This exercise walks you through importing an author file into EasyRoyalties.
Step 1. Download the Excel exercise file named: “ImportExercises“. Save it to your desktop.
Step 2. Open the file and review it. After viewing the spreadsheet, close it.
Step 3. Open EasyRoyalties and login to the demo database.
Step 4. Select the Importing menu (1). On the Start screen press the Browse button (2) and select the exercise file located on your desktop. Press Next (3).
Step 5. On the Import type screen select type of data “Authors/Contributors” from the drop down list (1). Press Next (2).
Step 6. On the Excel options screen select the Authors worksheet (1). Press Next (2).
Step 7. On the Column headers screen the first row with the column headers is already selected (1). Press Next (2).
Step 8. On the Mapping screen the software automatically maps columns where the column header matches the EasyRoyalties field name. Map the column headers where the field names do not match by selecting the field from the drop down box for the appropriate field.
- Accounts Payable ID to AccountingSystemID (1)
- Company Name to OrganisationName (2)
- Zip Code to PostCode (3)
- Telephone to Tel (4)
Press Next (5).
Step 9. On the Options screen select the first option. This tells the software to update existing author’s information with the imported information if an author with the same file-as-name or author code exists (1). Press Next (2).
Step 10. On the Preview screen view the import that will be imported. When you are done press Next (1).
Step 11. The software imports the records and the review screen appears. It shows that 11 author created have been created. There were no invalid records. Press Finish (1) to accept the import. Press Cancel if you wish to undo the import.