Data Import Utility

The Projetex 3D Data import Utility is used to import information about Clients and Freelancers from outside sources without the need to manually enter it.

The utility can import data from the following file types: XLS and XLSX (Microsoft Excel), TXT, CSV, DBF (dBase 3, 4 and 5), XML (Data Packet 2.0)

Import settings can also be saved in special scenario files, allowing you to import data from the same source regularly, without having to fiddle with the settings every time.

NOTE: It is highly recommended to backup your database before using the Data Import utility. This will allow you to quickly roll back unintended or undesired changes.

 

The next topics will cover the process of importing data from the different file formats.

 

 

See also:

Selecting the mode and file

Importing Custom Queries

Importing Custom Reports