PDA IMPORT & SYNC

See Also:  Installing PDA Invoicing , PDA User Manual

If you are NOT doing your FIRST SYNC to Bizz Wizz PDA Invoicing then go to DO IMPORT SYNC below.

At this point please make shore you have run BW Invoicing on the PDA and the program has told you to do your first Sync.

FIRST SYNC
Before the first sync can be done you will need to setup your PDA Documents folder on to the desk top this is done automatically by Active Sync.
To do this select "Tools" then "Options" as shown below

You will then see the screen below
Place a Tick in the "Files" option
Then press OK.

Follow the Prompts
You should then see a folder on you desk top called "WM_#### My Documents" this will be a synced copy of the "My Documents " folder on the PDA.  Note  if you have more than one PDA there will be one for each PDA when you set each one up. 

 

DO IMPORT SYNC

The PDA Import Program is found on the "Utilities Menu" on the "Main Bizz Wizz Menu"



Before using the data import program Plug in the PDA to the PC with the USB cable then sync the data to the PC.
Also make sure you set up the folder as per "First Sync" Above

When the Sync is done then
Run the PDA Import Program and you will see the screen above.
Note the user names on the left, each user can have 1 PDA.
When you select a user the address path to the "WM_#### My Documents\BizzWizz_Data\" folder for that users PDA will be displayed along the top of the screen.  If the path is not showing when the user is selected this is ok you will be asked to select it later and it then will be saved.
If no users are displayed then just Highlight ***Spare*** and click the "Add / Change User Name" button to type in a new Name.

Before going on please set up the bank Number (1-9) that any Invoice Payments will be paid into and then the Income Category Number (70 - 99) these payment will be listed under.  Note see picture above.

Now if every thing above has been done you now press the "Do Import from PDA" button and a Message Box will appear asking if the SYNC has been done. Press "OK" if it has.

You will now see a file dialog box (If you have imported before just press the "Open" button as the path should be saved).
 If the Path has not been saved then click on the "Desktop" button on the left, you will then see the WM folders in the list.
Select the "WM_#### My Documents"  folder for this PDA by highlight it and pressing the "Open" button.
You will now see the "BizzWizz_Data\" folder  highlight it and pressing the "Open" button.
Now highlight the "PDA-Data.dat" file and pressing the "Open" button.

If new customer are found or you have changed one you will be asked if you wish to add or change them.
If Invoices or Quotes have been set to be down loaded then you will be asked for the book Prefix for invoice and or quotes
Invoices can be stored in the same book or in different books.

When the Import has been done a Message Box will appear asking you to RE-SYNC before you unplug the PDA from the PC. Pressing "OK" will end the Import program.