Webinar: Importing Data into Acctivate

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.

Webinar Outline


  • Supported File Types
  • Import Types
  • Mapping
  • Backup
  • Excel Query
  • Crystal Report Export
  • Web store or alternate program
  • Customer
  • Inventory
  • Shipping
  • Create, Edit, or Delete Mapping
  • Source Spreadsheet
  • Worksheet
  • Mapping Details
  • Save Mapping
  • Acctivate field
  • Mapped field
  • Default value
  • Conversions
  • Preview
  • Customer Imports
  • Product Imports
  • Shipping Import
  • Duplicate Handling
  • Missing Record Handling
  • Template Options
  • Source Spreadsheet information and Mapping Name
  • Data to Import
  • Show only invalid rows
  • Statistics
  • Errors
  • Statistics from validation
  • Run backup
  • Exception spreadsheet
  • 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)
  • 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)?