Create an Import into the Transaction Database – BACKTRACK Instruction Article

Summary

This article explains how to successfully import transaction type data into an item table in BACKTRACK 2012 using the ‘Import’ function.

Important Notes:

Importing transactions into the Transaction table will have the same affect as doing transactions. In other words, importing a “Check Out” of an Item will cause that item to be checked out.

BACKTRACK requires these 3 fields to be able to successfully import into an transaction table
- Item ID
- Location
- Transaction Type

Steps:

Have a CSV file with intended data meant to import to BACKTRACK
In BACKTRACK, navigate to Main menu > Database maintenance > Transfer functions > Import data
Select the ‘New’ button
Enter a name for the import and select ‘Transactions data file’ > Ok
Select the proper fields matching the fields in order on the CSV file and click on the right arrow button
On the ‘File options’ tab > select the proper CSV file format > Click on the ellipses and navigate/select the CSV file
Select OK
Highlight your newly create import and click on ‘Import’
Review that the information on this screen is accurate and select ‘Import’

Instructions Written with:
OS (PC): Microsoft Windows XP, 7, 8 Microsoft Windows Server 2008, 2008 R2
Application: Teklynx BACKTRACK v2012.0.3