Export your data from your current system/application as a Comma Separated Value (CSV) file format. You can open CSV files using Microsoft Excel or Notepad. We suggest you use Excel as it can make your life much easier.

When you install WinZeal Express 3.0, the setup installs a few import templates (under the folder Import Templates). These templates are distributed in .XLS format (Excel Sheets). You can use these templates to know about the columns (field names) you can import as well as their sequence. Please be aware that you may need to rearrange your fields in order to match the structure WinZeal Express uses. For more information on how to rearrange columns in Excel, please refer to Excel help.

You can also determine the fields and the sequence when you open the Import Data window in WinZeal Express 3.0. To open the Import Data window, click on the Import icon in the toolbar.

WinZeal Express 3.0 allows you to import your accounts, suppliers, contacts, products etc.

Importing Data

1. Choose the information you want to import. For instance, if you want to import all your customer details, you can choose Accounts in the Import what drop down box.

2. Click on the open icon next to the Select import file text box to select the CSV file that contains your data.

3. The Preview button is enabled automatically. Click on Preview to see the data preview.

4. The column names in the Data Preview list view and the data shown should match. Verify if they are correct and click on Import (the Preview button changes to Import once you click on Preview).

Step 3

Importing in Batches

If you were to have 10 Accounts that you want to import, it is very rare that you might have the same set of information applicable to all of them. What it means is, the Industry Type could be different, your Classification or Rating could be different for each Account you want to import.

WinZeal Express 3.0 supports batch imports. This means, you can select all the Accounts which can be classified under a common set of information and import it. For instance, you might have 4 Accounts which are your Customers, they all deal with Computers and are based in the USA. Choose those four and import them first. Similarly, choose Accounts that can be grouped and import in batches.

Step 4

Apply the same logic to import all your data. Records successfully imported are displayed in blue. If for some reason a record could not be imported by WinZeal Express, the record is displayed in red.

Importing Contacts

Unlike other objects which are directly imported and associated to their related objects in the database, Contacts are imported and remain unassigned. Unassigned means that a contact does not belong to either an Account or a Supplier. You are required to assign each contact to either an Account or a Supplier before they are made available.

Step 5

Unassigned Contacts

Once you import all your contacts, click on the Quick Views tab and choose Unassigned Contacts from the drop down. WinZeal Express displays all the contacts that are unassigned.

Contacts can either be linked to Accounts or Suppliers. Double click on a contact to bring up the Assign Contacts window.

Step 6

Assign Contacts

You can choose a contact from the list view on the left, select an Account or a Supplier to whom you wish to assign this contact to, key in/change the contact details and then assign other details such as the Title, Designation etc and click on the Assign button.

Repeat the above process for each contact.

Contacts that are assigned are automatically removed from the list on the left.