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)?
Webinars
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