Corporate Edition Only
ResSched allows you to import data about clients and resources from outside the program. Only system administrators can access this function using File>Import Data. Your source files must be named IMPORTCLIENT.CSV and IMPORTRESOURCE.CSV, and be located in your server folder, (C:\ClarionDataServer by default).
The import function loops through the source file adding the information for each record where the client or resource is not already in ResSched. If a client or resource already exists by that unique name, the import function replaces the existing ResSched record with the one in the source file. The import function does not delete records. You can delete resource or client records ResSched using the appropriate ResSched functions.
Strict conditions apply to importing data:
There must be no other users using ResSched at the time.
You should do a backup before importing data.
The source file is comma delimited ASCII and can be either .txt or .csv.
Empty fields must still have a comma to mark their place if any of the fields that come afterwards contain data. If not, they can be left off altogether.
If a field's content has a comma in it, the entire field must be placed within double quotes.
Each record in the source file must be on one line.
Carriage returns and line feeds can not be included in any field
The fields in the source records must follow a precise order.
The order and attributes of the fields for the Client record are:
For the Resource records:
Here are some examples of correct and incorrect import source records:
Correct client source records
ABC Company,"Smith,Bill",(123) 456 7890,(123) 456 0987,Bill.Smith@ABCco.com
ABC Company,Bill Smith,(123) 456 7890,,Bill.Smith@ABCco.com
Incorrect client source records
ABC Company,Smith,Bill,(123) 456 7890
Reason: Contact field has comma but field not in quotes
ABC Company,"Smith,Bill",(123) 456 7890,Bill.Smith@ABCco.com
Reason: Missing Other field between phone and e-mail
Correct resource source records
S CEDAR RM,,,,50.00,0
This is an individual resource that is charged out at $50.00 per hour
A pooled resource of 10 folding tables that any general user can book
Incorrect resource source records
Reason: First comma has displaced all the fields