Going Further with matchIT - Using the Manual Import Wizard

If you are unable to use the Automatic Import Wizard to determine the type of data in each field, choose Switch to Manual Wizard. You can then see your data (one field at a time) and name each field in turn, as shown below.  For each field, the choices are similar to the automatic process, described in the ”Getting Started Guide”.  Here, though, you can change the suggested field width in one of two ways - you can either click on the Field Width Ruler at the top of the dialog box, or type in the value in the Field Width window near the top right of the dialog box. If you’re not sure what to do, the Notes at the bottom of the screen give relevant instructions at any stage, depending on the data shown in the Contents of Field window.

To describe the Manual Wizard process we will use EXAMPLE1.TXT as a guide. In EXAMPLE1.TXT the first field contains all the elements of the addressee’s name, so it should be named FULLNAME/ADDRESSEE from the drop down list of field names below the main window area. Once you have named the first field, click on the Forward button to move on to the next field. The second field in the Rest of World sample data file contains job titles, so scroll through the drop down list to select JOB TITLE. The next field is clearly company name, so select COMPANY from the list. The next 3 fields are all address lines, and you should select ADDRESS LINE from the list for each of these fields. Within some records the next field contains a Zip or Postcode, but within most records it contains address data, so select ADDRESS LINE. By default, matchIT finds Zip codes and Postcodes in the address lines and moves them to a specific field. matchIT does not require State to be in a fixed field, but it can relocate it to a fixed field if required.  

The next field is a separate Zip or Postcode field, so the relevant field name is ZIP/POSTCODE from the drop down list. Change the width of this field to 10 characters, either by clicking on the field width ruler at the top of the dialog, or changing the value in the Field Width box at the top right. The last field in the US sample data file is telephone number, which is also selectable from the drop down list. You can go back to a previously named field and change the name or width if you wish, before leaving the Import Wizard’s file layout stage.

When you have named the last of the fields in your data, the Import Wizard displays the message ’No more Fields’ in the Contents of Field window and the Continue button becomes active.