Sales Contact Template

[KS Oregon]

How do I import data into this template? Do I need to match my fields from
Excel to add to the contact table?

Can you point me to the help area that explains the steps I need to take?

Thanks

 

[Maurice]

The fastest way would indeed be to rename the fields to the name of the
contacts table. That way all the functionality in the sales template will
work as expected.

If you don't want to do that then import you excelsheet and create an
appendquery. Use the imported exceltable as the source and choose the
contactstable as the target. Drop all excelfields in the grid and choose the
appropriate fields from the target table and run the query. This would be a
good option if you have to fill the table once.

You do need to be aware of the datatypes though. Check the datatypes in the
contactstable first and compare them with the datatypes you are going to
append from the exceltable.

hth