How can I Import Items from CSV File?

Updated on December 18, 2020 06:09AM 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

  • Log in and access Items App from your universal navigation menu.
  • Click on the More icon and select Import.

  • Before uploading your file, verify you don’t make any common errors.
  • Click on the Import button.

  • You can Import the files using two different options.
  • If you choose New Import, you can import a completely new .csv file.
  • You need to Browse and choose a .csv file and click on Next.
New Imports

  • Select the attributes that you would like to group from the Grouping Attributes dropdown.
  • Map items fields to respective CSV fields as shown in the below instance. Make sure to map the custom mandatory fields. 
  • After mapping all fields as shown in the below instance, hit the Import button to import records.
Grouping Attributes

  • Once you are done with mapping click Proceed on each validation.

  • Finally, the page will show the number of  #of Records, #deleted records, and #of ignored records and click on Start Import.
Start Import

  • Here we go, the import is done successfully and the log will display the totals of imported records, failed, and etc.

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