Every database program allows you to export data for a particular client/customer/contact. You may wish to create a new file for each new client and have an Excel record for each client. But another approach is available. Since the data is already stored in the external database, you may prefer to temporarily export the appropriate data into a single static file that Pathagoras can always be pointing to it and therefore more quickly import that data into the Instant Database. The static file is overwritten each time a different client's data is exported for a project.
Using this 'static-file' approach will give you single click access to the data while you are in Pathagoras (avoiding having to navigate to a new file each time the data is called upon).
To point Pathagoras to the desired static file (so that it reads the latest iteration of that file into the Instant Database. (So, the filename remains static, but the data changes at your command.) Just record the name of that static file in the appropriate screen. Then you can instantly import the data from the file into Pathagoras' Instant Database. It takes just a single click. This is a 'best of both worlds' situation. Pathagoras plain text variables are preserved (no document fields are needed to clutter your documents) but you have practically instant access to the desired data.)
To set the location of the 'static file,' navigate to 'Pathagoras Settings (top half) | All Settings | Excel'. Click the Static Record box. Then navigate to the static file (press the '. . .' button) or manually type the full file name in the designated text box.
•As you can see, it's the name of the file that is static. The data should frequently change as needed for each new project.
•The data within the static file is controlled by your external database program. You need to set up a macro in your external database program that feeds the static file. This should not be hard to do, however, as most programs provide this feature.
•The structure of the static file is simple:
oRow 1 contains the variables that you use in your documents. Brackets are not mandatory, but advised. Brackets are mandatory if you plan to use the static file for Options and Optional values for the <Get> routine.
oRow 2 contains the values.