Importing Homebase 2.3 Data
into BookTrakker
If you would like us to do the
import for you then please make arrangements with us by
sending an email to support@booktrakker.com
Please indicate if you have
images using your Homebase
Book Number as identifier. We will then schedule a time to do the import. You will have
to upload your Homebase database to our server. We have
instructions for this. Expect the import process to take at
least 24 hours, more if over a weekend.
If you use alpha-numeric Book Numbers then you need to
set up BookTrakker for that first, and also change what
field you import your Book Number into. At the top of the
screen: Tools > Options Check "Use
Alpha Record Code." Restart BookTrakker. Make sure
you also do step 8 in the instructions below.
If you have been using
alpha-numeric Book Numbers but
want to switch to numeric for
future listings without losing
your previous Book Numbers
(especially if you have images
associated with these numbers)
then set BookTrakker for
alpha-numeric (above) then
follow directions below,
making sure you do Step 8.
After you do your import
uncheck "Use Alpha Record
Code" in Tools >
Options in BookTrakker.
Previous Book Numbers will
load in the online services as
alpha-numeric, but new
listings will become numeric.
You might also consider doing
additional mapping of Book_ ID
into one of the Optional
Fields so you can Find records
based on the old Book Numbers.
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1. |
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Select Tools > Options >
Records. At the bottom is Delete Sample
Database. Click it, restart
BookTrakker.(Only works if less
than 125 records in database)
Close BookTrakker. Doubleclick the Backup
BTPro icon on your desktop to Backup
this starter database. Either set a Backup
location or use the default. click OK.
Finish the Backup, click OK. If
you need to Restore, then
doubleclick Restore BTPro, and
check Restore All, Restore
From last Backup File, then OK. |
2. |
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Select Help > Contents > Importing Data > Homebase 2
Read about importing records from
Homebase. |
3. |
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Close
Homebase. |
4. |
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Select File > Import ( >
Standard) if you have Version 3.1 or 3.2
or 3.3 or 3.4 |
5. |
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Select Homebase 2 from the dropdown list that says
Interloc.
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6. |
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Click the
yellow folder button, navigate to the
hbdata.hbd file in the Homebase folder. Click
Open. You may find this file in hb2 or Program Files/Homebase
or hb2
DO NOT EXPORT A FILE FROM HOMEBASE TO
IMPORT INTO BOOKTRAKKER! |
7. |
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Click Homebase 2
Setup.
Decide if you want us to edit incoming data. (You can always change it later.)
Close form. Do Step 8 if you use
alpha-numeric record numbers. If not, go to Step 9. |
8. |
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Click Map Import
Fields. This step is to set up the import
of Alpha-Numeric Record Numbers.
Note Book Number at the top of
the list, left side, with Book_ID across from it. Click into
the Book_ID field, click the dropdown v button that
appears, and select Record_Code near the bottom of the list.
Make sure you
set BookTrakker to display
Alphanumeric Record Numbers.
Instructions at the bottom of this
page.
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9. |
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Click Map Import
Fields. (Or continue if you did this in Step 8)
Scroll down the list of Homebase fields,
find Publisher Year. Across from that you will see
Date. Click in this field, a dropdown button (v) will appear,
select DateAlpha from the list. You
must do this mapping change if you want
your Date to appear in BookTrakker.
If DateAlpha is already present, do not change to
Date.
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10. |
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Look for
Notes in the list on the left, notice that it
maps into Notes on the right. BookTrakker has three equal size fields for descriptive information, Defects, Features and Notes. Defects and Features have reusable Phrase Lists, you might want to import Homebase Description/Comments (Notes) into one of these two fields. Click into the right side for the Dropdown list of BookTrakker fields; select Defects or Features from the list.
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11. |
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Make any other necessary changes to the Import Mapping. If you have Private Comments then this should be mapped into one of the User fields. Inscription
may be mapped twice, once into Signed By, once into one of the
optional fields. We do this so you can edit the signed By field via
an Action Hit List because of redundant additional data from the
Homebase file.
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12. |
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Close Map
Import Fields form.
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13. |
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Click DJ condition button. This setup and the setup for Book Condition control what Book/DJ conditions get imported into BookTrakker, through translation of the Homebase equivalent.
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14. |
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The focus will be in the top row,
on the word “NONE” in the Condition column. Click across to the Keyword column, to the right of “|none” If
No Jacket is not present, then:
Type “|No Jacket” Make sure you
include the pipe symbol, located above the \ on your keyboard. |
15. |
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Make any other additions deemed necessary to import DJ condition correctly,
making sure the “|” symbol is added each
time, before addition of keywords. Otherwise, close the setup by clicking the X in the upper right corner. |
16. |
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If you need to
add keywords to Book Condition, do the same for that. |
17. |
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If you do not plan to use Book/DJ matching then
turn off the Condition Checking by clicking on the o OFF button. This will turn of translation for both Book and DJ.
Book and DJ should then be mapped into Defects, or if not even present in the database then no mapping is necessary.
If you have New books in your inventory,
and are using Version 3.2 or earlier, then do an additional
mapping at the end. Scroll down to the bottom, to where you see the
*. Click into the field to the right of the * and select Book
Condition from the Homebase list of fields. Across from this
click into the empty field and select Field 4 from the
dropdown list of BookTrakker fields. (This
does NOT apply to Versions 3.3 or
later)
Close this form without saving. All changes are saved
automatically. |
18. |
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Click Start. Look at your data in the representative BookTrakker inventory form. If it looks good,
click Finish. If it doesn't, then go back to mapping and change what needs changing. |
19. |
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Play with it. You can change the mapping each time, the system will remember the last changes. You can import as often as you want, it overwrites it each time.
If it doesn't, then download this EMPTY
REPLACEMENT FILE for BookTrakker. |
20. |
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Download, close BookTrakker, doubleclick to install. |
21. |
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After you get all your records into BookTrakker and have checked to make sure all fields have imported correctly, you
need to set Homebase Catalogs (now Category Hit Lists in
BookTrakker) to Use Category List Online.
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Set Homebase Catalogs
(now Category Hit Lists in BookTrakker) to Use Category List Online. |
1. |
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Click Tools at the top. |
2. |
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Click Options. |
3. |
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Click the Online tab. |
4. |
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At the bottom of the Online tab, about
halfway down the entire form, is Upload All
[Online Categories] |
5. |
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Click the [Online Categories] button. |
6. |
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Click OK at the bottom. |
7. |
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Click No to restart BookTrakker. this
change does not require a restart. |
Catalogs from
Homebase: |
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Catalogs are imported automatically from Homebase as Catalog (ID#) Hit Lists in BookTrakker. You can see these on the Hit Lists tab, left side of the Inventory screen, or, while in Inventory Detail View, press F7 on your keyboard or the Catalog button, lower left.
You do not need the "Sold" or "All" catalogs anymore, BookTrakker automatically keeps track of this in the database. Use the Show dropdown field upper right corner to display records based on Status. Available, Sold, On Hold, Special, etc.
After finishing import of Inventory, you should repeat the process for Wants/Contacts.
Read the Help in BookTrakker for this, importing is somewhat different. We
have set up default import mapping that should import all of your
data to the correct location.
Next you will want to setup your online services for you first upload using BookTrakker. Click this link:
Instructions for Online Service Wizard -
Uploads. Read and follow directions carefully.
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Setting
Rec# to Alphanumeric: |
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Open
BookTrakker if it is not already open.
Do Tools > Options
About 2/3 down the form you will see a
check box labeled:
Use Alpha Record Code. Check the box.
Click OK at the bottom.
Click
Yes to close BookTrakker. Open
BookTrakker.

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end of instructions |
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