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Note: several of the how to guides were written for a specific Jolly product, but the concepts and techniques discussed in each guide typically apply to other Jolly products.

  1. Using an administrator account, open the software and select the ‘Record Center’ button:

    record_1.png

  2. Select the dropdown arrow near the ‘Print’ button and select the ‘Records’ > ‘Import Records ’ option:

    record_2.png

  3. Select the ‘Database Settings’ button:

    record_3.png

  4. Select the ‘Select Database’ button:

    record_4.png

  5. Select the type of database to import from using the ‘Database Type’ dropdown menu (here we are importing from a Microsoft Access database file). Browse to find the database as appropriate and set any appropriate settings to connect to your original database. Select the ‘Ok’ button:

    record_5.png

  6. The software will attempt to automatically map fields but these can be changed by you. Select the ‘Ok’ button:

    record_6.png

  7. Select the records that you want to import. Select the ‘Import’ button:

    record_7.png

  8. Select the ‘Yes’ button:

    record_8.png

  9. Select the ‘Yes’ button if you want to overwrite existing records with a matching ID number. If you are unsure, it is often better to select the ‘No’ button:

    record_9.png

  10. Select the ‘Ok’ button:

    record_10.png