--- title: iDrive FedEx Process Data Migration description: This article outlines the steps to generate, clean, and import FedEx shipment data from iDrive into SQL Server Management Studio (SSMS). --- [Skip to content](https://ithelpdesk.richardsoncap.com/kb/idrive-ups-process-data-migration-1#main-content) English Show submenu for translations [Customer portal](https://ithelpdesk.richardsoncap.com/tickets-view?hsLang=en) ![RichardsonLogo-3.png\]](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/RichardsonLogo-3.png?height=39&name=RichardsonLogo-3.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://ithelpdesk.richardsoncap.com/tickets-view) - Go to richardsonsports.com Go to richardsonsports.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Richardson Knowledge Base](https://ithelpdesk.richardsoncap.com/kb?hsLang=en) 2. [IT](https://ithelpdesk.richardsoncap.com/kb/it?hsLang=en) 3. [iDrive Data Migration](https://ithelpdesk.richardsoncap.com/kb/it?hsLang=en#idrive-data-migration) # iDrive FedEx Process Data Migration ## This article outlines the steps to generate, clean, and import FedEx shipment data from iDrive into SQL Server Management Studio (SSMS). #### **1. Generate CSV Report** 1. Access [iDrive Audit](https://idriveaudit.com/login). 2. Generate the CSV report based on **Ship Date** (at least **three full weeks back**). 3. e.g. 1. ![](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/undefined.png?width=666&height=197&name=undefined.png) --- #### **2. Prepare CSV File** 1. **Open the generated CSV file**. 2. **Filter out long strings in the ‘Service’ column**: - In **E2**, apply the formula: `=LEFT(F2,40)`. - Copy the formula **down the entire column**. - Copy the **entire E column** and **paste values** over column **F**. - Rename the **header of F to ‘Service’**. - Delete **Column E**. 3. **Remove unnecessary columns**: - Delete **columns X → AK** to remove invalid characters. 4. **Save and close the file** (it must be **closed** before import) --- #### **3. Import Data into SQL Server** 1. **Open SQL Server Management Studio 19 (SSMS)**. 2. **Connect to** `RSI-SQL1-PROD` server. 3. Open **RSI\_Live** under **Databases**. 4. Go to **File → Open → File** and browse to **UPS iDrive Queries**. 5. **Delete old records**: - Run the highlighted query to delete records from the selected **date range**: - ![](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/undefined-1.png?width=621&height=128&name=undefined-1.png) - Replace `'2024-11-01'` with the **start date** of the current report. - **Highlight the query** and click **Execute**. --- #### **4. Import the CSV File** 1. **Right-click RSI\_Live → Tasks → Import Data**. 2. Choose **Flat File Source** as the import method. 3. Browse to the **CSV file**. 1. ![](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/undefined-3.png?width=623&height=532&name=undefined-3.png) 4. Select **SQL Server Native Client** as the destination. 1. ![A screenshot of a computer Description automatically generated](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/undefined-4.png?width=644&height=546&name=undefined-4.png) 5. **Change destination table to** `RSI_iDrive_UPS_Shipments`. 1. ![](https://ithelpdesk.richardsoncap.com/hs-fs/hubfs/undefined-Feb-10-2025-08-40-37-8893-PM.png?width=625&height=536&name=undefined-Feb-10-2025-08-40-37-8893-PM.png) 6. **Review for changed/invalid columns** using the **Edit Mapping** button. --- #### **Final Steps** - **Verify the imported data** to ensure accuracy. - If errors occur, check the **formatting and special characters** in the CSV file. 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