Importing in Products.

To import in Products, first Create an Excel spreadsheet with your column headings for each field name you wish to import. Using Import Data, map the file location for your spreadsheet to the Filename, choose the correct worksheet if you have multiple sheets in your Excel file, name your import, then use the Columns tab in order to map each Column to its corresponding field.

In order to import Products, go to File > Import Data > Products. 

• Required Fields:
  • Product ID
  • Item Type for new Products.
  • Product Class for new Products.
  • Product Type for new Products.
  • Vendor name is required for any Product Supplier fields.
  • Warehouse is required for any Warehouse record fields.

You can find detailed instructions for importing products as well as templates on our training page!