![]() Step 11: Import Data to Profile Remarks (for ClientBase) Step 10: Import Data to Special Dates (for ClientBase) Step 8: Import Data to Travelers (formerly Passenger) Fields Step 7: Import Data to Marketing Fields (for ClientBase) Step 5: Import Data to Communications Fields Step 4: Import Data to Miscellaneous Profile Fields (in TBO Notes or Additional Notes) The basic steps to running the import are: ![]() ![]() The wizard guides you though importing different classifications of profile data: address, communication, marketing and traveler. Access the program from your Trams program group or by going to Start|Run and browsing \ Trams\common files\profimp.exe file. To access this utility, go to Start|Programs| Trams Back Office (or Trams) | Trams Profile Import and make sure you have a current backup of the database before starting the import. The Trams Import/Update Utility is a separate program that is run from outside of Trams Back Office or ClientBase. (The file must be created prior to running the Trams Import program.) Find instructions on creating the file from the vendor supporting that software program. If your existing database program can create an ASCII file, create your file and save it to a floppy disk or to a drive accessible to a workstation that can run Trams Back Office/ClientBase. This delimiter is a character and the most commonly used are a tab or a comma. To recognize when one field ends and another field begins, a delimiter is used, separating each field. An ASCII format uses a standardized coding scheme enabling different computer programs to exchange information.Įach record in the file includes information such as Name, Address 1, Address 2, City, etc. Regardless of the specific program used to maintain your database, if the program can create an ASCII-comma or tab delimited file (and most programs currently can using File|Save As or File|Export), that file can be imported using the Trams Import/Update Utility. Although Trams can’t anticipate every possible program used, if your agency has a database of customer information in a program that can put that information into an ASCII (American Standard Code for Information Interchange) file (.txt), chances are an electronic “import” is possible…and easy! ASCII Delimited Text Files Later, when the Trams database is up and running, agencies may want to import other miscellaneous electronic files as well, such as a purchased mailing list. Ideally, most agencies implementing Trams Back Office build their database using the interface process, but they may prefer to electronically "import" customer information to the Trams Back Office/ ClientBase profiles rather than manually entering it. Importing Customer Profiles via ASCII (.txt) FilesĪgencies may use many different software programs to maintain customer data such as names, addresses, phone numbers and marketing information. The routine of importing either appends one database of profile information to an existing database (or an empty one) without checking for duplicates, or updates existing profiles if certain parameters are setup. This section details the importing of Client, Vendor, Agent and Other profiles from other software programs using ASCII (.txt) files. Chapter 4: Importing Profiles from Other Sources Importing Profiles from Other Sources
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |