Exporting and importing NOAH System 3 client records

Exporting client records - all or subsets

1. Open NOAH System. In the Client Register, click File > Client Export. The Export Clients window opens.
2. Click Next.
3. In the Export type window, select from the options:

• ....(native NOAH 3 format): This data can be imported into another NOAH database.
• ....(comma-separated format): This data can be imported into a spreadsheet or database for simple data analysis, or into a word processor for mail merge. Choose from among demographic, fitting instrument or fitting remote data.
• ....(XML format): This data can be used by academic and research facilities requiring more extensive data analysis.

4. Click Next. The available options depend on the export type you chose in step 3:

• ....(native NOAH 3 format): The Export Client window opens.
  • To export by group, check Group number. Use the pull-down menu to select a group. Click Next.
  • To export all clients, check From the selection list. Press Ctrl A. Click Next.
  • To select most of the clients, check From the selection list. Press Ctrl A. Then hold down the Ctrl key and click on the clients you wish to omit. Click Next.
  • To select a few of the clients, check From the selection list. Hold down the Ctrl key and click on the clients you wish to include. Click Next.
• ....(comma-separated format): The Save As window opens.
• ....(XML format): The Export Client window opens.
  • To create one file containing all records, select Export to a single file. Click Next.
  • To create multiple files, each containing data for a single client, select Export to multiple files. Click Next.

5. The Save As window opens. Enter a name for the file. Use the pull-down menu to select a location for the file. Remember this location as you will need it later when you import the file. Click Save. TheExport Clients window opens.
6. Click Finish. When all clients are exported, click OK.

Importing client records

1. Open NOAH System. In the Client Register, click File > Client Import. The Import Clients window opens.
2. Click Next.
3. In the Type of data to import window, select from the options. Select the same format as used when the export file was created.
4. Click Next. The Save As window opens. Use the pull-down menu to locate your file. Click Open.
5. You may see some extra information windows:

• New users in database: If the import file contains records that were created by a user not currently in the database, click Add Users, then click Next.
• Duplicate records: If the import file contains records that already exist in the database:
  • To add new information from the imported file to the existing record: Click Merge to merge the displayed record, or Merge All to merge all records.

NOTE: This command only adds information to existing record fields which are blank, and only adds actions that do not already exist in the database. Existing information is NOT changed.

• To replace the information in the existing record with the imported file: ClickReplace to replace the displayed record, or Replace All to replace all records.
• To create a new client record from the imported record: Click New. If you are using manual client numbering, NOAH will ask you to enter a new client number.
• To skip importing the client record: Click Skip.
• To cancel the entire import, click Cancel.

6. Click Finish to complete the import.
7. Click OK when all clients have been imported.