OrgPlus 7 User Guide

Importing and Exporting Data
CHAPTER 9
Defining Data Settings
This procedure enables you to sequence through each source field and determine
which fields should be imported. You can also define the properties associated with
each field.
All fields from the source can be imported. The Source Field drop-down list includes
all the fields defined in the source file.
➣ To specify the kind and type of data that is in each field
1 Optionally you can use the Merge Fields button to combine fields (such as first
and last name). See Merge Fields on page 9-27.
2 Select each source field in turn from the Source Field drop-down list and define
its settings:
• If you do not want to import a field, you can omit it by selecting Exclude
Field. You can include all fields by selecting the Include All button.
• Use Field Name to rename any field.
• Use the Field Type drop-down list to select the field's type (Text, Date,
Picture or Number).
• If the Field Type selection is Text or Number, you can further define the
field type using the Field Category drop-down list.
• Select Hyperlinked if the field contains a hyperlink (such as an email
address or a URL).
Importing Data 9-19