Database Import

 *DataManagement Module Required

Before you begin you should have a spreadsheet containing the data to be imported. Please be sure to check this data in your spreadsheet to confirm the following:

a. You can use formulas to create the new/updated data, however, you must convert those columns to values.

b. Remove any unnecessary columns that won’t be used.

c. Save your finished file as one of the following:

            I.   First Row contains Header info

II   Comma delimited file.(CSV) (Preferred method)

III. Delimited file,

IV. Fixed length

d. Your file name can not contain more than 40 characters

1.   Program Menu>Database Management>Item Record Import>Data Management Module

*Note: If the Data Management Module is light grey, you do not have the Item Record Import module. You have the option of either purchasing this module or it can be rented on a daily basis

Select Item Record - Import

Select the find button and enter the path of the file to be imported. 

1.   File Name: Name of the comma-delimited CSV file to be imported into you inventory

Type: From the drop-down menu, select the type of record to be imported (Sales, Item, Header, Fractional Qty, Miscellaneous, Parts)

Category: Enter from the drop-down menu the category the items will be imported under.

Manufacturer: You can enter the manufacture name in this field or leave it blank

Web Link: Enter the link to the manufacture website if importing from the manufacture

Bin Location: If you use bin locations, you can enter the bin location in this field and it will update the item file record

Vendor Number: Enter the number from the vendor on where the items are purchased from

Mark Up %: Enter the amount the items are to be marked up when imported into your database

Price A, B, C: Enter if any special pricing to be associated with the items being imported.

Home Loc: Enter the store location of where these items are being imported (Home Loc 000, Str 1 001, Str2 002)

Current Loc: Enter the store locations where the items imported will be added to there inventory

Reorder Min: Enter the minimum qty of when an item should be reordered.

Reorder Max: Enter the maximum qty of inventory to have on hand.

User Define: Allows you to update all fields simultaneously instead of selecting each individual field.

2. If you have header records on the spreadsheet, then check the box the First Row contains Header info.

Boxed Checked:     It will consider the first line in the data file as having Header items

Boxed Unchecked: It will not consider the first line in the data file as having Header items.

Import Setting:

Select from the drop-down the items that correspond with what you have on your spreadsheet. Each field will need to match each column for the file to be imported. 

3. Below is the way it should look when it’s completed (if the first row of Excel has the items information like this example, it automatically puts your spreadsheet column headings next to each drop-down box to make it easier).

4. Once you are done, select Import Records and you will see a box showing the number of records being imported. It will also let you know if there were any duplicate records, and if any were not imported. You can check in your file maintenance, item file to confirm records have been imported.