Importing Records, Batch Uploads and Batch record updates

There may be times when you wish to add or update records in batch  without loading them one at a time in the normal way within Tracker Pro.

This is made possible using the menu option BulkOperation.

Select the module you are interested in  which will then load all current records inside a Tracker Excel spreadsheet ( The Tracker Pro onboard spreadsheet engine).

Once that has been loaded then new rows can be added and existing ones edited.

After all edits have been made, the button highlighted at point 2 below should be pressed in order to add new and changed records to the database. 

Remember to ensure the Primary field rules are adhered to otherwise the upload to the database for that record will fail.

The Primary field rules should be adhered to. This will normally be the first field and will be a unique account reference or a unique number ( incrementing by one each time) .

After you update the system, the number of records added and modified will be indicated within a notification message box and any upload failures displayed.

 

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