How can I Import Items from CSV File?

Updated on January 31, 2019 10:24PM by Admin

You can create items individually or you can import the list of items into Items App with a CSV spreadsheet file.

Steps to Upload Items from a CSV File

  1. Log in and access Items App from your universal navigation menu bar.
  2. Click on "More" icon and select “Import” from the left navigation panel.
    import-itemsBefore uploading your file, verify you don’t make any common errors.
  3. Click on the “Import” button.
    csv-import

  4. You can Import the files using two different options.
    • If you choose “New Import”, to import a completely new .csv file.
      • You need to “Browse” and choose a .csv file and click on “Next”.
        Upload new item
    • If you select "Update Existing records", you can update the existing Items based on any specification.
      • You need to “Browse” and choose a .csv file and click on “Next”.
        Update existing item
      • You will have an added field called “Uniqueness check” to check the Items based on criteria and then click on “Import”.
        Uniqueness check
  5. Map items fields to respective CSV field as shown in the below instance. Make sure to map the custom mandatory fields. 
  6. After mapping the all fields as shown in the below instance hit the "Import" button to import records.
    import-button
  7. Once you are done with mapping click “Proceed”
    proceed
  8. Finally, the page will show the number of  #of Records, #deleted records and #of ignored records and click on "Start Import".
    start-import
  9. Here we go, the import is done successfully and the log will display the totals of imported records, failed, and etc.
    log

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