Q: How do I import records from Excel into the Desktop or the Client/Server Edition?

A: To import employee records:

1. From any screen, click Import Data from the navigation pane on the left. The Import screen will open.
2. Click Import Employee Records. The import dialog will open.
3. Click Browse. A browse box will open.
4. Select the location where you want to save your template and click OK.
5. Click Open Template to open the template file in Excel
   
6. Paste in your data. You will need to paste your data into the existing columns.
   
7. Close and Save the file.
8. Return to TRAIN TRACK. (In version 10, select to match any existing employees by Name or ID Number).
   
9. Click Import. You will see a message indicating the number of records imported.
10. Click Close.

Tip: re-arrange the columns in your source file to match the template, then copy and paste the
entire block of data at once. Paste your data below the column headings, and do not delete or
move the column headings. If you do not have any data for some of the columns, just leave them blank. Remove any apostrophes or ampersands.

Version 10:

Importing by Employee Name - if you are importing a record with an employee name that already exists in your TRAIN TRACK® database, the new information will be added to the existing record. If a new employee number is specified in your Excel file, this number will overwrite the existing employee number.

Importing by File Number- If you are importing a record for an employee with an ID number (File Number) that already exists in your TRAIN TRACK® database, the new information will be added to the existing record. If a new (or modified) employee name is specified in your Excel file, this name will overwrite the existing employee name.