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Step 1: Open StudioPlus's Database Utility.
Step 2: Click the Backup Data Files Button and select a location to backup your data. A file will be created with a name similar to 20080417.zip.
Note:The first part of the backup file name is the year, followed by the month, and final the day. For example, the above backup is for April, 17 2008.
Step 3: Unzip the file and open it. It should contain a file that ends with mdb. For example, SamDB.mdb
Step 3: Open the mdb file, in this example it would be SamDB.mdb. It will open in Microsft Access.
Step 4: Find the table called 'tblClients' and open it by double clicking on it.
Step 5: Go to the tab that reads "External Data" and click in the export section click on the Excel button. Click on the OK button to save the excel file.
Step 6: Go to where you saved the file, which by default will be saved as tblClients.xls, and open it. It will open in Microsoft Excel.
Step 7: The following columns should be renamed as:
| StudioPlus Column Name |
Rename Column to |
| fldCompanyName | Company Name |
| fldName1 | First Name |
| fldName2 | Last Name |
| fldAdd1 |
Street Address |
| fldAdd2 |
This column needs to be merged with fldAdd1. |
| fldCity | City |
| fldState | State |
| fldZip | Zip Code |
| fldEmail | Email Address |
| fldHome | Home Phone |
| fldOther4 |
Work Phone |
| fldOther2 |
Cell Phone |
| fldNotes | Notes |
Note: All other columns should be removed from the excel sheet.
Step 8: At this point simple follow the StudioCloud video tutorial which shows you how to import a spreadsheet of clients into StudioCloud. The tutorial can be found here.
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