Importing data to Relius Admin

[Guest CyndyB]

I know Quantech has the DCM, which requires an additional license - we do not have it at this time and the cost seems rather absorbetent. So I am trying to import data from and Excel spreadsheet, but don't know how to save it in Excel in the correct format.

I could use some help from those with experience. Thanks.

[rcline46]

Save the excel sheet as a comma separated file (CSV).

Then write a DER import routine matching the fields and do a DER import.

[Tom Poje]

I would add the following comments:

(they may seem obvious, but if you haven't used the import that much, maybe you aren't aware of them)

save your DER routine as delimited file format

use full century in your spreadsheet and import format

remember to strip commas from your excel sheet

if you have columns in your sheet you do not want, you do not have to delete the, you can use 'pad' in your import as a place holder

I would make sure that the last column in your excel sheet has an item for all ees- even if you have to add a dummy character and pad it out in the DER. Due to the way clients fill out excel sheets you sometimes have an individual record that ends earlier than expected.

[Guest CAM223]

We are interested in getting our clients to send us census data that can be imported into Relius. We have told them that they can send us the data on Excel. What modifications, etc. have to be made to their spreadsheet before we can successfully import it into our Relius system. We are currently on 6.0, will soon network our standalone stations and will upgrade to 7 or 8.0.

[Tom Poje]

I would make sure any dates are in mm/dd/yyyy format, you dont want the system asigning a century.

strip the commas in number fields

you do not have to delete columns you don't wish to import - you can use 'pad' and the system will ignore them.

if names are in one cell, you can use 'combined name' to separate the import.

generally I try to make sure the last column of the import has something in it - even if it is a dummy character and you pad it out. I once had an import in which the last column was a term date. not everyone had that. the first column was an id number, and one person had the number 631. the system actually read that as a term date for the previous person, and then I was stuck with a date of 6/31 which the system was none too happy with.