Importing Spreadsheet Data into MaxScheduler

We have found that many of our customers have their data in a spreadsheet program. We have added a feature, Import/Export | Import file and configure to make it easier to move the data from the spreadsheet into MaxScheduler.

Step 1
This auto-configure option is expecting the incoming data to be in a certain form. The first row has labels for the columns of data. The remaining rows are the data with some of the fields filled in with real values. There can be empty cells, MaxScheduler will just treat them as empty. Here is a sample of the form:

Step 2
In the spreadsheet program, save your data file in form called .CSV. CSV stands for Comma Separated Values. This is really a text file with the data separated by commas and into rows. This can usually be done through File | Save As. There is an option called 'Save As Type', select 'CSV (Comma delimited) (*.csv)' from the drop menu. Here is the Save As dialog from Excel:

Make sure to save the new CSV file in the Import directory of MaxScheduler. This will make it available in MaxScheduler.

Step 3
Open up MaxScheduler and select the option Import/Export | Import file and configure. This will import the CSV file. The auto configuration will use the column labels to do import configuration, described here: Import data configuration. It will also adjust the, Board data configuration. The first row of the import file will be removed because this contains labels, not real data. Your spreadsheet data should appear in the List view at the bottom of the screening for you to start scheduling: