Running the Import

<< Click to Display Table of Contents >>

Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > QuoteWerks Contact Database > Importing Contact Information into the QuoteWerks Contact Database > Using the Contact Import Wizard >

Running the Import

Importing contact into the database requires exclusive use of the access database or SQL contacts table, so no other users can be running QuoteWerks when you are running the import. Click on the [Start Import] button, and QuoteWerks will begin importing the contacts. QuoteWerks performs the import in 3 stages; deleting the records, importing the new ones, and finally compacting the database (access only). After the import has completed, you will be asked if you would like to view the import log for errors. We recommend that you view the log. In the log, the start time, number of records processed, errors encountered, and the stop time will be listed.

Note:When the import process is running there is a gauge that displays the progress. While the import is deleting and compacting, the gauge will appear to be frozen. This is a normal part of the operation, so do not mistake it for QuoteWerks freezing up. When an application is performing disk intensive operations, the requests to redraw the window are postponed which is why the gauge is not updated.
Note:(Access Only): Before the import process begins, QuoteWerks makes a backup copy of your access database with the same base name followed by a numerical sequence for the extension. (Example: CONTACTS.B01). QuoteWerks increments this sequence each time you do an import, so the backup file most recently created has the highest numerical sequence. If during the compacting an error occurs, you can retrieve your access database by renaming the CONTACTS.B01 file to CONTACTS.MDB.
Note:Any errors or bad records encountered during the import will be displayed in a .LOG file that has the same base name as the import template CIT file used to perform the import (i.e. MYCONTACTS.LOG for the corresponding MYCONTACTS.CIT file).