Item records can be imported via the Job system or using the
Quick Import tool.
Importing Item Records Using the Job System
To
import Item records using the Job system, set up an Import – Data
job as described in Managing
Jobs in the Administration Module. Load the file containing your
import data in the Data Source tab.
Importing Item Records Using the Quick
Import Tool
Follow these steps to import Item records using the
Quick Import Tool:
- In the Utilities accordion menu, select Quick
Import.
- Select the Item Data tab at the top of the page.
- Set the fields that are included in the import data. The first
field of each record must be the Item Code. Use the drop-down lists to
set each subsequent field.
- Uncheck the Updates Only box unless you are importing data
for existing records and only want to import data that has
changed.
- Paste the import data into the text field.
- Click Import.