Importing into and Exporting from Microsoft Excel

Importing

1. Enter the Version 6 software, and press the Maintain button. Open the program area that needs to be exported. To create the export file, click either the Export or the Invt Export button. Remember the name of the export file!

2. Exit Polling and enter Microsoft Excel.

3. Select File | Open... Change the Files of Type area (located at the bottom of the window) to 'Text Files' (*.prn; *.txt; *.csv).

4. Locate the export file that was just created.  Select it and press Open.

5. The next window will be called Text Import Wizard - Step 1.  Select Delimited, Start at Row 1, and File Origin is Windows (ANSI).  Click Next to advance to Step 2.

6. In the Delimiters box, deselect all options and choose Comma.  Select " in the Text Qualifier area.  Do NOT check 'Treat consecutive delimiters as one'.  Click Next and go to Step 3.

7. Select the type of information that you are importing in the 'Column data format'.  Click on the Column and select the type.  The table will import correctly even if this stays at the default setting, which is General.

8. Click Finish and the table will be created.

Exporting

1. Open the Excel file where the information to import is located.

2. If the Export will be imported into Version 6 Polling, make sure the fields are in the correct order!  E-mail support@pcpoll.com for the listings.  To use within Version 6 Polling do not put headings on the fields and type TRUE and FALSE in all capital letters.

3. In Excel, click File and select Save As.  Locate the folder C:\ Program Files\PCPOLL SYSTEMS\V6_***_DATA\Program Exports, where *** is either CRS, Samsung, TEC, or Sharp.

4. Change the Save As Type to CSV (comma delimited (*.csv)).

5. Enter the file name, making sure to use the exact name of the file exported from polling, and do not include an extension.

6.  Click OK.  (If Excel prompts you asking whether or not to keep the file in CSV format, click Yes.)

7. Close Excel and open the folder C:\ Program Files\PCPOLL SYSTEMS\V6_***_DATA\Program Exports.

8. Delete the old .txt file.  Then, right-click once on the *.csv file.  Choose rename, and change the extension to .txt.  Click Yes when Windows prompts asking whether or not you really want to rename the file.

9. Open Version 6 Polling again.  Click the Maintain button, select the machine, and open the program desired to import into.

10. Press the Import button. 

11. Click OK.  The program will automatically retrieve the text file in C:\ Program Files\PCPOLL SYSTEMS\V6_***_DATA\Program Exports.  (Note: You may have to rename the file in order for the program to find it.  If this is necessary, select the Export function.  Delete this file, and rename the Import file to have this name.)