This help page describes the Import function in thegrid Tools menu. If you have data in an electronic format, for example, a spreadsheet, it can generally be imported into the Tracker.
In many cases, importing isn't difficult. You don't need to be a computer expert but do need to have a basic understanding of file formats (like xls and txt) and relational databases. That said, importing tables with many-to-1 relations with more than one table can be challenging.
The Import function isn't designed to convert Tracker 7 data into Tracker 8 formats. Contact us if you want to do that.
We recommend backing up your data before importing (see Backup/Restore).
Let's say, for example, you wanted to import this data.
In the Tracker, the items table contains a description_id field, which means it has a 1-to-many relation with the descriptions table. You need to create a descriptions spreadsheet and import your descriptions before importing your items.
In your descriptions spreadhseet, change 'description' (your column heading) to the field name used in the Tracker's description table ('description_id') then save the spreadsheet as a text file. In the Tracker, open the Descriptions screen, clickthe Tools icon in the main grid menu, Import, then follow the instructions above.
In your items spreadsheet, change 'item #' to 'item_number' and 'description' to 'description_id' (the field names used in the Tracker's items table) then save the spreadsheet as a text file. In the Tracker, open the Descriptions screen. If Items aren't displayed as a subgrid, clickthe Tools icon in the main grid menu, Views then with items. Click the Tools icon in the main grid menu then Import.
You're importing into a table at the '1' end of a 1-to-many relation and need to specify the Related parent field (in this case, the Description name) that will be used to match the imported data with the existing data in the main grid.