How to bulk import materials

To quickly add materials you can bulk import using the import/ export feature.

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Step 1.

Head to Import/ export under Global Settings. Click the Materials tab.

Click on the Template CSV file with column headers here. Add or copy your data to the spreadsheet.

Step 2.

You only need to fill the required fields.

Step 3.

The Material import facility provides the ability to set the following columns in the CSV file:

Step 4.

After you complete and save the spreadsheet, click Choose File and browse to the template file you have created. At this point, you will have the option to Import the file:

Step 5.

If there are errors in file format or data, an error message will be displayed. Data errors will be displayed by spreadsheet row number. Typical errors are:

  • Blank reqd data
  • Duplicate item codes and / or descriptions

Once corrections have been made, repeat the Import. When finished, you will be notified that the import was a success.

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