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Saving, importing, and exporting data
F
ILEMAKER PRO HELP 513
If you’re updating existing records in the file, make sure the found set contains only the
records you want to change. If necessary, sort the records so that data from the correct
record in the source file replaces data in each record in the target file.
If you’re updating matching records, make sure the found set contains only the records
you want to update. Records outside the found set will not be updated, even if
match
field data matches.
7. Choose File menu > Import Records > File.
8. In the Open File dialog box, choose the name of the file that contains the data you want to
import (the source file).
To narrow the choices in the list of files, for Files of type (Windows) or Show (OS X), choose a
file type. Or, choose All Files to see all the files in the current folder that you can import.
9. Click Open.
If you’re importing from a Microsoft Excel file that contains more than one worksheet or includes
a named range, you see the
Specify Excel Data dialog box. Choose the worksheet or named
range to import, then click Continue.
10. Choose a target table:
For more information about importing data into a new table, see About creating a new table for
imported data.
11. In the Import Field Mapping dialog box, choose the type of import to perform, map fields in
your database to the data you want to import, then click Import.
For details on using the Import Field Mapping dialog box and finishing the import process, see
Setting the import action and mapping fields during import.
Related topics
Supported import/export file formats
Sorting records
Records script steps
Setting up recurring imports
You can set up a FileMaker Pro file to automatically update data imported from another file,
such as a Microsoft Excel spreadsheet
. Recurring import occurs automatically every time you
open the file and the first time you view the layout containing the data from the external file. Later,
you can run a script to update data.
When you set up recurring imports, FileMaker Pro creates a new table for the imported data and a
new layout to display the data. You can customize the layout in Layout mode later, if you wish.
Each time you update data, FileMaker Pro deletes data in the recurring import layout and replaces it
with current data from the external file. Data imported via recurring import cannot be modified or
added to in FileMaker
Pro.
Note To set up recurring imports, you must open a file with an account that is assigned the Full
Access privilege set. For information about privilege sets, see About accounts, privilege sets, and
To import the data into In the Target drop-down list, choose
An existing table A table name
A new table New Table