Prepare your Excel file
To make the import process run smoothly and allow for fast auto-mapping, see Map Fields for Import.
Import your Excel file
On the Import & Export window, click Import Excel Data.
The Import Excel File window appears.
Under Upload File, select the table that you want to import into.
Click Upload File.
A popup window will appear. Either drag the xls file onto the window or click Choose File to open a browser window to find the file.
Example of xls file:
Auctria will display the data in your xls file on the Import Excel File window.
You can allow Auctria to Auto-map the columns and then adjust individual columns as necessary, or you can manually map each column header.
Allow Inserts and Allow Modifications
The Allow Inserts and Allow Modifications checkboxes tell the system what to do if it finds a record in the Excel file that you're uploading that already exists or does not already exist.
When importing records into a table, the program will attempt to line up existing records with the rows in the Excel file. It does this by matching the key/primary field in the table with each row. These fields are:
- Item: Item#
- Bidder: Bidder#
- Donor: Name
- Item Category: Name
If you are importing item records, and you have a row with the value of 123 in a column you mapped to Item#, and if there is already a record with the Item# 123, then the program will match these two up.
If the Allow Modifications checkbox is checked, the values of the other Excel fields will be written into the existing item. If you don't have this option checked, then no action will be taken for a matching record.
If the Allow Inserts checkbox is checked and Item# 123 does not already exist, it will be added.
Run a Test Import
It's a good idea to run a test import first by clicking Perform Test Import.
Check the test import results and if changes are necessary, click Back to Import.
If the test import looks good, click Perform Import.
When the import is done, a results summary of the import will appear.