Import

Articles

 Import - Overview
Overview Importing is an efficient way of migrating a large amount of data into the system and streamlining your data. The Import tool provides you the capability of transferring data to the system from a spreadsheet instead of entering each item m...
Preparing the Import File
Overview Your import file has columns that are specific to the List that you are going to use. To ensure that the import file will contain the correct set of columns, you need to export the list into your CSV viewer/editor.  The steps for ...
 Importing
Overview Our software provides you with an easy-to-use tool that will help import multiple records at the same time using CSV files. Importing the File After creating and filling out your CSV file (spreadsheet), you can now import the fi...
Import Fields
Overview This section contains a list of fields for each import record type in the Import tool.   Each record type contains fields where information are stored. Fields can be mandatory (required) or non-mandatory. Taking note of the mandatory...
Importing New Sales Orders
Importing sales orders at this time is a 2 step process.  First you import the Sales Order ,  like the customer and order number then you import the Sales Order Lines .  Tips for the Sales Order Make sure to include the Is New ...