If you have other information you need to import such as donations, dues payments or volunteer hours, or if you feel like the project is larger than you want to attempt, please call our Support Office at 80 to discuss Import Assistance options. Inserting a PDF Into Excel In the Excel file, head over to the Insert tab and then click the Object button. The instructions in the attached ContactsImportFromExcel.pdf relate to specifically importing data into the Contacts database. If you have very lengthy descriptions in your fields, or if you feel like the project is larger than you want to attempt, please call our Support Office at 80 to discuss Import Assistance options.
The instructions in the attached CollectionsImportFromExcel.pdf relate to specifically importing data into the 4 Catalogs (Objects, Photos, Archives, Library) and Accessions. You will most likely need to do cleanup of your Excel file to make the data usable in PastPerfect. Before starting any import, it is important to back up your data and review the information in your Excel file. Please follow all the steps in the attached documents very carefully before proceeding. Although the steps to import seem simple, there are several things to consider before starting an import to ensure the data is properly transferred.
PastPerfect has the option to import Catalog, Accession, and Contact records from an Excel spreadsheet into PastPerfect. But sometimes, you have data in another program that you need to reference it might be in Microsoft Excel, a PDF, or another Word document.
For Version 4.0, please click here to download "v4_import.PDF" instructions.
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