Import Data Options

For any of the different methods described above, there are options that the user can apply at time of import. These options allow you to decide, based on the source of your data, whether or not you want to append records to an existing SpaceMan database, overwrite them, update them, etc. The options are as follows:

Add new records, update existing records

By choosing this option, the user will be updating existing records with information contained in the import. If a particular record does not exist in the SpaceMan database, it will be added during import.

Update existing records only

The import program will only update SpaceMan records where there are corresponding records in the import file. It will ignore import file records that do not have corresponding records in the SpaceMan database.

Delete all existing records, then add new records

This option will wipe out all SpaceMan database records for the selected location in the SpaceMan database (see next section) and replace it with the records contained in the import file. This option is used mainly when you are performing periodic updates to your SpaceMan database (i.e. when accounting "books" data and it is ready for import into SpaceMan). PlanData recommends this option for monthly updates.

Database to import to

Select the SpaceMan database location that to which you want to import data to. As in above, you can use the "browsing" tool (...) to choose the SpaceMan database.