Transfer Pane

The Transfer Pane is the part of the Import Form where

  1. the mapping appears between Source and Destination tables when Setting up an Import - and
  2. the New Values are shown that will be added and possibly the Old Values that will be replaced during the actual import

Depending on what you currently are doing, which tab you are working from, the pane will show the columns that support that view.

Section Start Import Columns explains the columns which you will see during the actual import, section Setup Import Columns those that you will use during import setup.

Destination Old Value New Value Source Key Between And After UseOldValue HideIfUnchanged Evaluate Lookup Validate MatchID UseOldValueDefault FailContinue

 

Start Import Columns

Destination

Name of the Destination table field into which the source field's content will be written. If the cell is grayed, it contains the name of the Destination table.

New Value

Use of colors:

Orange background with black font indicates the value can't be used. The [Process Record] button will become [Skip Record]

Salmon background with red font indicates the value has changed.

Old Value

Current content of a found corresponding destination record whose values will be replaced (if any). This column is hidden if you selected as Import purpose 'Add' (without 'Replace').

UseOldValue

(Use - column on outer right) During Import you can with each record set a check on the Old Value of a certain field indicating that in this specifica case you want to keep the old value.

If you always want to keep the value unchanged, just make/keep the Source field empty, or remove the row.

Setup Import Columns

Source

Key

Indicates if the destination field is a key field. This is automatically set during matching, and you should not change it. 

Between/And/After

These columns are visible only if you checked [Select part of New Value text] on the [Extend Field Behavior] tab.

Between: Start from where to pick value up from in Body field

End from where to pick value up from in Body field

Position after which to look for value, could be 'Financial contact :'

HideIfUnchanged

(Hid - column next to Key) If you are importing with Replace on larger tables, you will easily get tired of all the data passing your eyes. By setting a check in the HideIfUnchanged field, you will only see that field if there is a change - if you have toggled On the button [Hide Fields If Unchanged] .

Evaluate

This column is only visible if you checked [Evaluate VBA expression to obtain New Value] on the [Extend Field Behavior] tab.

Determines new value, uses Eval function, optionally applied on [SOURCE]. Example: DLookUp("[LastName]", "Employees", "[EmployeeID] = [SOURCE]")

For an example, see Example Imports:  One source table, multiple destination tables

Lookup

This column is only visible if you checked [Specify Lookup query for meaningful strings instead of IDs] on the [Extend Field Behavior] tab.

Query with two fields: 1. ID and 2 String uniquely corresponding

For an example, see Example Imports: TODO

Validate

This column is only visible if you checked [Evaluate VBA expression to obtain New Value] on the [Extend Field Behavior] tab.

Validate can be used for data cleaning purposes.

The expression must return a Boolean, where -1 means OK and 0 means not OK.

MatchID

Identifies a matching record. Is used in Pick up expression (See Source, above).

UseOldValueDefault

Can be set from the [Select Destination Table] tab

When moving to a new record UseOldValue (above) gets the default value

FailContinue

Can be set from the [Select Destination Table] tab, if there are multiple tables only

If checked: don't stop processing records for next tables if processing the record of the current table fails.

Setting up an Import