iCare Knowledge Base

—          The features that are available for Data Import are somewhat different in the Access and SQL Server versions. Some features are available only in one of the versions.

Depending on the your version of iCare you can import data into iCare from some of the other software packages or from an Excel Data Template. Here we’ll show you steps for importing data from the Excel Template.

Importing data from Excel Template

1.       Get a copy of the Excel Data Template, ImportChildrenAndContacts.xls, from Support@Orgamation.com. Copy and paste your data in the template while following all the rules and hints given in the template to make sure the data is valid.

2.       In iCare go to the Main menu and select Export/Import.

3.       Click on Import from Other Applications

4.       In the Application Name box select Excel Template.

5.       In the Locate window find the template that you have filled and prepared for import.

6.       Select Append if you want to add the data from the template to existing data or select Rewrite if you want to remove the existing data and then import the data from the template. (Before selecting Rewrite, be very sure that you really want to remove the existing data.)

7.       Click on Import.