Import Tips

Perform small, practice imports before importing hundreds of records.

When you edit an import file using Excel to work with an import format, be sure you save the file. If you change an Excel file but don’t save it, the unsaved file will be the one that gets imported.

When testing an import file, copy a small portion of it (a few rows) to a new file. The test file will import faster, and you will be able to locate problems faster than if you import the entire file.

When testing a format, don’t use “Add to List” for importing fields with dropdown lists until you are certain the import format is importing that field properly. Otherwise, you may end up with bad entries in your library for that field that you will have to delete, one at a time.

The import file must be in a text format (comma or tab delimited); it cannot be an application-specific file. For example, do not import files in the traditional Excel “.xlsx” format. Select File-Save As, and choose “.csv” (comma delimited) or “.txt” (tab delimited) from the “Save as type” dropdown before importing. Choose “.txt” when importing data that already contains commas, such as a notes field containing text or a field such as “Last Name, First Name.”

All fields in the import file must also exist in Freezerworks prior to import.

Field lengths in the import file must be less than or equal to the destination field in Freezerworks.

Field types must match the destination field (alphanumeric (e.g., a b c & @ # + ) data will not import into a numeric field).

Date and time formats must be taken into account. Indicate these formats on the Import Fields tab of the Import format. Freezerworks will convert the dates and/or times into the system format if needed. The import file cannot contain multiple date and/or time formats. Convert all dates and times to one format before importing.