Importing your existing data to your eCabinet
From EDeskWiki
This page will help you to import your existing information / spreadsheets / documents into your eCabinet.
Contents |
Importing a CSV File
- Login to your edesk online account.
- Click on Start >> Programs >> Import option (You will see 3 different options over there.)
- Click on Import Data. A separate window opens in which you can click on browse and give the path of the file which you want to import. You can also choose which eDrawer you want to save it in by clicking the drop down box.
- Once given the path Click on Import.
- After the importing is done you will see the amount of space the file has used up and the free space available in your eCabinet.
- Close the window after you have succesfully imported the data.
Importing an XLS file
To import a XLS file you have to convert it to CSV format. Refer to our Converting guide.
- Login to your edesk online account.
- Click on Start >> Programs >> Import option (You will see 3 different options over there.)
- Click on Import Data. A separate window opens in which you can click on browse and give the path of the file which you want to import. You can also choose which eDrawer you want to save it in by clicking the drop down box.
- Once given the path Click on Import.
- After the importing is done you will see the amount of space the file has used up and the free space available in your eCabinet.
- Close the window after you have succesfully imported the data.
Importing from an Access file
To import an Access MDB file you have to convert it to CSV format. Refer to our Converting Guide.
- Login to your edesk online account.
- Click on Start >> Programs >> Import option (You will see 3 different options over there.)
- Click on Import Data. A separate window opens in which you can click on browse and give the path of the file which you want to import. You can also choose which eDrawer you want to save it in by clicking the drop down box.
- Once given the path Click on Import.
- After the importing is done you will see the amount of space the file has used up and the free space available in your eCabinet.
- Close the window after you have succesfully imported the data.
Points to remember while importing the data
- The file should compulsorily be in CSV format.
- The row 1 of the excel sheet is called the field name.
- No column should have an empty field name, take care that all the first coumns are filled with different field names.
- Check that there are no spaces before and after the field names.(please note that any spaces in between the field names are directly converted to underscores).
- Please avoid using symbols or special characters of any type.
- Please use the existing field names as much as possible to avoid duplication of field names after the importing is done.
- Verify the field type with the existing fields.
Converting Spreadsheets
You can convert a file from Microsoft Excel or any other spreasheet software to another file format (Eg: CSV) by saving it with the Save As command (File menu) in Excel. The file formats available in the Save As dialog box vary, depending what type of sheet is active (a worksheet, chart sheet, or other type of sheet). For most file formats, Excel converts only the active sheet. To convert the other sheets, switch to each sheet and save it separately.
Converting XLS to CSV format
- Open the file that you want to convert from XLS to CSV.
- Click on the File Menu >> Save As
- In the dialog box that appears, enter a File name: and in File Type: click on the dropdown box and select Comma Seperated Values (.csv).
- Click on the Save button and your file is saved.
- In the event that you encounter any errors, click on the Yes button to continue saving.
Since Excel converts only the active sheet, to convert the other sheets, switch to each sheet and save it separately.
Converting Access to CSV format
- Open the access file that you want to convert from MDB to CSV.
- Click on the File Menu >> Save As
- In the dialog box that appears, enter a File name: and in File Type: click on the dropdown box and select Comma Seperated Values (.csv).
- Click on the Save button and your file is saved.
Follow these instructions for a hassle free importing.
