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Overview Our software provides you with an easy to use tool that will help import multiple records at the same time using CSV files. To access the Import function, click on the Gear icon (near the upper-right corner of the screen). Under General,...
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Last Updated: 10/21/2019 in Onboarding Setup
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...
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Last Updated: 10/21/2019 in Onboarding Setup
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 prepa...
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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...
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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 column and set ...
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Our software provides you with an easy-to-use tool that will help import multiple records at the same time using CSV files.
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Last Updated: 08/11/2023 in Onboarding Setup
Order Time is a data driven application, the first thing is to get data into Order Time Inventory. Data includes things like customers, vendors and items. There are 3 ways to get data into Order Time: Enter It Manually Import Via .CSV file ...
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In Order Time every row of any table can be edited quickly via imports. Just pull the ID of the rows from the table you're working with, export, edit the file, and import. Done!