Import Products into
invoiceit!4
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invoice it!4
allows import of clients, products, vendors and debtors. This is accessed
from Setup - Import/Export button at the bottom.
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click
on image to enlarge
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How to
import products
this guide is as detailed as possible to enable novice users to follow the
steps.
Prepare the data:
1) from the 'Select Data Type' dropdown, select Spreadsheet
2) from the green dropdown, select 'Clients'
3) double-click the large panel at the bottom to open the client import
template (it is located in your program folder ...\invoiceit\import).
Delete the sample entries (Line2 and below)
4) from File Menu, select 'Save as' and save a copy of this template in
another folder (as backup).
5) Right-click on the 'Products' tab at the bottom and select Insert.
Click on Worksheet, then click OK. A new worksheet is created named
'Sheet1'.
6) Right-click on the new worksheet tab and select 'Move or Copy'. Select
(move to end) and click OK.
7) From File Menu, select Open and locate your old data spreadsheet and
double-click it.
8) Press Ctrl+A (to select all), then Ctrl+C (to copy all)
9) switch to the new worksheet 'Sheet1' on the import template, click on
cell A1 and press Ctrl+V (to paste all).
You now have both the import template and your old data in the same
spreadsheet.
Map the fields:
1) click on the 'Products' worksheet and select cell A2 (the first
empty cell at top left).
let's assume your old product ID is in column C of the worksheet 'Sheet1'
and the first row contains your field headers.
2) in cell A2 on the 'Products' worksheet, type =Sheet1!C2
and press Enter. You will see the old product ID displayed in cell A2 of
the template.
Repeat the same with other columns - Example: if your OLD product name is
on Sheet1, column A, type =Sheet1!A2 and
press Enter. Always use the row number of your old data worksheet which
contains the FIRST entry.
3) continue with other columns until all columns from worksheet 'Sheet1'
have found a corresponding column in worksheet 'Products' (see complete
column list and their expected content below).
4) when you have completed this, select Row 2, click on the black dot in the bottom right corner of
R2 and drag
this down as far as required. Example: if you have 250 products, drag as
far as Row 251.
All entries from the old data worksheet are now 'copied' to the template
worksheet.
5) from the File Menu, select 'Save' (or press Ctrl+S).
Close the spreadsheet and switch back to invoiceit. Click on the Import
button and it's done.
Product columns in detail - those in red are required entry
fields:
The lookup lists mentioned below can be found on Setup - List selector at
left.
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A
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B
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C
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D
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E
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F
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G
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H
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I
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J
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K
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ProductID
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PType
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Description
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GroupID
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VendorID
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ListPrice
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Price2
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Price3
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Price4
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Price5
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Cost
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max. 12 char. - alpha-numeric
Required Entry
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Enter either
1 (product) or
2 (service)
If left blank, import will assume 1
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max. 150 char.
Required Entry
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Product Group: use ID as per list #12
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must have matching entry in Vendors.
Numbers only >50000
Leave blank if you have not yet imported vendors (or
don't have any)
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If you don't have a price, enter 0. Required Entry
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as per Setup p.6
leave blank if not used
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as per Setup p.6
leave blank if not used
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as per Setup p.6
leave blank if not used
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as per Setup p.6
leave blank if not used
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use only if this is a service charge with a cost component,
otherwise leave blank
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L
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M
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N
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O
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P
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Q
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R
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TaxRate1
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TaxRate2
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TaxRate3
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TaxRate4
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Min
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Max
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Diminish
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Not used in USA/Canada
Enter tax rate for this item divided by 100
(6% = 0.06) or enter 0 if no tax
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USA/Canada only
first tax from Setup p.1
Enter tax rate for this item divided by 100
(6% = 0.06) or enter 0 if no tax
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USA/Canada only
second tax from Setup p. 1
Enter tax rate for this item divided by 100
(6% = 0.06) or enter 0 if no tax
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USA/Canada only
third tax from Setup p. 1
Enter tax rate for this item divided by 100
(6% = 0.06) or enter 0 if no tax
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minimum inventory (numbers only). If you don't monitor
inventory, leave blank
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maximum inventory (numbers only). If you don't monitor
inventory, leave blank
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If you don't monitor inventory, enter -1 (minus 1),
else enter 0
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