Importing data into Acctivate

Need to update information in Acctivate, or import new information into Acctivate? Check here for a list of all of the imports you can perform and how to perform them.

Acctivate Data Import Specifications

The import data function in Acctivate allows you to import a variety of information (i.e., customer information including customer ship-to addresses, customer product IDs, product information, product prices, product components, lot and serial numbers, shipment information, inventory receipts, balance adjustments and warehouse locations) directly into the system from a file.

There are two steps to performing imports within Acctivate:

1. Build out your Excel Spreadsheets with the information that you'd like to import. Spreadsheets should be formatted with column headers in the top row (if desired) and each row after to be a record with the corresponding information in the appropriate column. For guides on what fields Acctivate allows you to use, please click the appropriate link to be taken to a docs entry about that specific import. 
   1. Customer Imports: 
      1. Import Customer Information
         Used for importing new customers, or updating customer information.
      2. Import Customer Product IDs
         Used to import in customer specific product ID relationships.
   2. Inventory Imports:
      1. Import Product
         Used for importing in new Products, or updating Product Information. For new products, you can also import in initial balances for the products in question.
      2. Import Product Class
         Used to import and update product classes and their COGS/Sales GL accounts.
      3. Import Product Components
         Used to import BOM's for assembly, assortments, or kits.
      4. Import Product Prices
         Used for creating Price records for products. This includes customer specific pricing and Product price codes. For Product List price, instead use the Product Import.
      5. Import Product Type
         Used to create and update product types.
      6. Import Inventory Receipts
         Used to create Inventory Receipt sessions.
      7. Import Balance Adjustments
         Used to create Balance Adjustment sessions. 
      8. Import Lot/Serial Numbers
         Used to import in Lot or Serial numbers. The import creates and posts an Inventory Receipt transaction with the current date. This import will also create warehouses if the warehouse in the source file does not already exist. Typically used by the Acctivate Onboarding team; it's recommended that the Inventory Receipts import is used to create lot/serial numbers.
      9. Import Inventory Transfers
         Used to create Transfer sessions. 
      10. Import Warehouse Locations
          Used to create or update locations. Not used for assigning locations for products, instead use the Product import.
   3. Shipping Imports:
      1. Import Shipments
         Used to import shipment information into existing shipments. Cannot be used to create new shipments.
   4. Sales Orders:
      1. Sales Order Import
         Used to create new sales orders. Typically used for manual imports of orders from commerce platforms or from other systems. 
2. After Spreadsheets are built out, then it's time to perform the import. The steps are the same for each import besides the sales import.  Once an import template is created, it can be reused later down the line.
   1. Data Imports
   2. Sales order Imports

For a guided how to of the import data tool, as well as a demo of how to use the tool, be sure to check out our webinar.