Differences

This shows you the differences between two versions of the page.

--- start:utilities:excel_file_import [2021/01/21 10:14] – created Troy
+++ start:utilities:excel_file_import [2021/05/24 09:53] – Troy
@@ Line 2: / Line 2: @@
 The ability to import an excel file to build selected areas of your POS data has been developed and the ability to import more types of data will be expanded upon in time. To import data, please start by downloading one of the template files below.
+If a required column is missing from the excel, this will be noted on the page after import
+If an error with data occurs, it will be marked in RED - the file will not be able to be processed until all errors are corrected in the excel file
+If an item is valid, it will be marked BLUE for updating existing item or PINK for new item creation
+===== Using the templates =====
+The amount of information to import can be quite complex and so we have created two sample files that you can use to customize what information you want to import in to the system. We would recommend you download both files and have a look at both of them to get an understand as to the data that can be imported. The bare minimum file should be used as your base and you can add extra columns as shown in the full file to create your own customized import file containing only the information you want.
+For example, if you are importing a stock file and only need to create a product with price levels 1, 3 and 5; then you do not need to include the other price level columns.
+If you add a column that is not valid or contains invalid information, then the validation system should alert you to the issue after you have uploaded the file.
 ===== Stock =====
 Minimal Information:
+{{ :start:utilities:creating_a_excel_file_for_import.pdf |}}
+{{ :start:utilities:stock-bare-minimum.zip |}}
 Complete Information:
+{{ :start:utilities:stock-full.zip |}}

CloudHQ4 Manual

User Tools

Site Tools

Differences

Page Tools