Guest Mark Songi Posted March 25, 2021 Report Share Posted March 25, 2021 I have been using Sortly for the past couple of years and I want to move to a purchased rather than "rented" database so am trialling HM. Would it be of use if I keep notes of how I get on? Is there anyone at HM I should send this to? So far I am impressed, I had not been expecting to be able to import the photos from Sortly, but this seems to work perfectly for at least 1 photo per item (with around 250 items and 1,000 photos this will save me weeks of work). Firstly I may have missed it but is there any guidance or hints and tips on doing this transfer effectively, in addition to importing csv in the HomeManage Getting Started Guide? I have tried searching the forums for "Import" and "Sortly" and "Field" and also didn't see a video tutorial but may have missed a relevant source? Particular areas are: a mapping of standard Sortly fields to standard HM fields that someone has set up? Can I save and edit mappings from the csv file to the destination fields in HM? I seem to have to recreate the mapping for each import? Ideally I would "borrow" someone's as a starting point" Is there list (data dictionary) of the HM "Destination Fields" (or should I find the relevant access table) as I prefer to write out the mapping first. Thanks Mark Quote Link to comment Share on other sites More sharing options...
admin Posted March 25, 2021 Report Share Posted March 25, 2021 Hi, we did a video on importing as shown below. Being able to create an import "template" is not a feature in the program at this time. Maybe someone else has imported from Sortly and can help with mapping fields. Quote Link to comment Share on other sites More sharing options...
Guest Mark Songi Posted March 27, 2021 Report Share Posted March 27, 2021 Thank you, I had seen the video so was half way there. These videos have been very helpful. The import from Sortly was successful. In case it helps others the mapping i used is below. Particularly impressive were that: Photos are imported from Sortly via the web links directly. Home Mange can record replacement value for insurance purposes Can calculate profit or loss on sale which is helpful when dealing with a deceased estate Sortly export Maps to HomeManage Comment Entry Name DescriptiveName Entry Type Not relevant SID Use new ID from Home Manage Quantity Quantity Unit Not used by me Min Level Not used by me Price ? Value TotalCost Quantity x Price in Sortly Notes Comments Tags Not used by HomeMange? Category will be manually populated Primary Folder PresentLocation Location Subfolder-level1 RoomID Subfolder-level2 Not used by HomeMange? Subfolder-level3 Not used by HomeMange? Subfolder-level4 Not used by HomeMange? Photo1 Image1Caption Downloads images from Sortly directly Photo2 Image2Caption Image3Caption Photo4 Image4Caption Photo5 Image5Caption Photo6 Image6Caption Photo7 Image7Caption Photo8 Image8Caption Barcode/QR1-Data Note used by me Barcode/QR1-Type Note used by me Barcode/QR2-Data Note used by me Barcode/QR2-Type Note used by me Product Detail (SKU, Part #) Note used by me Serial Number Serial Number Web Note used by me Purchase Date Date Purchased Return Date Note used by me Warranty Expiry Date WarrantyExpire Borrower Name Not used by me Lent On Not used by me Quote Link to comment Share on other sites More sharing options...
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