Navigation:  Step-By-Step Importing > Input Data Sources

Clicking on the Data Source button will provide the available file types that can used in ContactGenie DataPort as an input Data Source.

 

Availability of Access'2007 and Excel '2007 file types will depend strictly on whether or not the appropriate system file drivers are found (installed automatically if using Office '2007 but would otherwise require manual installation). CG programs do not install any file based components of any kind.

 

 

 

 

 

 

Text Files

 

If a custom delimited file is selected, it will be necessary to first provide the custom delimiter character(s) - CDP supports a 1 or 2 character delimiter.

 

 

The default text qualifier character used to parse fields in a text file is a double-quote < " > which will also work if the fields are not qualified.

 

A field delimiter character must be used to properly extract field information that contains an end-of-line character (i.e. a multi-line street address field).

 

If the text qualifier character used is not a double quote, it can be changed and the file will be retrieved again in an attempt to correctly parse the field information.

 

 

 

Excel & Access

 

If only one table/worksheet is contained in the selected file, it will automatically used by default as the input data source. If more than one table/worksheet is found, a specific table/worksheet must be selected:

 

 

 

The initial selection can be changed at any time by making another selection via the Table/Worksheet drop down box.

 

 

 

Microsoft SQL

 

 

Notes: