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Overview
Import Tools is a powerful applet that can be used to import data from external sources to InFocus. Please note: This is considered a part of the Advanced User Toolkit and should be used carefully as it writes directly to your InFocus database.
Key Concepts
| • | Best Practice - In that Import Tools writes directly to your InFocus database, it’s a best practice to run test imports in a Sandbox prior to running on production. |
| • | Microsoft.ACE.OLEDB - Import Tools leverage Microsoft data access technologies. In short, the architecture of the local workstation’s Microsoft Office products must match the architecture (32-bit vs 64-bit) of the local instance of Windows. More on this… |
| • | Permissions - Permissions to Import Tools is granted via Administration>Permissions. Please note, permissions to Import Tools circumvents permissions to the applets used for import. So, while a user may not have access to the Clients applet, they could Add and/or Update Client records via Import Tools. |
Additional Toolbar Options
Aside from the standard toolbar options this applet has the following options:
| • | File - Additional File options |
| o | Reset Import - Resets the import settings. |
| • | Script - Scripts the selected import. |
| • | Test Import - Runs a test of the import and displays the results on a pop-up. |
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