Need help getting started
I have a client server app that manages client records. I am in charge of the training side of the process and as such i need to refresh our "customer base" each week. Due to the fact the backend database is a proprietary format, I am unable to do a sql dump, etc. to get the data in the database.
Thus, I need to add 100+ customers by hand each week. The customer list is an CSV export from Excel.
What I would like to do is to macro record the process and have the AutomationAnywhere app run through the csv file and input the appropriate content in the correct fields.
ie:
CSV file
Johnson, Mark, 123 Main Street, Premium, 555-555-1111
Johnson, Gary, 345 Main Street, Premium, 555-555-1112
Sampler, Micheal, 789 Main Street, Basic, 555-555-1113
Hughes, Nancy, 901 Main Street, Premium, 555-555-1115
maps to fields in the client server app
Last Name..........First Name
Street Address....................Customer Type
Work Phone
I have a basic understanding of the process but am stuck when it comes to mapping the "db" content to the appropriate fields in the Client app.
Any suggestions? Thanks.
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