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2.13 Importing Data


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Tradepoint makes importing old contact, accounting or any data easy.  It is important that you import your data after you have setup at least a skeletal business process for your business, otherwise Tradepoint will not know what type of category or status to import the new information to. 


To import data to Tradepoint please click the Tradepoint icon in the upper left corner.  A drop down menu will open including an Import Data icon. 



A wizard will load that walks you through what type of data you would like to import and where you would like to put that information into Tradepoint.  Depending on the import Tradepoint may ask you to "map" your old data fields into your newTradepoint system.


Tradepoint can Import over a dozen types of data including:

  • Act 2006 or Later
  • Tradepoint Email Backup
  • Fox Pro/dBase (DBF)
  • Goldmine 4.0 or Later
  • MS Access
  • MS Excell
  • MS Outlook Email
  • MS SQL Server
  • ODBC Data Source
  • Oracle (Experimental)
  • Peachtree
  • Quickbook Lists
  • Text Files

If you do not see a specific data type mentioned in the "Import Data" list, you have nothing to worry about.  Tradepoint will most likely be able to import the data already.  Most applications allow export to "comma delimited" "tab delimited" or even Access and Excel files.  Tradepoint can import data from any of these file formats an bring validated information directly into the software.  If for some reason the old software application you used to use does not allow any of these export types, our development teams have most likely already crated a plug in that can import your specific data.  Contact us and we will be more than happy to provide what you need to import your existing data directly into Tradepoint Software.


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