1.  Export the student records from CASES/CASES21 or any other school computer system as a comma delimited (separated) text file.

All school database systems are able to export data as text files.
However, if they can export directly to Excel then this saves time.

2.  It’s important that the fields WorkExpo needs are exported. See the required list to the right:

Note that these fields are the MINIMUM fields required for import.

You can add additional fields if required. The order of these fields is not important but their names are.

• FirstName
• LastName
• DateOfBirth
• Form
• Homegroup
• Street
• Suburb
• PostalCode
• Phone
• ParentName
• ParentPhone
• Note

3.  Name the exported text file and save it to memory stick or a shared network location

Exported file can be named anything but should have a .txt (TEXT) file extension. 

e.g. Year9_2006.txt

4.  Text file can be opened using Windows Notepad and should look similar to this.

5.  Start Microsoft Excel

6.  Open the file WorkExpo.xls
in the WorkExpo folder.

This file contains macros to help you set up the text file for import into WorkExpo. If Excel asks you to open with macros you should say YES.

Note: This file is available for download from our website.

http://www.infoplan.com.au/workexpo/document/workexpo.xls

7.  Next, open the TEXT file you saved earlier.
You must select TEXT FILES from the files of type.

8.   Excel will automatically start the TEXT IMPORT WIZARD.

Under the Original Date Type section make sure that you choose DELIMITED

9.   In STEP 2 of the wizard make sure under Delimiters you have selected COMMA

10.  Make sure that the columns in WorkExpo are in the correct order.
Use the WorkExpo toolbar to move columns to the left or right.

Note that these fields are the MINIMUM fields required for import.

You can add additional fields if required. The order of these fields is not important but their names are.

COLUMN ORDER (Include all columns)

• FirstName
• LastName
• DateOfBirth
• Form
• Homegroup
• Street
• Suburb
• PostalCode
• Phone
• ParentName
• ParentPhone
• Note

11.  Use the WorkExpo toolbar to help you set up the spreadsheet. Although some setting up needs to be done manually.

Note: This file is available for download from our website.

http://www.infoplan.com.au/workexpo/document/workexpo.xls

12.  Use the ARROWS to move Excel columns to the left or right.

Select the column to move by placing the cursor in the selected column, then click move left or right on the toolbar

13.    The PARENT NAME needs to be in single column but the spreadsheet may contain two columns i.e. parent’ first name and parent last name.

You can get the parent names into a single column by placing the cursor into the parent first name column and clicking the toolbar button above

6.    When all is ready click the SETUP icon on the WorkExpo toolbar to finish the job.



The sheet is now ready to be saved.

Clicking this button will add column headers, change text case to proper case and format the spreadsheet correctly, ready for import.

7.    Finally the spreadsheet is now ready to be saved. It must be saved as an Excel file. i.e. it must have an .xls file extension.

e.g. YEAR9_2006.xls

The spreadsheet is now ready to be imported into WorkExpo.

8.    Close Excel and start WorkExpo. Start the WorkExpo import wizard again and import the newly saved Excel spreadsheet.