Import Items

The Import Items option allows the user to import a .CSV file containing item information. Users can map the imported file fields to the appropriate record field in Item Maintenance. Once fields have been selected, the user can then import files to Item Maintenance.

ClosedHow to Import Items to Item Maintenance
  1. Open the Back Office.
  2. Click the Maintenance icon.
  3. Click Item Maintenance.
  4. Click File > Import Items.
  5. In the Import Items window, enter a path and file name in the File to Import field or click the Browse button to browse to a file.
  6. After selecting a File to Import, click the Get First Record button. The Import File Field list box will populate from the imported file.
    Import Items Window
  7. Select a record from the Import File Fields list box, then select the corresponding item field from the Item Record Fields list box.
  8. Click the Create Link button to allow the Import File Field record to populate the selected Item Record Field. The Import File Field to Item Record Field Links list box will populate with the selected link. Repeat this step for each record you wish to import.
    • Users can remove records from the Import File Field to Item Record Field Links list box by highlighting the record and clicking the Remove Link button.
  9. After creating all desired record links, click the Import button to begin importing the selected records. You can omit the first row (typically the header row) of the CSV file from the import by checking the Don't Import the First Record in the File option.

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