ProTrain Import

1. Select Edit > Preferences > Register tab.
2. Select the Retail and Net fee descriptions.

1. Go to your Knowledgebase PRS website and login.
2. Click on the Reports tab and select ACEware Download.
3. Select the Date range.
4. Click Go.
5. Click Export Data.
6. Save the Excel Spreadsheet.

1. Select Tools > Import/Export > ProTrain Import.
2. If you want to group the registrations from this import, click Yes on the Group? question.
3. If you want to assign a Source code to the imported names/registrations, click Yes on the Source Code question.
4. The system will now import the records. When completed, you will be notified how many records were imported.

Import Notes

• A name record is created if one is not already in your system with the email address.
• A course record is created if the Section number did not exist in your course records. The Section field from the import file is used as the Course code.
• A registration record is created, with the fee description you set up in Preferences.
• If you selected the group option, you can now look up the group and apply the ProTrain payment to the entire group.