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EZ-CARE2
Table of Contents
Table of Contents
EZ2-Import Overview ..........................................................................................3
Ordering and Activating the EZ2-Import Module ....................................................................................3
Workflow.....................................................................................................................................................3
Preparing the Import Data File...........................................................................4
Import Data File Formats ..........................................................................................................................4
Topics in Import Data Files.......................................................................................................................4
FAMILIES Import Data Files..................................................................................................................................... 4
STAFF Import Data Files ............................................................................................................................................ 5
CHILDREN Import Data Files.................................................................................................................................. 6
LEDGER TRANSACTIONS Import Data Files .................................................................................................... 6
Defining the Import Map.....................................................................................7
Creating a New Import Map......................................................................................................................7
Notes on Creating Import Definitions..................................................................................................................... 11
Copying an Import Map........................................................................................................................... 14
Editing an Import Map ............................................................................................................................ 14
Deleting an Import Map .......................................................................................................................... 15
Importing Data...................................................................................................16
Running an Auto-Import from an .EZ2 File ........................................................................................... 17
Creating a .EZ2 File for Automatic Import............................................................................................................. 17
Running an Automatic Import .................................................................................................................................. 18
Version 7
June 2009
Page 2