Data Imports

Data Imports

 
Data Imports will play a vital role in changing your items.  This feature allows you to change thousands of items at once, which will save you countless hours.  For instance, your supplier has sent you notice that they are increasing the cost of all of their items by 5%.  Or you want to make a bulk number of items inactive.  All of that can be done here.  
 
 
 
 
A majority of Data Imports is done on a single page.  Here you will select the import type, the import fields, tags and file type. 
 
 
Import Type:  There are 4 default import types that will dictate the changes being made and what fields are required.
  • Import Item Master - New:  This is used when creating a NEW Item Master.  
  • Import Item Master - Edit:  This is used when editing an Item Master.
  • Import Item Location - New:  This is used when adding items to a specific location(s).
  • Import Item Location - Edit:  This is used when editing items at a specific location(s). 

 

Import Type Name:  When loading a default Import Type, you can add additional fields to import.  When

doing this, you can save the Import Type Name for future imports, so you do not have to select the additional fields again.  An example of this would be changing a sale price, start and end date.  You will add the additional fields, and rename the Import Type Name prior to importing. This template will save, so the next time you need to change sale information, it will be quicker and easier.

 

Import Fields:  The import fields will update with the minimum required fields

for each Import Type.  Non-required fields can be removed from the import fields by selecting the X.  These fields MUST match the columns in your import file.  If the Import Fields are out of order in OpSuite, you can move them to match the order of the columns in your file.

 

Available Fields and Available Tags:  Each Import Type has a different set of available fields that can imported.

  To add fields to the Import Fields, click on the drop box and find the field you want to add.  Select the field name, and click Add Field.  This will add it to the list of Import Fields.  You can add the fields in the order of your import file columns, or you can add them and arrange them under Import Fields prior to uploading the file.

 

File Type and Column Header:  Data Imports accepts CSV and TXT (tab file).  You must select which file type you are importing.  Column Headers are the top row of your import file.  If you have labeled each column with the field name, you will want to change Column Header to Includes Header, so that Data Imports does not try to import line 1 of your file.


                                                      

 

File Selection: The file you are importing can be dragged and dropped into the Drop File box, or you can click in the box to search for the file.

 

 

 

If you add the wrong file, you can click "Remove file", and re-upload it.  

 

 

Review & Verify Import:  Once your file has been added, you will want to Review and Verify Import.  This allows you to confirm that each column in your file corresponds with the correct Import Field.  Here you will also select the locations to apply this change to (if using the Item Location Detail import).  If all information looks correct, you are ready to Stage the Import, or Schedule the Import.


 

 

 

Starts the process of importing all the item changes into the database.

 

 

Scheduling an Import allows you to select the date and a timeframe in which the file will be imported.  This is extremely helpful if price changes are to take affect on a certain date.  You can do all of the prep work, and schedule it to be completed at a later date.

 

 

 

 

 

Once the file has been scheduled or staged, it will appear on the Import History page.  Here you will see the status of the import.  You may also view more details by clicking on the list icon.  If the import was scheduled, you will see the scheduled date and time in the column marked Scheduled Date.  You may view the Import History page outside of creating a new Import by selecting Import History in the OpSuite menu.


 

 

Files are imported on a 30 minute schedule, which means it begins the import every 30 minutes (1:00pm, 1:30pm, 2:00pm, etc).  

 

Once the file has been imported into OpSuite, you will see the Import Status change.

  • Import Successful:  Every line in the import has been imported successfully into OpSuite.
  • Successful with errors:  Some lines/data failed to import, but the remaining have successfully imported into OpSuite.  To view the lines that did not import successfully, you may select "View Error Log".  This will display each line that did not get imported, and for what reason.  You can correct just those lines and import once again.
  • File Staging Failed:  There is an error in each line of the file, and no data was imported into OpSuite.  To view the error, click "View Error Log".  This will explain why the file did not import.


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