Getting Started

Created by Ezra Weinstein, Modified on Tue, 10 Jan 2023 at 02:43 PM by Hannah Harris

Importing or exporting records to and from spreadsheets is easier than ever and makes migration from other systems manageable.


Importing Items

To Import Items, go to the Items View and then click the more button ("...") and select Excel Import.

Step 1: Download Spreadsheet Template & Upload File

A. Download a Spreadsheet template file:

  • Existing Items (includes all existing items)
  • New Items (blank)

B. Make modifications to the spreadsheet and upload the file.

Step 2: Match Spreadsheet Columns to the Database (optional)

  • If you did not see the "Spreadsheet Column Mapping Complete" dialogue, that means you are missing columns or the column names could not automatically be matched by the system.
  • Item Name is Required

    Not all fields must be matched to the database. However, the Item Name is a required field and if this column is not matched to the database it will not let you proceed.

Importing Additional Item Numbers

You can now import additional item numbers by putting them in the Item Number Column delimited by a "|" (pipe) symbol.

Step 3: Validate and Complete

  • If the import was successful you will see this:


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