System Manager > Data Import > Import Parameters

To successfully import Inventory master records, take note of the following general conditions when creating your import source file:

•There can be any number of entries in the source file, one following immediately after the other.

•The first line in the source file is not imported. Be sure to enter the first entry after the first line.

•You must enter the data field's name in the first line as a column heading. The data import is case-sensitive so be sure that each column name is spelled correctly and that it matches with the actual data field's name.

•Each line in your source file after the first line will be treated as a separate record.

There are certain validations that the data import feature performs which differs depending on the import function selected. Validation checks are in place to ensure that data to be entered into the system are acceptable. Below are the data-specific requirements you need to successfully import inventory master records:

Required Module: Accounts Receivable (AR), Sales Order (SO), Purchase Order (PO), or Inventory Control (IC)

Required Import Field(s):

•ItemCode

•Description

•ShortDescription

•StockUOMCode

•StorageUOMCode

Note: You can also view all the data fields available for importing Inventory master records by downloading from this link the sample import file.

Illustration:

The following example shows you how to format the source file properly to successfully import inventory master records. The sample import template below shows you the following:

•It is for importing twenty (20) different inventory master records.

•It includes the required fields ItemCode, StockUOMCode, and StorageUOMCode, respectively.

•It also contains values for the the selected data fields to be included in the data import. You have the option to include all data fields in your source file or to select only a few fields. For those non-required fields that you opt not to include in the source file, the system will auto-populate it with the default values.

ItemCode	Description	ShortDescription	StockUOMCode	StorageUOMCode	Status
CHECK SIZE ENVELOPE	Envelope, Check Size, 3-5/8" x 8-7/8" (500/box)	Envelope	EACH	EACH	1
PENDA HANGING FILES	1/5 Tab Pendaflex Hanging Files	Penda files	EACH	EACH	1
STAPLES COPY PAPER	Staples Copy Paper (84 Bright)	Staples	EACH	EACH	1
STAPLES PMP PAPER	Staples Professional Multipurpose Paper (96 Bright)	Staples	EACH	EACH	1
POST-IT DC MEMO CUBE	POST-IT DC MEMO CUBE	POST-IT DC MEMO	EACH	2PACK	1
POST-IT ULTRA FL NOT	Post-it Ultra Flat Notes	Post-it Ultra	EACH	EACH	1
POST-IT NEON FL NOTE	Post-it Neon Flat Notes	Post-it Neon	EACH	EACH	1
MEAD 5-STAR NEATBK	Mead Five-Star Fat 'Lil Neatbook, 200 Sheets	Mead Neatbook	EACH	EACH	1
AMPAD SMALL WIRE NB	Ampad Small-Size Wirebound Notebook, 6" x 9 1/2"	Notebook	EACH	EACH	1
AMPAD GOLD FIBRE PP	Ampad Gold Fibre Planner Pads	Planner Pad	EACH	EACH	1
AMPAD EVD RCLY PWP	Ampad Evidence 100% Recycled Perforated Writing Pads	Writing Pad	EACH	EACH	1
AVERY CONFDNTL LABEL	Avery "Confidential" Labels, 1/2" x 3"	Confid label	EACH	EACH	1
AVERY MP LABELS	Avery White Multi-Purpose Labels	Avery Labels	EACH	EACH	1
ROUND SPCL LZR LABEL	Round Specialty Laser Printer Labels	Round Labels	EACH	EACH	1
ACME ELITE SCISSORS	Acme Elite Stainless Steel Scissors	Stainless	EACH	EACH	1
ACME SFT HND SCISSOR	Acme Soft Handle Scissors	Soft Handle	EACH	EACH	1
ACME TITAN SCISSOR	Acme Titanium-Bonded Scissors	Titanium	EACH	EACH	1
ACME HIGHLIGHT RULER	Acme Highlighting Data Rulers	Highlighting	EACH	EACH	1
ACME WESTCOTT RULER	Acme Westcott Wood Rulers	Westcott	EACH	EACH	1
SULLIVAN BKCASE-3	Sullivan Bookcase 3-shelves	Sullivan	EACH	EACH	1

Inventory Master

Inventory Master