Step 16: Return to the open Import Wizard window. Step 15: After all of the property and contact data has been pasted into the new spreadsheet, Save the changes and Close Excel completely. Step 14: Continue to copy the data from the original data file and pasting it into the appropriate columns in the new data file created by the Easy Import Wizard. Step 13: Alternatively, you could right click on the receiving cell then select Paste. This will paste the contents of the clipboard in that column starting at the selected cell. With the receiving cell selected, press and hold the Ctrl key while pressing the V key. Step 12: In the spreadsheet created by the Easy Import Wizard, find the equivalent field name (in this case, it is Owner Company) and select the cell immediately below the name. In our example we will select the Company field. This will copy the selected data to your clipboard. Select the first column of data (be mindful not to copy the field header), hold down the Ctrl key and press the C key. Step 11: In the following example we will import Property and Owner Contact information. Step 10: If you are only importing Contact data, don’t forget to clear the contents from Cell A2 and start pasting your data in the columns for contact data. Valid types include: Apartment, Office, Industrial, Retail, Land, Storage, Hotel, Casino, Condo, Mobile Home and Single-Family. Use Excel’s Find and Replace functions to change invalid types. Only those properties that have valid Property Types will import correctly. It is extremely important that you have the correct Property Type listed for each property being imported. Step 9: If you are importing Property data, start pasting your data in the cell marked “Enter Data Here”. The new Excel file you just created in Step 6 and the data file you wish to pull data from will now both be open. Step 8: Open the spreadsheet that contains the data you wish to import into the program. Select Yes ONLY if you are sure you want to ERASE the original file and replace it with a new file with the same name. Step 7: If you selected a file name that already exists you will get a message similar to this screenshot. Step 6: Click the Create Excel File button to create the new spreadsheet. Step 5: Enter a name for the spreadsheet that you will paste your data into. If your spreadsheet contains strictly contact data, select the Contacts Only radio button. If you want to import property data, select the Properties and Contacts radio button. Step 4: From the Import Wizard Screen select the type of data that you wish to import. Step 3: Click the Easy Import Wizard button to start the Import Wizard.

If you happen to adulterate your current database with your newly imported data, you will be very thankful that you took the time to backup.ī) Read the Notice and, if you agree to the terms contained therein, select the “Agree to only import data that I am properly licensed to import or that I own” radio button.Ĭ) Confirm your agreement to the terms in the Notice by typing Yes in the box provided. Step 2: From the Import Agreement window.Ī) Click the Backup Now button to make a backup of your current database.

Step 1: From the File menu, select the Import/Export… option and Import… option. There is always a chance that you will corrupt your original database with any new data import, in which case, you will be thankful that you took the time to back up. Warning: Always backup your original database before you attempt to import any new data into it. After all of the data has been pasted into the newly created spreadsheet, the Easy Import Wizard will automatically bring the data into the program. The Easy Import Wizard works by copying data from one Excel spreadsheet and pasting that data into the correct columns in another Excel spreadsheet template that is created by the Easy Import Wizard. This document will walk you through the steps needed to use the Easy Import Wizard in order to easily import data into the program without complicated field mapping.

Paste wizard excel