Learn Goal 1 - Part 1: Bring your customer information into FileMaker Pro

Document created by Kedar on Dec 9, 2014Last modified by communitymanager on May 12, 2015
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As a first step, you'll convert your sales team’s customer spreadsheet into a FileMaker Pro database file. This is easy – just drag and drop!

 

 

Goal

Create a new FileMaker Pro database file from an Excel spreadsheet.

 

 

Steps

  1. Open FileMaker Pro.

    If the Launch Center window opens, go ahead and close it you don't need it for drag and drop.


  2. Locate the Landscaping.xslx spreadsheet file located in the Spreadsheet folder of your sample data.


  3. Drag the Landscaping.xslx spreadsheet file onto the FileMaker Pro icon in the dock (Mac) or the task bar (Windows).

    The Specify Excel Data dialog box appears (this only happens when your spreadsheet has more than one workbook).

    specify excel data.png

  4. Choose the Customers worksheet and click the Continue button.

    The First Row Option dialog box appears.


  5. Choose the Field names radio button.

    Use this option whenever your spreadsheet includes a header row that provides field names.

    first row option.png


  6. Click the OK button.

    The "Create a new file named:" dialog box appears.


  7. Locate the Save As field at the top of the dialog box.

    FileMaker Pro suggests the filename Landscaping Converted.fmp12.

    New File.png


  8. Change the filename to Landscaping.fmp12.

    This is the name of your converted file.


  9. If necessary, use the left-hand panel to navigate to the Desktop.


  10. Click the Save button in the lower right of the dialog box.

    Your converted database file is displayed, showing your data similarly to how it appears in your spreadsheet.

    If you’re used to Excel, you might expect to see record numbers down the left of the screen. FileMaker Pro doesn’t do this: the numbers you see in the first column are actual data, and depend on which records you are viewing.

    Here is the same data as displayed in Excel and FileMaker Pro:

    Excel
    pasted-image-56.png


    FileMaker Pro
    landscaping converted.png

 

 

Congratulations, you have just created a new FileMaker Pro database file from a spreadsheet!


In the next section, you’ll learn to work with the data in this file.


     

      

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