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How to Import Microsoft Excel and CSV Files

GenRe imports from and exports to Microsoft Excel and comma-separated values files. It imports a maximum of 20,000 records.

It also extracts or consolidates records from source files with up to 2 million records. This feature is available on GenRe's corporate reporting version.

The program import may create a new file or update an existing file.

To import a file, go to the batch menu and select [Import CSV Files].

The first import screen shows the list of existing GenRe files/programs and the free slots that can be assigned to new files/programs.

In this example, let us select a free slot, menu 1 item 2.

The list of external files are displayed. You can look for files stored in other locations.

Import1.csv has been selected. By opening the file either as [Excel] or as [Notepad], it is found to contain 8 columns, row 2 is column name and data starts from row 3:

Click the [Continue] button of the Import Into A New File screen, to show the rows about to be imported.

First, a warning message for demos:

The first batch of 1000 records are displayed.

You can specify the input and output data formats (Map) or select certain rows to be imported (Criteria) before [Import]. Again, these commands are described by the [Help] icon.

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The program needs to know the monitor size before creating the screen:

The first screen:

When the process is completed:

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If there are errors, the [Errors] command is enabled.

Another question:

[Yes] goes directly to the new program, [No] returns to batch menu.

The new program and file:

The program is fully operational - add, delete, modify records. You can tweak the screen, add more data items and special instructions at any time.

Notice that the [house] icon looks complete. Click the house to show the status of the program:

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