Open Excel Templates

MENU: TOOLS > IMPORT / EXPORT DATA > OPEN EXCEL TEMPLATES

eForms Standard & Enterprise Only

This menu item opens the Excel import templates using your default spreadsheet editor. The templates were installed with eForms in a subfolder named DB in the same folder where eForms was installed. Use the Excel import templates as a guide in creating an import file that can be used to import data from third party applications into eForms. The Excel import templates also contain a sheet with sample data as an example of how data on the sheets should be entered.

NOTE: Use your spreadsheet editor's "Save As" function to save the spreadsheet containing your data under a different filename. Failure  to do this will cause the Excel import template to be overwritten by the file containing your data; making your import data available to all other users of eForms (as well as permanently deleting the Excel templates).