Saving, importing, and exporting data > Importing data into FileMaker Pro Advanced
 

Importing data into FileMaker Pro Advanced

When you import data, you bring data from another source (usually a file) into an existing FileMaker Pro Advanced file.

FileMaker Pro Advanced can import many different file formats. See Supported import/export file formats.

If FileMaker Pro Advanced does not support the format of a particular application, you may be able to export data from that application into a format that FileMaker Pro Advanced supports, and then import that file. For example, FileMaker Pro Advanced does not import Microsoft Access files, but you could export the data from Microsoft Access to Microsoft Excel, and then import that file.

The source file does not need to have the same number of fields in the same order as the FileMaker Pro Advanced target file. During the import process, you can arrange the target fields so that the source data imports into the correct fields, and you can skip fields that you don’t want to import.

Note  To create a new FileMaker Pro Advanced file from another file format, see Converting a data file to a new FileMaker Pro Advanced file.

Methods of importing data into an existing file

There are three ways to import data into an existing file:

add new records to the file

update existing records in the file

update matching records in the file

These options, described below, are available in the Import Field Mapping dialog box when you import data into an existing file. See Importing data into an existing file.

Important  The two options that update records overwrite existing data during the import process and cannot be undone. To safeguard your data, choose File menu > Save a Copy As to make a backup of the FileMaker Pro Advanced file before you perform an import that updates records. You can do this only for a local file (located on your computer).

Adding records

When you add records, the import process creates a new record in the target file for each importable record in the source file.

When you add records from most source file formats, the import process adds all the records from the source file.

Concept art of adding records for import

Updating existing records

When you update existing records, data in the target file is replaced with data from the source file. For each field you import into, data from the first importable record (or row of data) in the source file overwrites fields in the first record in the target file. Data from the second importable record (or row of data) in the source file overwrites fields in the second record in the target file, and so on. When you replace data, FileMaker Pro Advanced doesn’t examine or compare the data in the files.

You can choose whether to replace or not replace data on a field-by-field basis.

Concept art of replacing records for import

Records in the target file are replaced with the same number of records from the source file. If there are more importable records in the source file, data from the extra records in the source file will not be imported unless you also choose Add remaining data as new records. If there are more records in the target file, data in the extra records in the target file will not be replaced.

Updating matching records

When you update matching records, matching records and fields in the target file are updated with data from the source file. For example, you might have a copy of a database on your desktop computer and another copy on your laptop computer. You can update the file in your office with the changes you make on the road.

You determine which records in the source file update which records in the target file by choosing one or more match fields in each file. If data in the match field(s) of a record in the target file matches data in the match field(s) of a record in the source file, the record in the target file will be updated with data from the source file.

Concept art of updating records for import

Match fields must uniquely identify each entity in your database. For example, in a database of people, you could use one match field such as an Employee Number, or multiple match fields such as Last Name, First Name, and Phone Number. (Using Last Name alone might identify more than one person, so it isn’t a good match field to use by itself.)

You also specify the fields you want to import. The contents of all fields you select to import, in all matching records, will overwrite data in the target file, even if the field in the source file is blank.

When the target file contains a found set, only the found records are updated.

The following table shows an example of how a record in a target file appears before and after being updated by a matching record in a source file. In the Mapping column, Match icon (Windows) or Match icon (macOS) indicates a match field, Import icon indicates to import the field, and Do not import icon (Windows) or Do not import icon (macOS) indicates not to import the field.

 

Source file

Mapping

Target file

Result

123-456-7890

Match icon in Windows or Match icon in macOS

123-456-7890

123-456-7890

John

Do not import icon in Windows or Do not import icon in macOS

John

John

Q

Import icon

 

Q

Smith

Do not import icon in Windows

Smith

Smith

456 New Rd.

Import icon

123 Main St.

456 New Rd.

Newtown

Import icon

Anytown

Newtown

USA

Import icon

USA

USA

 

Do not import icon in Windows

3/3/1960

3/3/1960

 

Import icon

(408) 555-6789

 

Notes 

You can only import data into a single table at a time. To import data into related fields, import data directly into the table that contains the related field.

If the source file is a FileMaker Pro Advanced file with multiple tables, you can only import data from a single table at a time. To import fields from related tables, import directly from the table that contains the field.

If the source file is a FileMaker Pro Advanced file, you can import only the records in the found set and skip importing the omitted records. See FileMaker Pro format.

To ensure that imported data is correctly formatted, you can define fields so that data is validated as it is imported. During import, data is skipped when it does not conform to the validation options you set. See About validating data during import.

If you routinely import data from the same source, you can automate the process by setting up recurring imports or by creating a script that uses the Import Records script step. See Setting up recurring imports and Automating tasks with scripts.

Related topics 

Querying an ODBC data source from FileMaker Pro Advanced

Saving, importing, and exporting data

Setting the import action and mapping fields during import

About creating a new table for imported data

Setting up recurring imports