Importing And Exporting

Importing

In Browse Mode, choose "Import" in the gray menu bar at the top of the window to import member, swap events and other points records. If you don't have access privileges to create records (if you logged in as a Guest), Swap Keeper doesn't import and add new records.

When importing your data, match the data to the following fields: 

For Members:First Name.t, Last Name.t, Address.t, CityStateZip.t, Phone numbers, Email Address, etc.

For Swap Events: Event Date.d, Sitter Name.t (plus points), Sittee Name.t (minus points), and Points.n (amount of points). Then Import. Once data is imported, assign the correct Member ID to each Sitter and Sittee by clicking in Sitter ID field and Sittee ID field and picking the appropriate member from the list.

For Other Points: Event Date.d, Receiver Name.t (plus points), Giver Name.t (minus points), and Points.n (amount of points). Then Import. Once data is imported, assign the correct Member ID to each Receiver and Giver by clicking in Receiver ID field and Giver ID field and picking the appropriate member from the list. On a Mac, hold down the "Command" key to select multiple members. On Windows, hold down the "Alt" key to select multiple members.

Exporting

In Browse Mode, choose "Save" in the gray menu bar at the top of the window to create a PDF of a screen or to export data to Microsoft Excel, depending on your computer's capabilities.

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