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Databases - How to upload a database
Click on the database icon from the main menu.
Select 'add new database'  Enter the details on the database settings screen:  - Database name: input a descriptive name for the database
- Upload data: upload some data in an Excel spreadsheet. The contents of the spreadsheet will be used as a database, with each spreadsheet row comprising one single record of information.
The first row of your spreadsheet should be column headings. These determine the field names for the records.
For example, a spreadsheet containing information about contact names and addresses might look something like this: | Surname | First names | Address 1 | Address 2 | Postcode |
| Smith | John | 5 Any Street | Any Town | AT1 3QZ |
| Smith | Nancy Jane | 5 Any Street | Any Town | AT1 3QZ |
| Jones | Paul | 17 Another Street | Any Town | AT2 9LP |
Note how there is one record per row, there are no blank rows between records, and the first row contains the headings so they can be identified on the system.
Once uploaded, you will be returned to the database listing screen. Select the settings button to be directed to advanced settings where you can define the settings of the database.
The database advanced settings will require you to fill in some details about the uploaded data.  - Database name: displays the name you have currently given the database.
- Upload data: if the database is ever changed or updated it can be here uploaded again.
- Download data: you can select to download the current uploaded database. NOTE: on selecting to download, the database will only display data that that user has uploaded, and all they can do is add or replace the rows they themselves put there.
- Searchable fields: Specify the fields that should be looked up for whatever the user searches for, in order of precedence. For instance if you put "Surname" and "information" as the first two search fields, then a user searching for "Blackburn" would be shown matches on both surname and town, but with the surname matches shown first.
- A-to-Z field: If you enable the A-to-Z listing, then set which field is to be used for the listing here. For instance if you have a database of company contact details and want the user to be able to list companies by the company name, select the company name field here.
- Category fields: If you enable the category listing, select the fields which determine a record's category here. For example, if you want users to be able to browse by county and town, select the county field as the first category field and the town field as the second - this means that the county will be used as the top-level category and the town will be used as a subcategory underneath it. If you have only one category field but it describes multiple subcategories (like a pathname in Windows, eg "Category \ Subcategory \ SubSubcategory") then you can specify the separator - in the example just given it would be \ but you can choose a different one to suit your database.
- Once you are done, click on the Store Changes button, which will store the changes you have made and return you to the database listing screen.
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