Workbook Converter FAQ

The following are frequently asked questions and recommendations regarding the Workbook Converter:

How much time is need to run a data conversion?

The amount of time needed to run a data conversion varies for each database and depends on many factors. You can generally expect to convert about 16 contacts per second when not creating usernames and passwords for the contacts. If you are creating usernames and passwords, expect at least one second per contact.

Does the Workbook Converter support Dynamic Content Item-generated user defined tables? What about Desktop-created user defined tables?

Yes, data in user defined tables can be populated in the workbook. In addition, certain other existing tables and tables you define at runtime can be added to the workbook.

What should I do if I have a problem with the conversion data?

The initial run should occur with the Test Only checkbox selected to ensure that the basic workbook structure and definitions are correct. Then, after any errors or warnings are addressed, run the Workbook Converter again with the Test Only option not selected.

There may still be problems that can only be detected during the actual conversion. If problems arise, then the process is to restore the database backup, analyze and correct the errors reported by the Workbook Converter, and then rerun the application.

If you are working on a conversion with tens or hundreds of thousands of contacts and related records, you can define a set of Excel workbooks. Meaning, you will have a main workbook and a number of child CSV (comma separated value) text files.

What is the procedure if there is a failure mid-conversion?

You should analyze the failure, correct the workbook data, restore the target database to a known good pre-conversion version, recycle the IIS ASI scheduler instance associated with the database, then re-run the conversion application.

Does the importer use the ID column as the iMIS ID?

The Workbook Converter will attempt to set the ID to the one defined in the contact worksheet. The ID defined in the workbook is used to associate contact-related items to one another, such as additional addresses and transaction data. This is why it is important that all data be contained in a single workbook.

Recommendations

  • It is recommended that you have at least 12 Gb of memory.
  • The more input CSV files of relatively smaller size, the better.