Import Center Manual2
Contents
1. Name 5 Click on Apply 6 The column BADDR 7 will be highlighted to indicate that it has been mapped to acolumn in LM 2001 Scenario 3 You would like to enter the city state and zip code of each of your clients into LM 2001 However there appears to be a little bit of a setback The program from which you exported held all of this information in one column labeled BADDR3 LM 2001 holds city and state information in one column labeled Billing City State and zip code information in a separate column labeled Billing Zip Code First you would like to separate the city and state information from the zip code information Second you would like to map the city and state information to LM s Billing City State and map the zip code information to LM s Billing Zip Code To separate the city and state information in the BADDR3 column from the zip code information in that column 1 2 3 4 DA Scroll through the columns in the spreadsheet and identify one that has no information entered Click on one of the cells under the column heading BADDR3 Click on Tools gt Copy this Column to Another Enter the name of the blank column into the box provided For example if the name of the column was co 52 enter co 52 into the box provided Click on one of the city state and zip code entries in col52 Click on Tools gt Remove Non numeric Characters Only the zip code information will remain in col52 Click on one of the city2. been mapped to the appropriate column in LM 2001 You would like to complete the importing procedure by Importing Data To begin the mporting Data process 1 AUN SN N Click on the gray square to the left of the first row of information i e the row that contains the column headings CUST NAME BADDR1 etc This will highlight the entire row Click on Remove Click on Import Data The data will begin entering into LM 2001 One or more of the following steps may need to be taken If You receive a message that reads Invalid Phone1 This must be numeric Then Click on one of the cells in the Phone Number column Click on Tools gt Remove Non numeric Characters Click on Import Data If You receive a message asking you to set a default invoice type Then Enter the number of the invoice type preferred into the box provided and click on Ok If You receive a message stating that Lawn Monkey could not detect one of your tax codes Do you want to add this tax code Then Click on Yes Click on Add New Enter the appropriate tax information into boxes provided Click on Close Esc If You receive a message stating that Lawn Monkey could not detect one of your primary secondary groupings Do you want to add this primary secondary grouping Then Click on Yes Click on Add New Enter the appropriate information into the boxes provided Click on Close Esc Once the mport Center indic
3. ates that the import has been completed go to the LM 2001 Client Form to verify that your client information has indeed successfully entered into the program Note You LM 2001 s Import Center allows you to import data more than once This can be done in one of two ways l Start the entire process over again This would involve creating a new export file and working back through the steps outlined in this manual Il Create a new database by clicking on File gt New Company Database Next recall your saved import file as described on p 7 of this manual 10
4. ck on Start in the Login Form Click on File gt New Company Database Enter Customer Database into the File name box Click on Ok Click on Start in the Login Form Click on File gt Import gt Customer Lists from Other Software Packages Click on the drop down list in the Look in box and select Desktop Click on LM Import Click on Open The Lawn Monkey Import Center screen will appear NOTE If you are importing from a QuickBooks program there may be some extraneous information in the columns shown Identify the row of information that contains column headings such as CUST NAME REFNAME TIMESTAMP BADDR1 Delete all of the information above this row To do this click on the gray cell to the left of the row immediately above the column heading CUST Next scroll to the top of the Lawn Monkey Import Center screen Hold down the Shift key and click on the gray cell to the left of the first row of information shown Click on Remove at the bottom of the screen Scenario 2 Now that your client information has been entered into LM 2001 s spreadsheet you would like to match or map the information from your QuickBooks or FoxPro program to the information in LM 2001 For example there may be a column of information from QuickBooks that is titled Cust Num that contains all of your customer phone numbers In LM 2001 customer phone numbers are kept in a column titled Phone1 Therefore you have to tell LM 2001 to place
5. d select All Files 4 Click on the drop down list in the Look in box and select C Click on the folder with the name of your program to the right of it For example if the name of your FoxPro program is Lawn Basics click on the file named Lawn Basics Click on the Maindbf folder Click on the Customer dbf file Your customer information will now appear in Microsoft Excel Click on File gt Save as Click on the drop down list in the Save as type box and select Text Tab delimited Enter LM Import into the File name box Click on the drop down list in the Save in box and select Desktop Click on Save The export file LM Import has now been created and placed on your Desktop Importing the Newly Created File into LM 2001 The process required to import the newly created file is detailed in the scenarios below The scenarios provided are applicable to imports from all software packages Remember These scenarios are guidelines intended to demonstrate the process of importing into LM 2001 Due to the fact that not all imports are identical some of the scenarios may not apply to your situation Scenario 1 You have created an export file that contains all of your client information You would like to import that file into LM 2001 s spreadsheet so that you can eventually have that information entered into LM 2001 To get the export file into LM 2001 DIOLIER ONE o 11 Start LM 2001 Cli
6. ing Data Process Editing Columns During the Importing Data Process Creating an Import File The process required to create an Import File that can be imported into LM is detailed below Of the two scenarios provided choose the one that most accurately describes your situation and follow the pertinent steps Scenario 1 Your client information is currently entered a QuickBooks accounting package You would like to create an export file from your QuickBooks information that can be entered into LM 2001 To create an export file from the QuickBooks information 1 If you are using QuickBooks 99 or older Click on File gt Export Continue at 3 2 If you are using QuickBooks 2000 Click on File gt Utility gt Export Continue at 3 3 The Export screen will appear Click on the box to the left of Customer List so that a check appears in the box Click on Ok Click on the drop down list in the Save Inbox and select Desktop Enter LM Import into the File Name box Click on Save Click on Ok The export file LM Import has now been created and placed on your Desktop Se Scenario 2 Your client information is currently entered in a FoxPro program You would like to create an export file from your FoxPro information that can be entered into LM 2001 To create an export file from the FoxPro information 1 Open your Microsoft Excel 2 Click on File gt Open 3 Click on the drop down list in the Files of type box an
7. lawn i Monkey Importing Center This manual is intended to help Lawn Monkey 2001 LM users import client information from other software programs The scenarios provided should be used as guidelines to familiarize you with the importing process It is important to realize that although the scenarios provided cover the major issues that most users will encounter they do not cover every imaginable step that could be involved in your particular import process Before reading this manual we strongly recommend that you read the LM User s Manual p p 35 42 This will familiarize you with the various fields used in LM s client information screen Being aware of the names and the information contained in each of these fields will help ensure a quick and error free import It is also strongly recommended that you read this manual through in its entirety before beginning your actual importing of data Table of Contents Creating an Import File Scenario 1 Creating an Export File From QuickBooks Scenario 2 Creating an Import File From FoxPro Importing the Newly Created File Into LM 2001 Scenario 1 Entering the Export File into LM 2001 Scenario 2 Mapping Columns Scenario 3 Editing Information in Columns Scenario 4 Saving Mapped Information Scenario 5 Recalling Saved Mapped Information Unmapping Columns Scenario 6 Combining Two Columns of Information Importing the Mapped Information Into LM 2001 Scenario 1 Beginning the Import
8. olumn and the Phone 1 column from your last program You would then like to map the new combined column to the column File Namein LM 2001 To combine the Name column and the Phone 1 column from your last program 1 2 ue y o 9 Click on Tools gt Combine Two Columns Enter the Column Caption of the Name column into the box provided For example if the Name column is under the column caption col1 enter col1 into the box provided Click on Ok Enter the Column Caption of the Phone column into the box provided For example if the Phone column is under the column caption col14 enter col14 into the box provided Click on Ok Enter an appropriate spacer into the box provided Click on Ok Enter the Column Caption of the column into which Name and Phone will be combined For example if you want this information entered into col 52 enter col 52into the box provided Click on Ok To map col 52to the File Name column in LM 2001 1 2 3 4 Click on one of the entries in the co 52 column Click on Map Scroll through the Mapping Columns to Fields screen until File Name appears Click on Apply Importing the Mapped Data into Lawn Monkey 2001 The process required to import the mapped data into LM 2001 is detailed below Once this process has been completed LM 2001 will be updated with all of your client information Scenario 1 You have completed the mapping process All of your client information has
9. on Sort Code Click on Apply To save the mapping information so that you can return to it later 1 2 Click on Close Esc The information will be automatically saved Scenario 5 An hour and a half passed since you last worked on the mapping procedure In that time you realized that the column REFNUM should not have been mapped to LM 2001 s column Sort Code Instead the column REFNUM should have been mapped to the LM 2001 column Customer Number You would like unmap the column REFNUM and then map it to the LM 2001 column Customer Number To recall the mapped information that you saved in the last scenario Start LM 2001 Click on File gt Import gt Existing Import File Click on the last dbimport file listed Click on Open ee hs To unmap the column REFNUM 1 Click on one of the entries in the REFNUM column 2 Click on Remove Map To map the column REFNUM to the LM 2001 column Customer Number 1 Click on one of the entries in the REFNUM column 2 Click on Map 3 Scroll through the Mapping Columns to Fields screen until you see Customer Number Click on Customer Number 5 Click on Apply Scenario 6 You have one last set of information that you would like to map You want to ensure that your clients File Names are the same in LM 2001 as they were in your last program Your File Names usually consist of your client s name and their phone number Therefore you would like to combine the Name c
10. state and zip code entries in the BADDR3 column Click on Tools gt Remove Numeric Characters Only the city and state information will remain in the BADDR3 column To map the city and state information in column BADDR3 to a column in LM 2001 N xe n Click on one of the city and state entries in column BADDR3 Click on Map Scroll through the Mapping Columns to Fields screen until you see Billing City State 4 5 Click on Billing City State Click on Apply To map the zip code information in co 52 to a column in LM 2001 Click on one of the zip code entries in co 52 Click on Map 3 Scroll through the Mapping Columns to Fields screen until you see Billing Zip Code 4 Click on Billing Zip Code 5 Click on Apply Scenario 4 You have almost mapped all of your customer information to columns in LM 2001 when you come across a column labeled REFNUM You know that this column contains your customer number information You believe that REFNUM should be mapped to a column in LM 2001 labeled Sort Code so you want to map these two columns together Once you do this you would like to take a break and save the mapping you have done You plan on coming back to finish in about an hour To map the column REFNUM to LM 2001 s Sort Code column 1 2 3 4 5 Click on one of the entries in the column REFNUM Click on Map Scroll through the Mapping Columns to Fields screen until you see Sort Code Click
11. the information from QuickBook s column Cust Num into LM 2001 s column Phone1 This process is called mapping You would like to map all of the information from your OuickBooks or FoxPro program to LM 2001 You notice that there is a column labeled PHONE1 that contains your client s phone numbers You figure that this would be a safe place to start your mapping You would like to find the column in LM 2001 that contains client s phone numbers and map PHONE to that column In addition to your client s phone numbers you notice a column labeled BADDR1 that contains your clients names You remember from reading LM 2001 User s Manual that LM 2001 refers to client s names as Full Name Therefore you would like to map the BADDR1 column to LM 2001 s Full Name column so that your client s names can be entered into LM 2001 correctly To map PHONE1 to an appropriate column in LM 2001 1 Click on one of the phone numbers listed under the heading PHONE1 2 Click on Map 3 Scroll down the Mapping Columns to Fields page until you see Phone 1 4 Click on Phone 1 5 Click on Apply 6 The column PHONE will be highlighted to indicate that it has been mapped to acolumn in LM 2001 To map the column BADDR 7 to the LM 2001 column Full Name 1 Click on one of the names listed under the heading BADDR1 2 Click on Map 3 Scroll down the Mapping Columns to Fields page until you see Full Name 4 Click on Full
Download Pdf Manuals
Related Search