Need help getting started

[nriddock]

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.

[forumsupport]

Hello,

Using Automation Anywhere, you can do this easily. Transferring data between two applications or importing data into any application is one of the popular usages of Automation Anywhere. For example, Transfer data from Excel to a webpage or from webpage to the Excel, or transfer data from Excel to a database, or from database to database etc.

You can use Database command to connect to your database (CSV or MDB) and issue SQL queries or INSERT/UPDATE/DELETE statements. If you want to transfer data from your database to some other application then you can use these commands and Loop for each row in SQL Query dataset command.
To access the result returned by the SQL Query, use the $Dataset Column$ System variable provided by Automation Anywhere. Use Loop for Each row in a SQL query dataset option to loop through all the rows of the SQL Query result. To access each column use $Dataset Column(index)$ for e.g. to get the first column use $Dataset Column(1)$.

For your convenience, we have attached sample task (DataTransfer4mCSV2MDB.atmn) in attached DT.zip file. Copy it under location, 'C:\...\My Documents\Automation Anywhere\Automation Anywhere\My Tasks' folder. Copy db1.mdb and Data2.csv under C:\.
When you will run this task, it will transfer data from Data2.csv to ‘custdata’ table of db1.

Hope that helps.