Resource Dynamics, Inc.

Tele-Support HelpDesk Hot Tips

Question:

I want to run HelpDesk as a Stand Alone and would like to Import contact data?

Answer:

Instructions for Importing a CSV file to ACCESS - to a Stand Alone HelpDesk.mdb

Open HelpDesk.mdb in ACCESS

1.        click on File 

2.        get external data - import

3.        locate the file to import & click import

4.        select delimited 

5.        click next

6.        choose delimiter type as comma

7.        click next

8.        select in existing table and select "contacts" from the list box

9.        click next

10.        Import to table "contact"

11.        click ADVANCE and define fields by clicking on field name

Field Name                Type        Skip

·        CONTACTID                Integer        yes

·        CONTACT                TEXT

·        COMPANY                TEXT

·        TITLE                        TEXT

·        ADDR1                                TEXT

·        ADDR2                                TEXT

·        CITY                        TEXT

·        STATE                                TEXT

·        ZIP                        TEXT

·        COUNTRY                TEXT

·        PHONE                                TEXT

·        FAX                        TEXT

·        EMAIL                                TEXT

·        EXT                        TEXT

·        PRODUCT                TEXT

·        CAGTEGORY                        TEXT

·        FIRSTNAME                TEXT

·        LASTNAME                TEXT

·        STARTDATE                DATE/TIME

·        STARTVER                TEXT

·        LASTDATE                DATE/TIME

·        LASTVER                TEXT

·        NOTES                                MEMO

·        TEMPID                               integer        yes

Click OK - Finish - Open the Contacts Table - You should see your contact data.

NOTE....Access does have a size limit and will depend on your version of MDAC (MSJet Engine).  Make sure ALL workstations are runningt he same version of MDAC if you add adiditonal fields & tables.