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Importing Data

Create a new database and CSV file

Importing the CSV Files

From the upper right had side of the ObitEditor screen, click on the "CSV Import / Export" tab.

Double-click on the image below for a larger screenshot.

• To import the obituaries click on the "Import Obituaries" button.
• To import the source information click on "Import Publisher Sources" button.
• To import the archive information click on "Import Archive Information" button.

Importing Transcriptions

Prepared for import

Double-click on the image below for a larger screenshot.

Importing

1. Select the file you are importing to (the DB file that you created with the ObitEditor)
2. Select / browse for the files you are importing from. (the CSV file that you edited with your spreadsheet program)
3. Match the CSV Fields to the ObitEditor fields you are importing. (right column to left column)
   • Use the "Smart Match" button. It will try to automatically match up the fields.
   • Review the matches made by the Smart Match feature and make any changes needed to the field matching.
4. Click on "Import"

Notes

Take note that after importing into a new blank database the very first record of the database will be blank. This is normal and the blank record may be deleted in the ObitEditor. All of your data will follow.

If you would like to see the data sorted in the ObitEditor in the order that it was imported you will need to select the "No Sort" option in the ObitEditor

Importing Obituary Information Sheets

Prepared for import

Double-click on the image below for a larger screenshot.

Importing

1. Select the file you are importing to (the DB file that you created with the ObitEditor)
2. Select / browse for the files you are importing from. (the CSV file that you edited with your spreadsheet program)
3. Match the CSV Fields to the ObitEditor fields you are importing. (right column to left column)
   • Use the "Smart Match" button. It will try to automatically match up the fields.
   • Review the matches made by the Smart Match feature and make any changes needed to the field matching.
4. Click on "Import"

Notes

Take note that after importing into a new blank database the very first record of the database will be blank. This is normal and the blank record may be deleted in the ObitEditor. All of your data will follow.

This imported information can be viewed in the ObitEditor by "Add/Edit Sources" button.

Importing Archive Information Sheets

Prepared for import

Double-click on the image below for a larger screenshot.

Importing

1. Select the file you are importing to (the DB file that you created with the ObitEditor)
2. Select / browse for the files you are importing from. (the CSV file that you edited with your spreadsheet program)
3. Match the CSV Fields to the ObitEditor fields you are importing. (right column to left column)
   • Use the "Smart Match" button. It will try to automatically match up the fields.
   • Review the matches made by the Smart Match feature and make any changes needed to the field matching.
4. Click on "Import"

Notes

Take note that after importing into a new blank database the very first record of the database will be blank. This is normal and the blank record may be deleted in the ObitEditor. All of your data will follow.

This imported information can be viewed in the ObitEditor by "Add/Edit Sources" button.