Importing and Exporting to Spreadsheets in coreSTORE

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:

Warnings

The system will also provide warnings when it has to make corrections.

This can happen if:

• a. you don't specify an item id when one should have been specified
• b. you are updating an item that was previously deleted.

This just means the system had to take corrective action while importing. This should not affect the outcome of the import.

Failed to Import

If the import fails, it will tell you what lines in your spreadsheet need to be fixed. Errors will stop the import from finishing and roll back any changes.

Exporting Items

Go to the Items view and select "Excel Export" from the "..." dropdown menu.

An excel file will be downloaded to your default download location on your desktop. Here is an example of an Items export.

Importing Customers

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

Follow the same procedures outlined for Items.

Exporting Customers

Go to the Customers view and select "Excel Export" from the More Button("...") dropdown menu.

An excel file will be downloaded to your default download location on your desktop. Here is an example of a Customer export.

Importing Suppliers

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

Exporting Suppliers

Go to the Suppliers view and select "Excel Export" from the More Button("...") dropdown menu.

An excel file will be downloaded to your default download location on your desktop. Here is an example of a Suppliers export.

Importing Gift Cards

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

Exporting Gift Cards

Go to the Gift Cards view and select "Excel Export" from the More Button("...") dropdown menu.

An excel file will be downloaded to your default download location on your desktop.

Here is an example of a Gift Cards export.

Importing Attributes

Attributes can also be imported through the spreadsheet. To do so, you will use the Item Attribute Value column in the spreadsheet.  In the example below we are importing two attributes Caliber and Action. You can have multiple values if you separate them with a |.

Note: For more information on how to add attributes to items and create Item Variations from them, see Setting Up Item Variations in coreSTORE)