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Importing Item Changes'">Importing Item Changes

Refer to General Importing instructions first for information on import preparation.


For a successful Item Change import your sheet must at least contain the following information.

A column for the Manufacturer
A column for the Part Number or Manufacturer Part Number
A column for the Item Description
A column for the List Price

Also:
> No cell should be left blank in your spreadsheet or the import item will fail.
> The manufacturer data on the .xls sheet should read exactly how the manufacturer is listed in ISQuote.  Example:  If your manufacturer listed in ISQuote is Widget your manufacturer data in the .xls sheet should read "Widget"  in every row.
> When formatting your .xls sheet refer to the acceptable column headings below.
Acceptable column headings for importing new items, item changes and pricing changes.

Column to Import	Acceptable Column Heading	Acceptable Column Heading	Values
Manufacturer	manufacturer	mfg	Must match the mfgID in ISQuote
Part Number	partnumber	part
Mfg Part Number	mfgpartnumber	mfgpart
UPC Code	upccode	upc
Item Description	itemdesc	description	Up to 500 characters
Series	series
List Price	listprice	price
Weight	weight	wgt
Unit Surcharge	unitsurcharge	surcharge
Item Price Type	itempricetype	pricetype	Must match the Item Price Type in ISQuote
Item Category	itemcategory	category	Must match the Item Category in ISQuote
Spec Sheet	specsheet	specificationsheet	Must contain the full address:  http://
Spec Sheet Label	specsheetlbl	specsheetname
Info Sheet	infosheet	informationsheet	Must contain the full address:  http://
Info Sheet Label	infosheetlbl	infosheetname
Item Notes	note	itemnote	Up to 500 characters
Unit of Measure	um		Up to 6 characters
Footnote 1	footnote1	fn1	Must match Footnote code in ISQuote
Footnote 2	footnote2	fn2	Must match Footnote code in ISQuote
Footnote 3	footnote3	fn3	Must match Footnote code in ISQuote
Footnote 4	footnote4	fn4	Must match Footnote code in ISQuote
Pricing Flag	pf		Values:  A, L, N, or X
Box Quantity	boxqty	boxquantity
Box Quantitiy Required	boxqtyreq	boxqtyrequired	Yes, no
Case Quantity	caseqty	casequantity
Case Quantity Required	caseqtyreq	caseqtyrequired	Yes, no
Pallet Quantity	palletqty	paletquantity
Pallet Quantity Required	palletqtyreq	palletqtyrequired	Yes, no
Image File Name	image	imagename	Image must be loaded into the Images folder of ISQuote.  Call for assistance.
Series Description	seriesdescription	seriesdesc
Expiration Date	expirationdate	expdate
Competitive Maufacturer	compmfg	compmanufacturer	Competitive Mfg must match Competitive Mfg in ISQuote
Competitive Part Number	comppartnumber	comppart
Competitivie Item Description	compdescription	compitemdesc

From this point forward you should have the.xls sheet prepared and saved.
To begin select > Imports from the main menu
You will now be directed to the Add Import screen. Select > New



Add Import


 Fill in the appropriate information.

Import Description	Enter a description for this import such as "Widget Item UPC Change"
Import Type	Select from the dropdown box the Import Type. "Item Change"
Import File Name	Enter the .xls full file name that has been saved into the ISQuote/Import folder
Import Sheet Name	Enter the .xls sheet name.  Defaults to sheet1 (This information is located at the bottom of your .xls sheet.  See image below:)

Note:  Importing is a two step process.  You will first "Import" the data, second you will "Process" the data. 
Importing brings the data into ISQuote but does not update and files. 
Once you are ready to process the information you will "Process or Update" the file into ISQuote.
This is helpful when you have a pricing update.  You may have obtained the price increase ahead of schedule and have the data ready to go on a particular date.  Then you can return to ISQuote and simply Process/Update the imported file.
All import status can be viewed in the Imports table.  To view select Imports from the main menu.

When finished entering the import information select > Save.  You will now be directed to the Import screen.
Select the Manufacturer, Item Category and Item Type from the dropdown boxes.
Verify the Import File Name and Import Sheet Name.
Select Import/Data from the top of the screen.

Wait for the Import Date/Time field refreshes before proceeding.  Do not click any other button until the screen refreshes.
The import step can take several minutes depending on the size of the spreadsheet.

After the spreadsheet is imported, review the import statistics at the bottom of the page.  The total records imported should match the number of rows in your spreadsheet.  If you are doing a item import and the imported record count is zero, there is probably a mismatch between the Import Mfg and the Mfg in the spreadsheet or there is numeric data in the Part Number column.  Review the Import Detail for specific errors and warnings.  If you have an error in the spreadsheet, you can fix the spreadsheet and Import again.  You will not be able to import again after the update.

Once the import has finished click on Process/Update button to add or update records.  Wait until the Update Date/Time field refreshes in the Date Updated field before proceeding.  Do not click any other button until the screen refreshes.  The update step can take several minutes depending on the number of items added or updated.

Once the update is complete and the date has refreshed you have completed the import item change process. 

See also