Import access inventory data – IntelliTrack Inventory Management User Manual
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Appendix F
Microsoft Access Integration
309
custom Access query to place the information in the appropriate Intelli-
Track table and fields.
Before importing the inventory data into a Inventory system, exit the
Inventory environment and enter the Access environment. Open the Inven-
tory system with the full version of Microsoft Access and use the naviga-
tion pane to view access tables, forms, queries, and reports.
Import Access Inventory Data
The first step in building the new Inventory system is to import the existing
inventory data. The existing inventory data is usually contained in a single
file, such as an Excel file. The IntelliTrack Inventory database is relational,
and stores inventory information in several related tables.
1.
From the External Data tab, select Import > and then select your
Import File Type from the ribbon options.
2.
The Get External Data dialog appears. Click the Browse button at the
end of the File Name field.
3.
The File Open window appears. Browse to the import file location and
select it.
4.
Click the Open button; the File Open window closes and you are
returned to the Get External Data dialog. The file that you selected is
entered in the File Name field.
5.
Specify the location of the data source from the dialog box. In the
Specify how and where you want to store the data in the current
database section of the dialog box, select the Import the source data
into a new table in the current database option.
6.
Select OK to continue.
If importing from Excel or text files, an Import wizard appears.
Follow the steps in the import wizard to import data into a table.
If the imported field has the field names in the first row of the tables,
select the First Row Contains Field Name option.
Click Next.
At the prompt for data storage, select In a New Table. Click Next.
In the next window, specify the details of each field being imported.
Click Next.
Select a primary key or let the wizard pick one.
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