Community Home
Search Results:
Workbooks Import Wizard
... Workbooks Import Wizard Your import should run smoothly if you have prepared the import data and work through the Import Wizard systematically. We r ...
Products
... Products Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional a ...
Displaying & Adding Organisations
... Displaying & Adding Organisations Clicking on Start > Organisations displays the Organisations Landing Page . ...
Importing accented characters - CSV contains accented characters which look wrong in Workbooks
I have some accented characters in my CSV file which I am importing into Workbooks. However when they arrive in Workbooks they don't look the same. What am I doing wrong? Comma-Separated Values files Comma-Separated ...
Undo import
I've accepted an import and now realise I shouldn't have. Can I get rid of the data? Yes, you can undo an import Yes, you can undo an import as long as it's within 7 days of approving it. Simply open the relevant import and click Und ...
Why do I receive the following warning when importing Activities (Tasks & Meetings)? Bad value - invalid date
Why do I receive the following warning when importing Activities (Tasks & Meetings) "Bad value 'dd/mm/yyyy' for 'Start' on 'Activity - Meeting': invalid date" Just to confirm, the warning Just to confirm, the warning you r ...
Can I concatenate fields in the import?
My CSV has address details in several columns. Address line 1, 2, 3 and 4. It also has city and county. Can I concatenate the address lines into a single address? So far I've been achieving So far I've been achieving th ...
Importing Products
We're running two databases in one account and want the products we've created in our original database to appear in the new database too. I exported the details to CSV and then imported them. Despite mapping the Default Price and Default Co ...
Using import to bulk update / overwrite records
Here are some examples of how the import facility can be used to bulk update / overwrite records: Before you start , it is important to understand the role of the Object Reference field. It is available in grids and is called &qu ...
How do I assign records to users during the import?
How do I assign records to users during the import? Note: If you don't configure Note : If you don't configure a mapping that sets the "Assigned to" value in Workbooks all the imported records will be assigned to you (the ind ...
How do I relate/link imported records to existing records?
How do I relate/link imported records to existing records? I want to import activities and link them to existing Cases. You link to existing records You link to existing records by using the "Extend" functionality of the Import featu ...
How can I import my Apple Mac Address Book into Workbooks?
How can I import my Apple Mac Address Book into Workbooks? I can export the Address Book from my Mac as a file called "Address Book 2011-03-15.abbu", and the data appears to be contained in a file called "AddressBook-v22.abcddb". ...
How should I escape characters when Importing into Workbooks?
Workbooks imports data in comma-separated values (CSV) format. A variety of options exist to allow you to choose how that CSV data is interpreted. Normally you will not need to be too concerned with these options: the defaults " ...