The importing wizards guides you step by step through the process of importing data. Click the Next button to advance to the next step. Press Back to return to the previous step. The steps can change based on the source file type and type of import.
Import Wizard Steps
Is where the source file is specified. You can load a saved profile with the import options and settings to be used for this import.
The import type screen is where you specify the type of data; authors, sales, editions, etc., that you are importing.
Specify the worksheet with the data to import.
This is where you specify which row contains the column headers for your data. For most files the header row will be the first row.
The mapping screen is where you map the columns in your source file to the corresponding fields in EasyRoyalties. You can specify rows to exclude if specified fields are blank. In the review step these mappings can be saved for reuse.
The options screen(s) vary based on the import type.
This screen provides a view of the data that will be imported. If you spot an error here; such as data mapped to the incorrect field, you can press the back button to correct the problem or cancel the import to fix the problem in the source file.
The review screen shows the results of the file import. Records (rows) that could not be imported have an error message that explains the error. You can select finish to complete the import or select cancel to cancel the import and save a log of the error messages.
In the review screen you can save the import settings as an import profile. If an import profile is selected on the start screen all the mappings and system options will be automatically populated with the saved values.