System Manager > Data Import > Import Parameters

General Import Parameters

For the data import to work, your source file must meet certain requirements. The following are the general parameters in creating a valid 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.

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

•Data import feature will match the column name in the source file to the affected table(s); thus, you can rearrange the columns in the source file.

•You may or may not include an optional field in the source file; if it is not included, default values set up in the system will be assigned to the field.

•Be sure that the column heading correctly match with the affected table(s) data fields; otherwise, the import will be unsuccessful.

•The data import is case-sensitive; be sure that each data field's name is spelled correctly.

•The required fields must be included in the source file to successfully import data. You may include other fields in the source file and arrange the fields in any order; however, be sure that the order is consistent for all import data throughout the source file.

•When using the term “Code” in the source file column header (1st row in the excel file), you must enter code values throughout the file you want to import (e.g. ShipViaCode = "FEDEX"). If you use the term “ID”; then, you must enter ID values (e.g. ShipViaID = 13).

•When importing inventory on hand and you want to enter a cost for your inventory items, the column header must be “UnitCost” to successfully import the items cost.

•The maximum number of characters for a Description field is 100 and Short Description field is at 15 characters.