Data Transfer Manager

The Data Transfer Manager is a powerful tool in Clooz to import data from external files (including other Clooz databases), or export data for use in other programs.

To open the Data Transfer Manager, do one of the following from the External File A database or GEDCOM file independent of the currently open Clooz database. These usually support other family tree programs, although it could be a different Clooz database. Links screen:

• Setup a new external file link,
• Double-click a file listed, or
• Select a file in the list and click the Open Selected File in Transfer Manager button at the bottom of the screen.

If the file being opened is a Family Historian project, you will be requested to perform a Save in the Family Historian program if the file is currently in use. This is because Family Historian retains data changes in memory until saved, and you need Clooz to be using the most recent set of data in that project.

The Data Transfer Manager window will now appear, showing three sections:

• Left section: Records from the external file of the type selected in the middle column.
• Middle section: Controls for importing and exporting data.
• Right section: Records of the type selected from this Clooz database.

The grids showing the record lists have several columns:

• Checkbox indicating the record is selected for import or export. No checkbox appears if the record is already linked.
• Icons appear in the 2nd column if the record is already linked.

• ID and name columns.

Showing Record Details

To display a window showing additional details associated with a record, display the context menu for that record (right-click the row) and select Show Details.

The top half of the Detailed Summary window is other data from the record, and the bottom half are other types of information that is associated with the selected record (in hierarchical format).

 

Comparing Clooz and External Records

To compare the details associated with an external record with those for a record in Clooz, follow these steps:

1. Select the records to compare (one record on both the external and Clooz lists needs to be selected for the comparison).

   • If the records are already linked, selecting a record on either list (external or Clooz) will compare the linked records if no record in the other list has been selected.
   • If the records are not linked (or at least not linked to each other), select the first record from either the external (left) or Clooz (right) list.

2. Right-click the record on the other list (the one not selected in the first step) to display the context menu. If the record is already linked, any selection in the other list will be the record compared to regardless of which record is linked to it.

3. Select Show Details Comparison to display the comparison window.

You can click the button in the lower left corner of the comparison window to Link the two records (or Unlink if the two records are currently linked). In the example shown above, the button is disabled because each of the records are already linked to other records. A record in Clooz can only be linked to one record in the external file.

 

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