GE 10/02 Network - Manual (Page 21)

21
Reference: Importing Data
❷
PhoneTree can use data generated in any
member management software package as
well as any common office software product
(Microsoft Word, Excel, etc.). If your
database application can produce an ASCII
(.dat or .txt), or a Comma Delimited
(.txt), CSV file, then you will be able to
import the data into a list that your
PhoneTree can use. Different applications
will have different ways of saving data into
one of these formats. Look for an Export or
Save As command in the file menu. Read
the documentation that came with your
database application for instructions. For
simplicity, save the exported data in the
PhoneTree Client folder. In addition, your
application may have a Custom Translator
(that will show up on the Configure
PhoneTree screen—see page 7). We will
show here the most common translator,
Generic CSV.
❶
First, confirm that Generic CSV is chosen on the Configure PhoneTree
screen (see page 7). This translator is actually stored on the PhoneTree
Host machine, not locally on your computer.
❷
Now, click the PhoneTree button on the main screen (PhoneTree Call
Status).
This is the exact
format that your
data will need to
be in to work with
the Generic CSV
translator.