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CIS Data Import

As the software developer for the TQMS' Continuous Improvement Software system, we support the Import Data into CIS. The import of Users (Administrators, Managers, Users, Customers, Suppliers, Subcontractors and Employees) can be done in one day for as little as $75 with properly formatted spreadsheet data (see below for the spreadsheet guidelines). The less work we do in formatting the data, the less the cost of the import job. Other data imports (i.e., Special Requirements, etc.) will need to be quoted after receiving the spreadsheet data.
 

Contact us for more information and a quote!
 

CSV Files for User Data Imports

There are two types of CSV import files:

bulletFor users (Administrator, Manager, User, Customer, Supplier and Subcontractor) and
bulletEmployees.

The first row should have column name in the proper sequence (download the sample CSV spreadsheets to obtain this row) as illustrated below.

For Users (Administrator, Manager, User, Customer, Supplier and Subcontractor)

Click here to download sample .csv file...

Here is the format for the supplier records in vendor table, you must add vendor’s field in the last column.

Click here to download sample .csv file...

For Employee

Click here to download sample .csv file...

Saving the CSV File Format in Excel

Open your spreadsheet in MS Excel and copy the needed rows (with column header) and paste it in new .xsl file (you cannot have multiple worksheets in the .xsl file). Then click on save icon, the save dialog will be prompted and select the "Save as Type" = "CSV (Comma delimited) (*.csv)" and click "Save" button.

 

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