Articles

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

Cannot open speadsheet error when attempting to import data from an Excel file

The following error may be returned when attempting to import data from an excel file. “Cannot open spreadsheet.  Make sure the file is in the Microsoft Office Excel Workbook format, the workbook is not protected, and you have the proper

Posted in Import Data

Import Component Lists from Excel or CSV files

The Import Data function allows you to import a list of components for Assembly and/or Kit items from products that already exist in the system using the Product Component import type. The import will assign existing products as components of existing kits or

Posted in Import Data, Inventory

Update Products to be Available on the Web

Keep both the Acctivate product list and the shopping cart products up to date by exporting and/or importing a list of products available on the web in Acctivate. Since only products marked as Available on Web will be included in the

Posted in Import Data, Web Store Integration

Update Vendor Prices via the Import Data feature

The Import Data Feature permits you to quickly and easily change vendor prices in your system saving you time and a considerable amount of effort. This feature, which is included for free in the base Acctivate module, allows you to mass-update product

Posted in Database, Import Data, Inventory, Purchasing

Import new or update existing products from a file

The Import Products feature allows you to easily and quickly import a list of products and associated product information into Acctivate from an Excel file or a standard CSV file without having to type everything into the system manually. This import

Posted in Database, Import Data, Inventory
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