When you first launch the menu option to import requests you will see a screen like the one below. This may be empty or may display some records you have already entered. To begin the import process click the Import button at the lower left of the screen.
You will first need to choose the data source type from a drop down list box. The default type is Microsoft Excel, but a variety of sources may be available on your computer. I have chosen to import using the Microsoft Access Drive, and I have clicked the button with the ... to locate the .mdb file on my computer. In this case, there are many tables to choose from displayed in a tree view on the left side column. I click on the Requests branch and expand the tree to select some fields.
It may be easier to select the branch level, in this case Requests, and click the arrow to move all columns to the right side. I can later match only the fields I want to import.
NOTE: In matching fields you will generally not want to assign the ID fields, as these are automatically numbered fields. In the case of the Requests table, there is a numeric Login ID field which related each request to the user who submitted the request. If the file you are importing does not have that field, and you can't create one before importing, you will need to edit each request to select the requesting user.
NOTE: Many files you may have to import from combine a date and time field in a single field. In this case, you would want to assign that field twice - once to a corresponding date field on the left side of the screen and again, the same field to the time field on the left side of the screen.
This screen shows the data found to be imported.
Finally, I click the Finish button to import my data. The browse screen should now show my imported data, but I can't edit the data from this screen. Just close the screen and use the other menu options to view and edit the imported data.
