Map the Data

Use the Import tab in the Import Excel window to map the columns of data in the Excel spreadsheet to fields in the Latitude database.

To map the data

1. On the Import tab, click the column of data to map.

Primary Debtor: Database fields for the primary debtor.

Co-Debtor: Database fields for co-debtors.

Dates: Date fields in the database.

Money/Numeric: Money and numeric fields in the database.

Note/Extra Data: Note and extra data fields in the database.

2. To exclude the column of data from the mapping, click Ignore Column. 

3. Do one of the following:

• To map a column of data to a primary debtor field, in the Primary Debtor list box, click the field to which to map.

• To map a column of data to a co-debtor field, in the Co-Debtor list box, click the field to which to map.

• To map the column of data to a date field, in the Date list box, click the field to which to map.

• To map the column of data to a money or numeric field, in the Money/Numeric list box, click the field to which to map.

• To map the column of data to a note or extra data field, in the Note/Extra Data list box, click the field to which to map.

Note: Once you map a column, the system displays the Re-Map Column check box.

4. To remap a column, click Re-Map Column and then change the mapping.

5. Click the arrow  to move to the next column in the data grid.

6. Continue mapping until all columns are either mapped or excluded.