Cheryl: If you currently have part of your data in Legacy I'd recommend importing your file from the old software into a new and separate file in Legacy rather than trying to transfer and merge at the same time. After you've gone through and cleaned up your old file you can do a merge more easily.
Once you've done the initial file transfer, take a look at View > Tree Finder to make sure all of your branches are properly connected. The next step would be to review the Surname List (View > Master Lists > Surname) and look for irregularities there. From that list you can edit as required if you spot typos. After that I'd tackle the Master Location List. That seems to be the place where new users find the most errors or duplications and it takes a little longer to clean up. The Master Source List would come last since it can take a very long time to get it to your satisfaction. Before digging into source cleanup, though, I'd run a Potential Problems Report and fix or override the problems that turn up there. Then run the report again to see where you stand. Others may have some additional favorite spots to check for data entry irregularities and if so, hopefully they'll speak up. Good luck with your transfer! Kirsten -----Original Message----- From: Cheryl Rothwell [mailto:[email protected]] Sent: Thursday, September 23, 2010 10:06 AM To: [email protected] Subject: [LegacyUG] Switching Programs - Export and Import I am switching to Legacy after almost 20 years with another program. My database has about 12,000 names. Needless to say, I want to make this as painless as possible. Are there things I can before I make the transfer to facilitate the import? Are there things I should or should not do? -- Life may not be the party we hoped for but while we are here we might as well dance. Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp
