Import Export Utility
Note: To use the Import-Export UtilityA utility that may be used with IntelliTrack, which allows for item and asset data import into IntelliTrack and asset data and/or issue order, pick order, and return order data export from IntelliTrack., the RoleThe role is a collection of system features. Each feature has an access level of either read-only or edit. A role is assigned to a user. The user has access to the features found in the role. of the Logged-in UserAn IntelliTrack user has an account with IntelliTrack and uses the software; is active in the system; has a valid username and password; is assigned to at least one division and one site; has a default division and a default site. The user is designated as either an Administrative User or a Standard User. must contain edit access to the Integrate featureThis feature grants access to the Import/Export Utility and the Plugin Host Utility. It is available in edit mode and read-only mode. Access to this feature enables the Tools > Install Import/Export Utility option and the Install Import Export Utility page. This page contains the Import/Export Utility installer. It also enables the Tools > Install Plugin Host Utility option and the Plugin Host Utility page. This page contains the Plugin Host Utility installer..
The IntelliTrack Import-Export Utility allows you to:
- Import data from an external source file into your IntelliTrack application.
- Export IntelliTrack data to an external file.
- A typical import or export file (i.e., external data) is either a tabbed file (.txt) or a comma file (.csv).
- Import specifications are created from an import template.
- Export specifications are created from an export template.
- Using this utility will save a significant amount of time spent manually entering your data.
Utility Description
The Import-Export Utility is a separate Windows application.
The main screen contains the following elements:
- Ribbon: the ribbon includes options for creating a new import or export specification, opening the External Data window, and opening the error log.
- Panes: the main window contains tabs along the left for viewing the templates and specifications and a field selection area to the right.
- Templates: templates are provided for designing import specifications and export specifications. View the templates via the Import Templates and Export Templates folder tabs.
- External Data button in the ribbon: click this button to view an external data window that lists the external data available for your imports and exports.
- Import Specifications: reach your import specifications via the My Imports folder tab.
- Export Specifications: reach your export specifications via the My Exports folder tab.