How to import your own database into DOKTOMY?
Going through our blog you already know how to create document templates for generating purposes. But did you know that you can import your own databases for example with employees / potential customers / service providers / service recipients and many other lists, straight to the dashboard of the DOKTOMY document generator?
You don’t have to rewrite and manually add each person (record) separately. You can import your own database into the DOKTOMY document generator with two clicks.
Organizing the database
If you want to import an external file, first, organize your data in this file. In example if you use an Excel, separate individual information such as: Name, Surname, postal code, street, etc. into separate columns. This will avoid downloading and uploading incorrect content to the template. Then, when the file is ready, use the top menu bar and select Databases -> Add new database.
You will be asked to give a name to the new database, a short description and select the file from which the data will be uploaded and imported. After importing the database, DESKTOMY presents a preview of how the content has been divided. In this place you can use the option that your file contains column names.
Completing data in the document generator
The next step while importing your database into the document generator is to define which column is responsible for which information and whether it should be compulsory to complete or not.
Additionally, you can change and set the order of columns, regardless of the file from which the database was generated. Apart from downloaded and imported data, you can specify additional fields that you can complete manually, or you can leave them blank.
Check the correctness of the data in the document generator
Our imported database is visible in the Databases tab. You can see basic information about the database, including the number of (records) assigned to this database.
After clicking ‘Show records’, you will see whether the database import to the configurator was successful and all information was loaded correctly. If you leave some fields empty, in previous step, you can edit it at any time, just like the other data. Thanks to the ‘Import database to the generator’ option, you do not have to worry about files waiting for your free time to be manually transferred, entered and loaded into the program. With our document generator, you can import databases with countless amounts of data! We guarantee that generating the contract will be pleasant and, above all, fast! Use the contract generator and check how our database import works!