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Importing Products

Importing Products to your DB

By importing an Excel spreadsheet you can add multiple Products to the database at one time. You can use your own spreadsheet or you can use our template.  When you click the Import tab in the MMPD interface, you have three options: [CSV Import], [EZ Match], and [DMPI Import].

File:Managing_Data/Adding_Products_to_Your_Database/Importing_Products/image001.jpg

The CSV Import Template

Open the MMPD interface, click the Import tab, and then click the [CSV Import] button.  The following screen will display:

File:Managing_Data/Adding_Products_to_Your_Database/Importing_Products/image002.jpg

Click the “Click here to create a new empty import file” link.  The “Save empty CSV file” from will open:

File:Managing_Data/Adding_Products_to_Your_Database/Importing_Products/image003.png

Select your save location, enter a file name and click [Save].  Excel will open the file you created.  This file will have column names that correspond to and are mapped to fields in your SI5 database.  Edit the form and Import the data into your SI5 database either via the CSV Import or EZ Match Import functions:

File:Si5Wiki/SI5/05Product_Data/2MMPD/4Importing_Products/csv_import_template.jpg

 

notes_50At this point, there are only three required fields: Manufacturer, Model, and Category.  Make sure that the Category is spelled exactly as it is in SI5.  If the Category is misspelled you will be prompted to create the Category:

File:Managing_Data/Adding_Products_to_Your_Database/Importing_Products/image005.png

Clicking [No] will void the import while clicking [Yes] will open the New Category form:

File:Managing_Data/Adding_Products_to_Your_Database/Importing_Products/image006.png

Enter an ID and select Type: Equipment, Labor, Speaker, or Wire. See Categories for more information.

 

 


 

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Last modified
13:43, 26 Nov 2013

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