until the import commences by clicking Start on the Settings screen, you can return to a previous screen by clicking Back or cancel the import by clicking Close.
The Import Wizard leads you through the import, starting with the Import Identifier screen: