Import Data
Contents
Overview
This import uses an XLS Spreadsheet to import all of the necessary data. It is recommended to import in the order displayed in this Wiki.
Step 1 - Upload File
The first step is to upload the Excel file. Supported files are XLS, XLSX and XLSM. Contact support for other file types.
Upload File
Select "Browse" and then navigate to the Excel spreadsheet on your computer.
Ignore the First Row
Tick this option if the worksheet has a header record. So the import will ignore the first line.
Select Import Type
Select the appropriate import type to import against.
Step 2 - Worksheet Options
Select Worksheet
Select the appropriate worksheet from the drop-down box.
Step 3 - Confirm Data
On Step 3 you will be presented with the data. Anything in green will be created, anything in blue will be updated, anything in red is an error and needs resolving before you are able to complete the import.
Customers
It is recommended to only run this at the setup stage of the system, as you will need to go through and cleanup the Customers' contacts and addresses manually.
Any further update afterwards will overwrite any manual work completed afterwards, and may duplicate efforts.
- Column Format
- Customer
- Telephone Number
- Accounts Contact
- Customer Service Contact
- Accounts Email Address
- Customer Service Email Address
- Invoice Line 1
- Invoice Line 2
- Invoice Line 3
- Invoice Line 4
- Invoice Line 5
- Delivery Line 1
- Delivery Line 2
- Delivery Line 3
- Delivery Line 4
- Delivery Line 5
- VAT Number
Suppliers
Although the "Delivery Lines" are included in the template (as it is a direct copy of the "Customers" template), they are not currently used and will be completely ignored by the import.
- Column Format
- Supplier Name
- Telephone Number
- Accounts Contact
- Customer Service Contact
- Accounts Email Address
- Customer Service Email Address
- Invoice Line 1
- Invoice Line 2
- Invoice Line 3
- Invoice Line 4
- Invoice Line 5
- Delivery Line 1 (Not Used)
- Delivery Line 2 (Not Used)
- Delivery Line 3 (Not Used)
- Delivery Line 4 (Not Used)
- Delivery line 5 (Not Used)
- VAT Number
Stock Category Codes
Column Format:
- Code ID
- Description
- Type - Values must be one of the following:
- Machine
- Tool
- Packaging
- Masterbatch
- Raw Materials (this includes Additives)
- Finished Product (this covers any product)
- Default - Value must be "Yes" or "No".
See How Do I setup stock for MRP? for more details on how they will be created by default.
Machines
Please Note: This import will fail if there is no "Machine" Stock Type already setup.
- Column Format
- Machine ID Number
- Machine Specification
- Serial Number
- Year of Manufacture
- Machine Rate Per Hour
Tools
- Column Format
- Tool Number
- Rack Location
- Available Status
Supplier Data
- Column Format
- Supplier Name
- Our SKU
- Supplier Description
- Supplier Reference / SKU
- Minimum Order Quantity
- Lead Time (Days)
- Price Per KG
- Price Per Thousand
- Price Each
Bill of Material / Finished Products
- Column Format
- Customer
- Your Part Number / SKU
- Customer Part Number / SKU
- Part Description
- Commodity Code
- Finished Component Colour
- Part Weight
- Material Stock Code
- Material Description
- Material Supplier Reference
- Material %
- Masterbatch Stock Code
- Masterbatch Description
- Masterbatch Supplier Reference
- Masterbatch %
- BOP Stock Code
- BOP Description
- BOP Supplier Reference
- BOP UOM
- BOP Stock Code
- BOP Description
- BOP Supplier Reference
- BOP UOM
- Bag Stock code
- Bag Description
- Bag Supplier Reference
- Bag UOM
- Bag Quantity
- Box Stock Code
- Box Description
- Box Supplier Reference
- Box UOM
- Box Quantity
- Preferred Machine 1
- Preferred Machine 2
- Preferred Machine 3
- Cavities
- Tool Number
- Labour Content
- Standard Cycle Time
- Set Up Time (hours)
- Scrap %
- Selling Price each
- Secondary Op Needed
- Comments