I'm sure many of the TrackVia users out there have imported data from an excel spreadsheet... Back in the olden days of record updating you needed a 'record locator' field within both your TrackVia database and your excel spreadsheet being imported.

As of last week this is no longer true. Now when you import your records into TrackVia from excel you can match up the existing records via any field within the Excel spreadsheet.

After playing with this updated feature for a few minutes all I can say is it's AWESOME. You can update massive amounts of records in a few seconds.

I have one customer that does major accounting work within excel and this feature has saved him at least an entire hour of work a day. Back in those olden days he used to have to import the records into a 'import / export' accounting database then export them back to excel with a 'record locator' in his view. Then make the changes and then import back. Now he just needs to click 'import'.

Don't believe me? Give it a try yourself go into a database and select 'Import Data' from the database overview menu. Once you get to step 3 of 3 when updating existing records you can now select specific fields to identify existing records! Give it a couple of tries and you'll be a pro with this feature! I crossed the record locator out of the posted picture below because you no longer need it!