Importing Data

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)
• 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)?