1.8 Importing Your Data

Related Articles 2.13 Importing Data 1.0 Searchable Table of Contents - By Topic

Importing your Data can be done using the Data Import tool found in the Management tool in the Upper left hand corner of Tradepoint.

Tradepoint currently supports Data Imports in over 15 different file types including:

• ACT 2006 or later
• Australia Post Shipments
• CWR Electronics Data - Imports Product Data from CWR in XML file format.
• Tradepoint Email Backup - Imports a backup file previuosly exported from Tradepoint. This must be done signed in as the user who originally created the email backup.
• FoxPro/dBase (DBF)
• Geolocation Data - Import's Tradepoint, Inc.'s free geolocation data for automatic lookup of addresses by zip.postal code, city, state, and latitude and logitude.
• Goldmine 4.0 or later - Imports all Goldmine contacts, calls, history, notes and linked files.
• Microsoft Access - Imports data from a MS Access table or data view.
• Microsoft Business Contact Manager - Imports all of your information, emails, call logs and notes from Microsoft Business Contact Manager.
• Microsoft Excel - Imports data from a Microsoft Excel spreadsheet.
• Microsoft Outlook Email - Supports importing from Outlook email including folder structure and contacts into Tradepoint. This import can be run multiple times within different profiles.
• Microsoft SQL Server - Imports data from Microsoft SQL files in a table or data view.
• ODBC Data Source - Imports data from ODBC data sources.
• Oracle (Experimental) - Imports data from an Oracle Datasource in a table or data view.
• Order Import - Allows order history to be imported from a microsoft Excel spreadsheet format.
• P and G Order Import - Proctor and Gamble Import tool for orders in an XML format
• Peachtree 2005 or later - imports summary data from Peachtree including accounts balances, customers, vendors and chart of accounts. No G/L data imported.
• Quickbooks IIF Files - Imports Quickbooks IIF files into Tradepoint.
• Text Files - Imports data in a Text file or comma separated format.

The wizard built into the Data Import tool will walk you through the steps to Import your Data with each different file type you are able to Import. Prepare your Data file before you attempt to Import it. A few tips of how to look out for in preparing your data includes:

• leave no spaces between Rows or Columns of data
• clearly label header fields
• do any clean up for your data ahead of time(spelling errors, formatting, etc.)

We do caution clients who may not have a fulltime IT professional assisting with  their IT structure or who manages their corporate information simply because sometimes data may contain corrupt files or may not Import as cleanly as originally thought. We recommend you consult with your IT professional or one of ours before you Import your Data into Tradepoint.

Note: Proprietary data files (example: XLS) must be read from their source application (example: Microsoft Excel) in order to be imported into Tradepoint.  This means the computer doing the importing must have the source application installed.