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Manage Imports

The Manage Imports feature allows an Administrator to upload, review, and process data into the system.

To import a job

  1. Go to the (Settings) > Manage Imports.

  2. Click the button at the upper right corner of the page.

  3. From the Domain list, select the type of data to import (for example, Inventory Manufacturers, Inventory Suppliers, Inventory Items, or Assets).    

  4. Click Download Users Template button to download the MS Excel sheet and fill the data into it.

  5. To understand required and optional fields:

  • In the Fill in your data section, open the Field guide list.

  1. Open the downloaded template and enter the data based on the Field Guide list.

  2. Upload the completed template by dragging the file into the upload area or selecting it from the folder.

  1. Review the field mapping, and then click Confirm mapping.

NOTE  Make sure All Required fields are completed and contain valid values before confirming the mapping.

  1. If the mapping contains error:

  • Click Download Error Report to review the issues.

  • Correct the data in the template.

  • Upload the updated file again.

  1. After resolving all errors, click Continue with Import.

  2. The system processes the file and adds data into the selected domain.