I. CREATING THE SPREADSHEET
A. Create the spreadsheet on a PC or computer that is also used to access CARS+.
Click here to download a template file with the header row already completed.
B. Entering data in the spreadsheet
Although the link above provides a template, the columns for the spreadsheet do not need to be in any particular order, and all columns need not be present. For your own purposes, the spreadsheet can contain additional columns unknown to CARS+. What is required is that the columns that contain data to be merged MUST have the column header specified in the chart shown at the end of this chapter.
- Create a row for each Model Code record that should be imported or updated.
- Enter the data to be added or changed in the appropriate column(s). (See the "User Tip" below regarding the date format.)
- A blank field in the spreadsheet will cause the corresponding field in CARS+ to be cleared. This means that when entering a record into the spreadsheet, the complete record needs to be entered, not just the fields that are being changed.
User tip: Date format can be either:
YYYYMMDD (Example: 20150927 for September 27, 2015)
The local date format of either: MM-DD-YY or DD-MM-YY (This is specified in Edit Misc Control Record.)
C. Naming the spreadsheet file.
When saving the spreadsheet, the name assigned to it should follow Unix file name conventions which are:
- Maximum of 10 characters for example 20150930DC.csv for September 30, 2015, and MC for (M)odel (C)ode
- No spaces or slashes in the name
D. Saving the spreadsheet.
First save it in your spreadsheet program's native format (for example if using Microsoft's Excel program, save it as .xls).
Re-save a copy in .csv format.
If an error in the data is discovered by the merge program, go back to the file in the native format and easily make any corrections. Then re-save it again as a comma delimited file (.csv format).
It is the copy saved in .csv format that will be used for the import. The first row of column headers must be included.
The screen will then display:
| OPTION: __ IMPORT FUEL CARD RECORDS 1 Filename NOTE: DATE FORMATS HAVE CHANGED. ACCEPTABLE FORMATS ARE: MM-DD-YY YYYYMMDD 1DO IMPORT2 3ERASE 4UPLOAD 5BACKUP 6 7HELP 8 |
Enter data as follows:
|
1.FILE NAME |
The file can be loaded for processing by either:a. typing the file name in this field - or |
| OPTION: __ IMPORT FUEL CARD RECORDS 1. Filename Option: _ IMPORT FUEL CARD SEARCH F2=NEXT 8 F4=PREV 8 File Name Create Date 1 impfcd-101112.csv Oct 11 12:00 2 impfcd-100312.csv Oct 3 14:20 ** No More Records ** |
| Required Column Header | Field in EDITFCD | Notes |
| Fcd_card_no |
Card No |
Required |
| Fcd_oil_comp |
Oil Comopany |
|
| Fcd_exp_date |
Exp Date |
|
| Fcd_status |
Status |
|
| Fcd_ra_no |
RA# |
|
| Fcd_activation_date |
ActivationDate |
|
| Fcd_activation_time |
Activation Time |