Lexmark Version 3.0 Import Excel or Access address data to the Address Book, Prepare your data

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To select an address, search for the name or browse the letter groupings. When you find the address you want, highlight the name by clicking once anywhere within the entry. Then click Select. The address will be pulled into your template.

Figure 19: Find the address you want, highlight by clicking once on the name, then click Select.

To edit an address, highlight it and click Edit. To delete an address, highlight it and click Delete.

Import Excel or Access address data to the Address Book

If you have addresses in an Excel or Access table, you can import them into the MASTERFORM Address Book database found in C:\MF_UPS\ Exchange.mdb > Tables > upsAddress.

The MASTERFORM address book is controlled by the Microsoft Access 97 database named Exchange.mdb. The table that stores address data is named upsAddress and it is configured with the following column names. This is what the columns in your Excel or Access file must match, in this order:

CompanyName, Address, City, State, Postal Code, Contact, Phone

Step 1: Prepare your data

(a)Make a copy of your current address database or Excel table and work off the copy.

(b)On the copy of your address database/table, modify your data so that MASTERFORM can accept it: rename your column headings to match those listed here exactly and delete any other columns. MASTERFORM will only accept these columns. For example, an Excel sheet ready to be imported will be formatted as shown in Figure 20.

(c)When your addresses are ready to be imported, open the MASTERFORM database that stores address data: Exchange.mdb.

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Contents User’s Guide East Pine Street, Suite Seattle, WA Toll free Local Fax User’s GuideContents Getting Started Using Printing the Shipper’s Installation and Setup Introduction to Masterform General featuresProfessional and Military Edition Suites Installing Masterform for UPS Domestic EditionDownload New UPS Chemical Table feature Domestic or International? What’s my name & password?Structure of Masterform New shipping paper design for laser printers Where to install MasterformWhere to get forms Sending your Masterform shipments to UPS OnLine WorldShip Install the softwareSet up the System DSN connection To manually set up the System DSN connectionHazmat Confirm that Hazmat is now listed, then click OK Deleting HAZMAT/DG records Send hazmat shipping paper data to WorldShipSpecify a hazmat package in WorldShip To specify a hazmat package in WorldShipSupport and Resources Online Info Technical Support and Contact InformationBy Phone Via E-mailLabelmaster Software Hardware Recommendations Other ContactsDOT Contact Remember Chemical table resourcesFile Extensions Managing Templates and AddressesTemplates AddressesMasterform Setup Accounts Masterform SetupAllow Proper Shipping Name edits Bypass Authorization ScreenSave template by default Package Label WarningShipping under multiple accounts To add users to the list Security Defining user names and passwordsHow log book numbers work Why are my log book numbers repeating?To Save a Template Making, naming, and saving templatesHow do I reenter a saved template? What is a template?When should I use templates? What should I name my template?Working with templates To select the Edit PSN option Deleting templatesEditing the proper shipping name PSN Confirming the labels required for your package Using an Exemption Packaging numberPre-printing forms for future use Turning off the Labels Required field warningFeatures and Options To read a note Writing notes insideTo write a note Entering addresses in the Address Book Prepare your data Import Excel or Access address data to the Address BookFormat your address data into columns with these exact names Import your data into the upsAddress tableSelect Get External Data Import from the File menu To export addresses from Masterform Exporting addresses from the Address BookSelect how you want to save the table Saving multiple field values Setting default field valuesTo set a default field value To remove a default field valueViewing the regulations Form-Fill Wizard Step by Step Choose a template and a form type to begin Screen 1 Shipment TemplateScreen 4 Proper Shipping Name Screen 2 Shipper InformationScreen 3 Shipment Information Screen 5 The Chemical Table Add up to three materials Screen 6 Ground or Air ShipmentScreen 7 Print Preview Quantity and Unit of Measure UOM LimitationsPrint Preview you can Screen 8 Print and Save Shipment TemplatePrinting the Hazardous Materials Shipping Paper Printers General Printing OverviewForm 1 Hazmat Shipping Paper Form 2 Shipper’s CertificationCreating a custom paper size tractor Installing a printerTo manually create a custom paper size Windows NT To manually create a custom paper size Windows 95Select the option Use Specific Printer 67 in 800Suggested printer drivers Changing the printer driverTo change to the Epson driver Changing the Emulation Mode on the printer tractorIf you are using the new laser form Setting the MarginsTo change the Emulation Mode on an Okidata 320/321 If you are using the tractor formNudge tool Moving fields on the form use the Nudge toolTo use the Nudge tool Add or remove lines from the printed form Increase or decrease the size of printed textPrinting the Shipper’s Certification To print a Shipper’s Certification Printing the certificationSave to Shipper’s Certification? Saving shipments to the certificationRemoving mistakes or duplicates from the certification Click Purge Data Purge old certification recordsTroubleshooting Overview Account number not in the drop-down list Printing gibberish or symbolsShipper’s Certification prints on two pages Custom paper size not in paper size listPrinter feeds forms up too far Laser forms are not lining up properly Printer prints blank pagesText you entered isn’t an item on the list Log book numbers are repeatingCan’t edit the PSN proper shipping name UPS WorldShip, the HAZMAT/DG Reference list is blank UPS WorldShip, the HAZMAT/DG Reference list is grayed outUnexpected error occured Subsystem Do you want to convert or enable the database? Run Time Error 9 in Configure ReportsYou do not have a license with MS Access To uninstall Masterform Uninstalling MasterformBefore you uninstall License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA