Pattern text fields Pattern text with multiple parts and separator charactersEnter the pattern without separators.Example: for the pattern (555) 333-4444, enter 5553334444 Pattern text with leading zeroesIf the pattern is numeric and the spreadsheet data is shorter than the number of digits in the pattern, the importer will insert leading zeroes.Example: With a 4-digit pattern … Read more

Form Reference The referenced form must be filed first, or already exist in the Formever database.

Description Fields If the field is defined as upper case, any lower case letters in the spreadsheet data will be converted to upper case.

Note Fields To force a line feed in the text use n.

Form Code Fields Multi-part codesFor a multi-part form code, do not enter the hyphens.Example: For the code BR-123, the spreadsheet data should be BR123. Codes with entity partsThe entity file being referenced must come first in the import file or already exist in the database. Sequential form codesA form code consisting of one sequential part … Read more

The importer simulates manual data entry, so all of the same restrictions found on data forms apply: Required fields must be entered. If a field is optional it can be left blank. Data cannot exceed the maximum number of characters for the field. Data cannot be imported into “Data entry not allowed” fields. Names of … Read more

Format The spreadsheet must be saved as a .csv file (comma separated values). Columns Blank columns will create an error. Multiple form types When importing data into multiple form types, all the fields commands in the spreadsheet must precede any of the data lines. If a form you are importing is referenced by another form … Read more

Fields to fill at the top level of the form Fields to fill on the detail lines Data for the top level of the first Products form Data for the detail lines on the first Products form. It is immediately followed by the data for the next form. This is the form filled by the importer … Read more

Create a spreadsheet with your data (see below) and save it in .csv (comma separated values) format. In Formever, switch to Form Design Mode*. Double click the Importer to open, press “IMPORT DATA” and choose your spreadsheet file. The Importer checks the spreadsheet for errors. It then creates a restore point. The Importer creates and … Read more

The Formever importer is used to bring in external data via a spreadsheet file and adding it to your system. It does this  in a somewhat unique way. Acting a bit like a “robot” the importer  simulates manual data entry and follows all the data entry conventions of your form designs. The Importer creates the … Read more