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TravRoute CoPilot 2002 User Manual

Page 43

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3)

Click on each column header and select an identifier for that column from

the menu that pops up. Headers that must be included to import a text file

are: Name, Address 1, City, State, and ZIP Code. You may also choose a

pre-formatted set of columns from the Column Order list (click on the

arrow to see the list).

4)

If you change any of the column headers, the next screen will give you the

option to save the new set of columns you created as a custom file format

that will appear in the Column Order list in the future. To do this, click on

the check box and enter a name for the new set under Column

Description.

5)

Now choose an output file name for the new set of pushpins you will create.

6)

Click on Finish. When processing is finished, the new set of pushpins will

be added to your list of places in the Custom Places dialog (select

Custom Places from the Data Import menu).

To Import a Microsoft Excel File:

1)

Follow step 1 above.

2)

If your Excel file contains more than one sheet, select the sheet containing

the data you want to import from the drop-down menu. If the first row

contains column headings, make sure to place a check mark in the Column

Headings in first row box. Click Next when you are satisfied.

3)

Scroll through the columns and use the drop-down menu in the second row

to select the type of information to be included in the pushpin. Keep in

mind the following fields are required for the import process: Name,

Address, City, State, and ZIP Code. When you are satisfied click the

Next button.

4)

Select an output file name and location for the finished set of contacts.

Click Finish. When processing is finished, the new set of pushpins will be

added to your list of places in the Custom Places dialog (select

Custom Places from the Data Import menu).