Create an Import into the Transaction Database – BACKTRACK Instruction Article

Summary

This article explains how to successfully import transaction type data into an item table in BACKTRACK 2012 using the ‘Import’ function.

Instructions

Important Notes:

  • Importing transactions into the Transaction table will have the same affect as doing transactions.  In other words, importing a “Check Out” of an Item will cause that item to be checked out.
  • BACKTRACK requires these 3 fields to be able to successfully import into an transaction table
    • Item ID
    • Location
    • Transaction Type
Steps:
  1. Have a CSV file with intended data meant to import to BACKTRACK
  2. In BACKTRACK, navigate to Main menu > Database maintenance > Transfer functions > Import data
  3. Select the ‘New’ button
  4. Enter a name for the import and select ‘Transactions data file’ > Ok
  5. Select the proper fields matching the fields in order on the CSV file and click on the right arrow button
  6. On the ‘File options’ tab > select the proper CSV file format > Click on the ellipses and navigate/select the CSV file
  7. Select OK
  8. Highlight your newly create import and click on ‘Import’
  9. Review that the information on this screen is accurate and select ‘Import’

Additional Comments

Instructions Written with:
OS (PC): Microsoft Windows XP, 7, 8 Microsoft Windows Server 2008, 2008 R2
Application: Teklynx BACKTRACK v2012.0.3

Updated on October 31, 2017

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