Join us as we take an in depth look at the import data utility. We cover the full list of imports with all the available options. This includes a demo of the new import templates, such as Product Class and Product Type. Plus, take a look at some of the other common imports.
Import Data Tool
- Supported File Types
- Import Types
- Mapping
- Backup
Exporting Data for Import (2:00)
- Excel Query
- Crystal Report Export
- Web store or alternate program
Import Types (4:10)
- Customer
- Inventory
- Shipping
- Create, Edit, or Delete Mapping
Mapping Editor Summary (8:03)
- Source Spreadsheet
- Worksheet
- Mapping Details
- Save Mapping
Mapping Editor Columns (9:33)
- Acctivate field
- Mapped field
- Default value
- Conversions
- Preview
Key Fields (11:53)
- Customer Imports
- Product Imports
- Shipping Import
Mapping Editor Options (13:44)
- Duplicate Handling
- Missing Record Handling
- Template Options
Data Editor (16:42)
- Source Spreadsheet information and Mapping Name
- Data to Import
- Show only invalid rows
- Statistics
- Errors
Import Finalization (18:14)
- Statistics from validation
- Run backup
- Exception spreadsheet
Demo of Import Utility (20:00)
- Example of Excel Query (created prior to webinar)
- Opening Import Data Utility (21:18)
- Create Product Class Import (21:31)
- Open spreadsheet and select worksheet (21:45)
- Name import (22:03)
- Map fields (22:21)
- Set Default Value (22:55)
- Begin Import (23:26)
- Finish Import (24:00)
- Run backup before completing import
- Open Configuration Manager to verify everything imported properly (24:37) – only for Product Class and Type imports
- Edit Import Template (25:15)
- Customer Ship To update
- Data Editor for failed rows (28:00)
- Setup Conversions (28:44)
- Advanced Import Options
- Discard data if matching record is not found in database (29:40)
- Keep existing data and discard import data (30:20)
- Replace existing data with import data, ignoring blank fields (30:45)
- Replace existing data with import data, including blank fields (32:20)
- Transaction Import – Receipt (33:28)
- Difference between transaction import and data import columns (34:01)
- Post Transaction Option (35:15)
- Creating receipt for multiple POs via import (35:28)
- Verifying receipt session when post option set to No (36:10)
- Posting receipt into inventory via import (37:42)
- Create Product Class Import (21:31)
- Questions during Webinar
- Can we import items into a PO (39:22)?
- Is there a down side to running imports in the Practice or Model company prior to running them in the Production/Live database (40:08)?
- Do we need to purchase an extra module to run imports (41:03)?
- Can we import data into Acctivate even though there are no standard fields for the information to go into (41:17)?
- Creating custom fields to import into (42:00)
- Is there a limit on how much data we can import (42:50)?
