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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

I didn't find this answer in my search, but how do I import a CSV (My monthly user info) into an existing DB?

All the fields except 1 are the same, but every 15 days I need to import my staff's work into an existing DB.

Thanks!!

Posted

Hi tspore, and Welcome to the Forum.

I'm not sure I'm reading this as you want. Is it just the one field that needs to be update or imported?

are you needing to create a new record for this field?

Lee

  • Newbies
Posted

No not that at all.

Basically when setting up the DB, I basically only imported 20 or so records, and added 1 custom field (Billing status)

But each month I export the time tracking Query from the support desk as a CSV. And need to import that into the DB. Remove any duplicates, and than add the billing status.

Basically I want to use FM to track client info, so that I have any passwords, contact info, and time we have invested into a project. But I am unsure how do I import the CSV into an existing FM DB?

When I go to import it looks like my only choices are.....

OK Never Mind, I think that my issue was when I exported from the DB. It looks like FM only supported importing CSV for for MS Excel, Excel edition Windows. My issue was trying to import different type of CSV's.

Thanks for the reply, that and the fresh set of eyes (after some sleep) I was able to figure it out.

This topic is 5825 days old. Please don't post here. Open a new topic instead.

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