This article goes over the steps for using the Import tool to create transfers from a file.
The Import Transfer feature allows you to easily and quickly import an Inventory Transfer session into Acctivate from an Excel file or a standard CSV file without having to type everything into the system manually. This import can be used to either create a new session for review or go straight to posting the session.
Before you attempt an import, you must first have a file that you want to import. It’s up to you on how to get this information, perhaps a flash drive containing a file from a manufacturer or distributor with all (or most) of the relevant information you need to setup the transfer session in Acctivate. Check out our Import Inventory Transfer article on which fields are available for import.
Select Import Type [1/5]
- Select File > Import Data to open Select Import Type, the first of five windows in Import Data.
- Click Transfers from the Inventory folder in the #1 Select Document Type window.
- If you’re creating a new template, click Create Mapping on the right side of the screen in #2 Select Mapping. It is necessary to create a new mapping profile for the first time that you import a file. When modifying an existing template to use a different spreadsheet, select the specific mapping and click Edit Mapping.
Mapping Editor [2/5]
- Choose the Excel (xls, xlsx) spreadsheet or CSV file you wish to import in the Filenamebox within the Source Spreadsheet section. After selecting the file to import, the information listed in the file will be displayed in the Preview window on the right-hand side of the screen. Each column will be labeled A, B, C, and so on, depending on how many columns there are in your file.
- If the file contains multiple tabs, select which one you want to import by using the drop-down menu in the Worksheet field.
- Check or uncheck the First row of spreadsheet contains field names check box depending on the values of the first row on the worksheet. If the first row contains the titles of each column, check the box to view the titles as they are in the file. These titles will not be used in the import process, but rather as a reminder of what information is listed in each column.
- In the Summary section, give the template an ID, Name, and Description to identify what you’re importing, as well as marking the mapping as Active (or unchecking the Active box to make it Inactive). Use relevant, unique information for easy recognition in case you wish to go back and reopen the saved mapping at another time. If you’re editing an existing map, you won’t need to specify this information unless you simply want to update it.
- To map the spreadsheet columns to fields in Acctivate, start by selecting the Columnstab. It’s best to name the columns in your spreadsheet as something relatable to the field it will be imported into on the Inventory Transfer window. The Preview section of the mapping editor shows you which column has been mapped to each field in Acctivate. The top row shows your spreadsheet headers and the second row shows the field it’s mapped to.
- Click on the specific Acctivate field you wish to map to make that row active and choose the column from your spreadsheet in the Mapped field section.
- Repeat this process until you have mapped all fields in your spreadsheet you wish to import.
- Most customers can leave the Options tab as is. These advanced options tell Acctivate how to handle duplicate and missing information. For more information about these options and how they affect the import, check out the Advanced Import Options article.
- Once the mapping has been completed/updated, click the Save Mapping button.
- Click the Begin Import button, after you have reviewed the information in the Previewwindow for approval.
Data Editor [3/5]
- The third window, called the Data Editor will open.
- Depending on what you want to view in the Data to Import data grid, check or uncheck the check box near the top that reads Show Only Invalid Rows.
- Near the bottom of the window in the Statistics section, the number of passed and failed rows will be shown, as well as a total row count. Please review this information and act accordingly.
- If rows failed (unchecked), an explanation of the error will be displayed in the Errorssection, as you select each line.
- There are a few options for resolving errors:
- Edit the data from this window. This will not update your spreadsheet, but it will allow you to edit the data in order to import the failed rows.
- Click the Back button, click on the Acctivate field with the error, and Show Conversions. This gives you the ability to “convert” values in the spreadsheet from incorrect to correct data. Based on the error shown above, we can setup a conversion for Product ID in the previous screen:
- Close the Import Data utility, update your spreadsheet, and start the import over.
Note: Acctivate can create a spreadsheet with all the rows that failed the import (this step is detailed in the Importing [5/5] window section, step 2).
- If the error is not in the source file, the error could have been made when mapping. If this is the case, click the Back button and in the Columns tab review your mapping. Re-save if changes are made.
- When ready, click the Next button.
Import Confirmation [4/5]
- The fourth window, Import Confirmation will open.
- Before actually importing the data, review the statistics given in this window.
- If you approve the provided statistics, click the Finish button. To correct failed rows, see step 5 of the Data Editor [3/5].
- You will be prompted to backup your database before importing. Database backup is strongly recommended.
- Click the Start Backup button.
- You will see a “[…]Do you wish to proceed?” prompt. Select Yes.
- The Importing will open. This window is where the actual data is being imported into Acctivate. A progress bar will show progress as the data is imported into Acctivate. Importing may take a considerable amount of time depending on the size of the file being imported and the speed of your system. Never end task on an import. There could be a large list of rows causing it to seem locked up or frozen or an exception spreadsheet being created for any errors.
- If there were errors, you will be prompted to create an exceptions spreadsheet. This spreadsheet can be used to cleanup any bad data and re-imported without having to manipulate the original spreadsheet. Each row in the exception spreadsheet will list the specific error that caused it to fail. Click Yes and select a location to save it.
- A pop-up window will appear when the Import process is complete. Click OK on this pop-up window.
- Statistics (as described in the previous steps), as well as, the number and types of records created and updated in Acctivate will be given in the window. If a spreadsheet was created with the failed rows, the Directions Section will appear in this window. It tells the user where the file was saved so it can be opened in another program (i.e. Excel) to make your changes and import the modified spreadsheet. Click the Open button and the spreadsheet will open with all the failed rows, which will include the row number as it relates to the your original spreadsheet and exceptions (a brief explanation of why each row failed the import).
- Click the Close button.
- If you chose to leave the default option to not post the transaction, open the newly created session Inventory Transfer session from the Inventory menu. If you chose to post the transaction immediately, there won’t be an Inventory Transfer session in the list.