Importing Records

SpeedBase supports importing data from CSV files or MS Excel worksheets. You may use importing functionality both for creating or updating existing records.

About CSV Files

CSV files (comma delimited files) are simple text files. This file type is the most commonly supported type used to transfer data from various types of database software. So if you are already using any other database software, online database service or spreadsheet software, they will most probably allow you to export your data in this file format. Remember to use either "Save As.." or "Export" command to save/export your data in CSV format.

A typical CSV file contains consecutive field (column) data delimited with comma or TAB character. Each line corresponds to an individual record and the first line is dedicated to field headers. So it is possible to write a CSV file using Notepad only.

About XLS Files

You may save your data from MS Excel program or any other spreadsheet software which supports saving files in XLS format. (Remember to use either "Save As.." or "Export" function of your program and save your file as "XLS" or "MS Excel 97-2003" file.)

Key Points to Remember

How to Import Data to Create New Records?

How to Import Data to Update Existing Records?

In some cases you may need to export existing data, process the records outside SpeedBase and then import it back to your SpeedBase database. If you plan to import the data back, do not forget to include the ID field when exporting the records so it can be used as the key field to find the correct record to update.

Importing Fields of Type Relationship

It is possible to import fields of type N to 1 Relationship.

Example: If you are importing into the customer catalog which contains a relationship field with company catalog (i.e. a single company name is displayed for each customer), you may include the company name in the worksheet for that field. For each customer record, SpeedBase will search for the company name in database and matches with the customer record imported if it is found.

Advanced Import Options

For the previous example; if the company name included with customer records does not exist in SpeedBase database, you may force SpeedBase to create a new company record during import. Check the "Auto create new record if cross referenced field does not exist" checkbox for this.

For the previous example; you could also include the ID of the company as displayed in SpeedBase for "company" catalog instead of the company name. In this case check "Treat cross referenced fields as ID keys" checkbox. In order for this option to work, your source data should contain the valid ID numbers of each company under the name column instead of actual name.

Caution! Do not check any of these checkboxes unless you fully understand their functionality. Otherwise you may end up with some incorrect data imported to your database.

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