Help

Saving, importing, and exporting data
F
ILEMAKER PRO HELP 514
extended privileges. Users do not need to use an account with Full Access privileges to use
recurring import after it has been set up in a file.
To set up recurring imports:
1. Create a new file or open the file in which you want to set up recurring imports. See Creating
a FileMaker Pro file or Opening files.
2. In Browse mode, choose File menu > Import Records > File.
3. For Files of type (Windows) or Show (OS X), select the type of file you want to import. For
example, choose Excel Workbooks (*xlsx).
For a list of supported file types, see Supported import/export file formats.
4. Locate and select the file containing data you want to import.
5. Select Set up as automatic recurring import, then click Open.
The path of the file you selected appears in the Recurring Import Setup dialog box.
6. To skip importing column headings, select Don’t import first record (Contains field
names).
7. Accept the default layout name or type a new name for the layout FileMaker Pro will create
to display the imported data.
8. Accept the default script name or type a new name for the script you can use to update data
manually.
9. Click OK.
10. If you are importing data from an Excel file, you can import by worksheet or by named
range.
Note You can import data from only one worksheet or named range per layout.
The new layout appears in Browse mode in Table View. For more information about Table View,
see
Viewing records as a form, list, or table.
Notes
• Recurring import creates a new table and layout for imported data. If you want to add
imported data to an existing table or layout in your database, see
Importing data into
FileMaker Pro.
• Data changes in external files must be saved in the original application before
FileMaker
Pro can import them.
• Recurring import is an import-only process. To make changes to the data, first modify data
in the source file. Next import data in the FileMaker
Pro file by clicking the script button on
the recurring import layout. If changes are made to the data while the FileMaker
Pro file is
To Do this
Import data by worksheet Select Display worksheets, select the
worksheet you want to import, then click
Continue.
Import data by named range Select Display named ranges, select the
named range you want to import, then click
Continue.