Data Import Tool
The Data Import Tool will allow a user to import and update data using a predefined csv file format downloadable from the import page. There is also an options to undo an import. Imports can be undone for a period of 24 hours after the import process is completed.
Under Tools -> Data Import, you will select which type of data you wish to import. Once that is selected, the import screen will open.
Within each import option, you will see a link to download a Sample Inventory CSV file. You will need to make sure your data is In THE EXACT Same Field layout as this sample.
Steps to Add/update:
- Choose File:
- Upload File: After you upload, you should see the data in the Data GRID (screen shot below)
- Make changes etc. until your file is clean (Green check Mark). You may have to repeat Steps 1 & 2 a few times to clean up the errors. FYI: You can make some changes right in the GRID
- Import: You will not be able to import until all errors are corrected.
If this is your first time importing, we recommend trying this with a small set of records so you can gain comfort with how to troubleshoot any issues.
Inventory Import/Update Tool
You may import or update inventory using the Inventory Import tool is located under the Tools tab under Data Import.
Employee Import/Update Tool
You can update and import employees using the Employee Import Tool located in Tools>Data Import tab.
Vendor Import/Update Tool
You can update and import vendors using the Vendor Import Tool located in Tools>Data Import tab.
Customer & Customer Contact Import/Update Tool
You can update and import customers and customer contacts using the Import Tool located in Tools>Data Import tab.
Order Import Tool
You can import Orders from a .CSV file. To access this option, click on the QuickLinks drop-down from the Order Search page. The process works the same asl the other Import Tools
Clicking the Download Example .CSV file will provide you with an import template formatted to work with the Order Import tool.
Order Import Page Includes Print and Wide Format Products
The Order Import tool allows you to import Print and Wide Format templates.
The Print & Wide Format ID is found in Admin/Print/Print Product Templates or WF Product Type.
Order Postage Import
Users can import Postage to Orders using a .USE or .CSV file. These are special imports and should be used only if you have Systems that create either a .USE or Neopost .CSV file types. To access this option, click on the QuickLinks from the Order Search page and then select Order Postage Import.
.use file Import: