InventoryCloud Help
Click here to see this page in full context

 

Import Data

The Import Data function enables you to import data from external sources like .csv or .txt files into the program's database. This allows you to quickly add information to your database rather than having to manually add it when you are initially setting up your software.

 

Importing Data 

List of fields required for each import

Download v7 export scripts

Import Tools

 

There are several factors to keep in mind when importing data:

  1. Data must be imported into the database in the following order: Site, Locations, Category, Customer, Vendor, Manufacturer, Unit of Measure, Item, Item Location, Item Vendor, Bill of Materials, Inventory, Check Out, and Reset Inventory.
  2. Some Imports can modify existing records.
  3. If your data normally resides in a different data format, you must first use your existing database software's File > Export or File > Save As function to translate the data to a .csv or .txt file.  
  4. You must strip out all currency symbols, including (but not limited to) these examples:  $, ¢ , ¥, £, §, or ¤, if you are about to import them into a numeric field, such as Cost, List Price, etc. They are permissible in text fields.
  5. Commas, sometimes used as "thousands" separators, should be removed from numeric fields.  
  6. Commas are permissible in text fields only when residing within a pair of double quotes, which will cause them to be treated as normal text, not as field delimiters.

 

Importing Data

  1. Click on the Settings > Import Data.

  1. The Import Data screen will appear.

Import Settings

 

  1. Select the Form Name.

Note - Refer List of fields required for each import

  1. Once you select the Form Name, Download CSV Template for link will appear. This link will be associated with the type of data you want to import. Click on the link, the CSV template will get downloaded.  You can use the template to make sure that your data format is correct while importing it.

  1. Select the Delimiter Name. The delimiter is a symbol that separates each of the data values. For example, if you select Comma from the Delimiter Name drop down, InventoryCloud will know that commas separate the data in your import file.
  2. First row contains column header: Click on the checkbox only if the first row in the file that you are importing contains the header names. On selecting the file, the columns will get automatically mapped.

  1. Only Update Existing Record: Click on the checkbox if you want to update existing data. This checkbox will appear only for the Customer.

Note:  

 

Select Files to Import

  1. Click on the Select Files button to import the file.

  1. The selected file will appear in the Select File to Import section. The uploaded data will appear at the bottom of the page.

Important Note: Importing Customer CSV File -  You can only enter Billing or Shipping address. Make sure to enter the “Billing” or “Shipping” under Address Type Column while importing the Customer details. If the Address Type column is empty, then by default, address type will be imported as a billing address.

  1. In the Map Columns section, verify that each column is mapped to the correct field. If not, use the dropdown menu on each column to select the correct field.

Mapping Mandatory Field - Make sure to map the mandatory field and if it is not mapped then the application will throw error indicating that the particular field is required and it should be mapped. Map the mandatory field and proceed further.

  1. When you are done mapping columns, click on the Import button. The import status will appear in the Status section:

Click on the View error log to view the error details.

  1. A message will appear once the import data is successful. If you want to import more data, click the New Import button.


If there is any error in importing, then following message will appear:

 

 

 

List of Fields required for each Import

Here are the mandatory fields required for each import:

Note: Please note field names can be changed and additional fields can be made required by users. These are the field names that are required by default in the system.

  1. Sites - Site.
  2. Location - Site, Location.
  3. Category - Category Name.
  4. Customer - Customer Number (Customer Number can be alpha-numeric).
  5. Vendor - Vendor Number, Vendor Name (Vendor number can be alpha-numeric. If you don’t have vendor numbers, you have Vendor Name in both the number and name field).
  6. Manufacturer - Manufacturer Name.
  7. Unit of measure (UOM) - Unit Name, Abbreviation, UOM Type (simple count, length, area, volume, mass, or time). The software comes with many standard units of measure already. This is only if you need to add something that the software doesn’t have.
  8. Item - Item Number, Cost (can be 0), Type (Inventory, Assembly, Kit, Non-inventory, or Service), Stocking Unit, Sales Unit, Purchase Unit (if not each), and Cost Method (Moving Average, FIFO or LIFO).
    If you require tracking (Serial Number, Lot, or Date Code), Vendor Number or Ref# (When adding inventory), or Customer Number (When removing inventory) place a T for True in the appropriate column on the line.
  9. Item Location - Item Number, Site, Location (this is if you want to import a primary location for an item or import a min/max stock level for an item).
  10. Item Vendor - Item Number, Vendor Number, Vendor SKU, Unit (This is if you want to import an associated vendor with a specific item).
  11. Bill Of Material - Item Number, Sub-Item Number, Quantity.
  12. Inventory: Item Number, Site, Location, Quantity, (If the item has trackbys those are required) (Importing the quantity at a site and location for an item. Also any possible trackby information).
  13. Check Out - Item Number, Site, Location, Quantity, Vendor number, or customer number (If the item has trackbys those are required).
  14. Reset Inventory - Item Number, Location, Quantity, and Site.

 

Import Tools

The "Download Import Tools" link on the Import screen lets you download the Bulk Attachment Importer, Active Directory LDP Extraction Tool, Wasp Utility Config, and Utility Readme document.

Follow the steps below to download the Import Tools:

  1. Click on the Settings > Import Data.
  2. The Import Data screen will appear.

  1. Click on the Download import tools to download the following application.
  2. The ImportTools.zip file will get downloaded.

  1. Unzip the ImportTools.zip file. A file named UtilityTools will appear in the folder.

Note: Copy the Folder path for configuration. C:\Program Files (x86)\Wasp Barcode Technologies\UtilityInstaller\

 

Refer Bulk Attachment Importer and Active Directory LDS Extraction Tool for more details.