Imports

Overview of

Imports Skill Builder:

Overview of Viewpoint Import

Viewpoint Imports

Viewpoint V 6.2.1

Page 2

Table of Contents

About this Course 3

Viewpoint Import Process 4

About this

Course

Course Description

Welcome to the Imports Skill Builder

This course will provide you with the fundamental knowledge

importing data from third-party systems.

Course Objectives

After completing this course you will have a better understanding

importing data from third party systems into the Viewpoint V6 Software database

After completing this lesson, you will be able to:

• Explain the general process of importing data.

• List the steps involved in an import.

Skill Builder course!

This course will provide you with the fundamental knowledge of the general process in

party systems.

After completing this course you will have a better understanding of the process involved in

importing data from third party systems into the Viewpoint V6 Software database

After completing this lesson, you will be able to:

Explain the general process of importing data.

List the steps involved in an import.

Viewpoint V 6.2.1

Page 3

of the general process in

of the process involved in

importing data from third party systems into the Viewpoint V6 Software database.

Viewpoint Import ProcessThe Imports module allows you to import data from third

database. This Job Aid provides an overview of how to process imports with this module and its

associated forms.

The following instructions walk you through the basic steps in importing data from third

1. Prepare and review the data file you wish to import into the system.

2. Select the Import Template that you want to use, or create a new one, using the IM Template

form.

3. Apply any applicable cross-

4. From the data file that you generated and reviewed in the first step, import the data using the

IM Import form.

5. Review and modify (if necessary) the imported

6. Upload the work edit file into the system using IM Upload.

7. If using a batch import, run the applicable batch processing forms.

Viewpoint Import Process The Imports module allows you to import data from third-party systems into the Viewpoint V6 Software

an overview of how to process imports with this module and its

instructions walk you through the basic steps in importing data from third

Prepare and review the data file you wish to import into the system.

Select the Import Template that you want to use, or create a new one, using the IM Template

-references, and define your field mapping in the import template.

From the data file that you generated and reviewed in the first step, import the data using the

Review and modify (if necessary) the imported data using the IM Work Edit form.

Upload the work edit file into the system using IM Upload.

If using a batch import, run the applicable batch processing forms.

Viewpoint V 6.2.1

Page 4

party systems into the Viewpoint V6 Software

an overview of how to process imports with this module and its

instructions walk you through the basic steps in importing data from third-party systems.

Select the Import Template that you want to use, or create a new one, using the IM Template

references, and define your field mapping in the import template.

From the data file that you generated and reviewed in the first step, import the data using the

data using the IM Work Edit form.