Importing data

1. On the Menu Bar, select Utilities.
2. From the list of options, select Part Import Wizard.
3. A window titled "Part Import Wizard" will appear. Follow the onscreen instructions.
   

Step 1.

Click Browse to open a Windows browser to locate the file you want to import. Once you have specified the file, click Open in the opened window. Now you must specify some options:

In what order do you want to import new categories?

• As presented in Excel file: This ranks the new categories in the order that they appear in the Excel file.
• Alphabetically: This ranks the new categories alphabetically, and disregards the order that they appear in the Excel file.
  

In what order do you want to import new parts?

• As presented in Excel file: This ranks the new parts in the order that they appear in the Excel file.
• Alphabetically: This ranks the new parts alphabetically, and disregards the order that they appear in the Excel file.
  

How do you want to import part data?

• Update prices only. Do not add any new parts: The PIW does not add any new parts to the database and therefore only updates the prices of parts that are already in the database. This will find matching Supplier Codes and only replace the part's unit cost and date of last update.
• Update prices and add new parts to database: PIW proceeds by adding the parts to the database that don't already exist and updating the prices of the parts already in the database by finding matching Supplier Codes and replacing the part's unit cost and date of last update.
• Overwrite all part data for duplicates and add new parts to database: PIW proceeds by adding parts to the database that don't already exist. With this option, when a duplicate part is encountered, ALL of the part data will be replaced by what is in the Excel file. Rather than just updating the price, it will replace all part data including part description, proposal texts, caption, etc…

Once you have decided on the appropriate settings, click Next Step.

Step 2.

This screen allows you to include/exclude parts in the Excel file from the importing operation defined in the previous step. You may use the Select All and Unselect All buttons to select or unselect all of the parts simultaneously. Once you have decided on the appropriate settings, click Next Step.

Step 3.

Review the settings then click Import to begin importing the part data. If there are duplicate parts a window will appear asking if you are sure you want to replace part information. Click Yes or Yes to All to provide the same answer for all duplicated parts.

Finish.

This final window shows how many parts were added to the update and how many parts were updated. To close the Part Import Wizard, click Finish.

NOTE: The Part Import Wizard automatically backs up your database before importing new data in case errors are experienced during the operation. If you want to restore the database to the condition it was in before using the Part Import Wizard, use the Restore Database feature discussed here. The filename is ClearEst_UpdateAutoBackup.mdb, and is likely located in the following location: C:\Program Files\Clear Estimates\Auto Backup\