Import SIF/Import From File |
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*NOTE: Be SURE to separate your contacts into Groups. Example: Clients should be in one file, while Vendors are in a separate, second file. Each to be Imported separately, one at a time.
***View a Video Tutorial on how to do a Client Contact file Import here. For how to Import your Vendor contacts and Inventory Stock Items watch the video here.***
Once you have your file, Select File - Import - Import from File.
Choose the Type of Import to be completed at this time
For further help on Importing a Contact (Clients, Ship To's, Vendors) continue below. For Inventory Stock Item Imports, continue here.
When you complete an import, if you wish to Import another Type of Import, you will need to start the process over again with your next CSV Source File. *It is BEST NOT to Import the same contacts or inventory items again, as the system will create DUPLICATE records. If you need to ADD to the Type of Import you did last, it is BEST to remove the Contacts or Stock Items already Imported from the file used to import. If you do not remove them, they will be duplicated in the Address Book or Stock Glossary in Design Manager; however, you WILL be able to Delete them on the Commit Imported Records preview, or from the Address Book, or Stock Items Glossary once the Import is completed.
*NOTE: To block a user from being able to import a file, be sure to lock the following password attribute. See Security and the Company Information Users & Security Tab for more information on setting restrictions.
The following Import Data window will appear:
On the Left is your Imported Source File (this may not be the same as the examples shown above, as it uses the column from your file), to the right are the Fields you can Link to in Design Manager.
Continue to Link each Source Field to a Destination Field until all are complete. When a Bullet appears to the left of the Source field, you will know that you have Linked that field.
On the right panel (DM Destination) you will also see the Bullet for the DM Destination Fields that are Linked, along with >> to show what Source Field is Linked specifically. In the highlighted Example above, you will see that the Notes, from the Source Fields is Linked to Notes on the DM Destination Fields.
To Remove a Link, highlight it on the DM Destination Field Panel and Choose the << Remove button.
*Tips: If you have a Company or Name Source, you will want to Link it to multiple fields on the Destination side. Company/Name should most likely be Linked with the Code, Name, and Sort Name destination fields. *Address - If you have more than one Address Line, Link each one separately with their corresponding Address Lines on the Destination panel. Do NOT use the Full Address field if you are linking each one separately. If you have the entire Address under one Address Line in the Source panel, then you will ONLY use the Full Address field on the Destination panel.
Import First Row/Record: Choose this if your file does not have title headers for the columns. If the first line of the file is a Contact, then you will want to select this option.
A Commit Imported Records window will appear. This is a preview of how the information will look in your Address Book when the Import is complete.
If there are any records you wish to delete and not Import in, highlight them and choose the Remove
If you Choose YES, and the Import is successful the following window will appear.
You will now see your Contacts listed in the Address Book.
If the import type chosen is Stock Inventory, the following window will appear:
On the left is your Imported Source File (this may not be the same as the examples shown above, as it uses the column from your file), to the right are the Fields you can Link to in Design Manager.
Continue to Link each Source Field to a Destination Field until all are complete. When a Bullet appears to the left of the Source field, you will know that you have Linked that field.
On the right panel (DM Destination) you will also see the Bullet for the DM Destination Fields that are Linked, along with >> to show what Source Field is Linked specifically. In the highlighted Example above, you will see that the Notes, from the Source Fields is Linked to Notes on the DM Destination Fields.
To Remove a Link, highlight it on the DM Destination Field Panel and Choose the << Remove button.
*Important Tips Before Importing:
Import First Row/Record: Choose this if your file does not have title headers for the columns. If the first line of the file is a Contact, then you will want to select this option.
If there are any records you wish to delete and not Import in, highlight them and choose the Remove
Choosing OK will display a Warning Message, asking you to Commit to Importing these Records into the Address Book.
If you Choose YES, and the Import is successful the following window will appear.
You will now see your Stock Items listed in the Inventory Stock Item Glossary.
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