The fastest way to import existing information into the software, after having created the map, is
an Excel file.
In this file you can put the informationa about burial plots, deceased, owners and purchase agreement.
The Import Procedure is a 2-steps task:
The deceased import is a critical operation because it depends by the exact search of the burial plot:
- The data from the Excel file are checked for right value depending by the field ("File Analysis"):
Date values in yyyy or yyyy/MM/dd format
Numeric values in a numeric format
The Section values and if present the Series
values are checked with the ones in the database: they must match.
Each difference is signaled as a Warning and must be corrected before proceeding with the final import.
After the first step the content of the Excel file is saved into a temporary table,
no data are saved into the final tables (deceased, owners, purchase agreements).
Before the analysis of the file the temporary table is cleared, so you can execute
this step any time during the preparation of the Excel file, to check and correct any errors
- The data from the temporary table are saved into the relative final tables: deceased, owners, purchase agreements.
In this step each record found in the temporary table is added to the final table if not found, or updated if found.
The Excel file must have a well define column list, with the following fields:
- The plot is searched by using the specified attributes (at least Section and plot number)
- The deceased is added and linked to the plot found