Feedback

  • Contents
 

Import the Data

Use the Import tab in the Import Excel window to import the data from the Excel spreadsheet to the Latitude database. You cannot import data until all columns of data are either mapped or excluded.

To import the data

  1. On the Import tab, click Begin Import. The New Layout dialog box appears.

New Layout dialog box

  1. In the box, type a name of the file layout and then click OK. The system processes the data and displays it in a "mock" Work Form.

Work Form

  1. Use the arrows to scroll through and review the records.

  2. When finished, click Exit. A confirmation dialog box appears.

Confirm Load dialog box

  1. Click Yes. The system imports the data into the Latitude database. If you configured the system to apply collection charges, a confirmation dialog box appears.

Import Excel 10 dialog box

  1. Click Yes. A notification dialog box appears.

Collection Charge Batches dialog box

  1. Click OK.