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.
Customers
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
Machines
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
Stock Category Codes
Column Format: Code ID Description
Finished Goods
Column Format: Customer Own SKU Customer SKU Part Description Colour Commodity Code Box Quantity
Suppliers
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
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