Articles

Product Class: Product Class is ambiguous

As your business grows and you have the need for more and more product classes, the list can grow to a point that you may have accidentally created a duplicate Product Class.  The database must have a unique identifier to

Posted in Configuration, Database, Excel, Getting Started, Import Data, Inventory

Stop Excel from removing leading zeros

It is important to remember that the when preparing data to be imported it must match exactly what is in Acctivate.  This includes any leading zeros for Product ID’s, UPC’s, etc.  If you have ever tried to input numbers to

Posted in Getting Started, Import Data, Microsoft

Why is my Acctivate Data Import Failing?

If you use Acctivate, it is very likely at some point you will be importing data.  Whether you are importing data from an old system, creating new records, or updating existing records, the ability to Import Data in Acctivate is quick

Posted in Import Data, Inventory

Stop Excel from Changing Numbers to Dates or Scientific Notations

We all know that Excel can be a powerful tool, however in an effort to anticipate the need of a user, Excel can also make it difficult to create spreadsheets for importing data into Acctivate.  You may have entered a

Posted in Database, Import Data

Create Inventory Transfer from Receipt or PO transaction

Acctivate has the ability to Export Grids to Excel allowing users to quickly create an import spreadsheet to Transfer Inventory Between Warehouses.  In order to create an import spreadsheet from the PO. First you must open the PO that you

Posted in Import Data, Inventory

Sales Order Import Customer Matching Sequence

When importing in sales orders using the Import Sales Order window (File> Import Sales Orders), Acctivate will check a series of values to see if it can match the customer in the import file with a customer in Acctivate. If no

Posted in Import Data, Sales

Import Inventory Transfer Sessions from a File

The Import Transfer feature allows you to easily and quickly import an Inventory Transfer session into Acctivate from an Excel file or a standard CSV file without having to type everything into the system manually. This import can be used to either create a

Posted in Import Data, Inventory

Sales Order Import Mapped Fields

This article covers all of the fields which can be mapped to in the Sales Order Import utility, as well as a description of each field, the type of field and character limitations. Required and recommended fields are marked in bold.

Posted in Import Data, Web Store Integration

Import Sales Orders Using Existing Template

This article covers the process of importing Sales Orders using an existing import template. If no template is set up, check out this help article. Start by going to File > Import Sales Orders. Make sure that the correct template

Posted in Import Data, Sales

Advanced Import Options

When importing data into Acctivate, you’ll notice the Options tab in the Import Data – Mapping Editor window. These options give you the necessary control over what gets imported into the Acctivate fields vs what’s ignored. Duplicate Handling These options tell

Posted in Import Data
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