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Import inventory from Excel

 
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imagicsupport
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Joined: 16 Dec 2006
Posts: 2284

PostPosted: Fri Nov 30, 2018 7:02 am    Post subject: Import inventory from Excel Reply with quote

If I have a spread sheet (in excel) with all my items listed is there a way to import that into this software? Instead of doing it manually?

Nicole
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imagicsupport
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Joined: 16 Dec 2006
Posts: 2284

PostPosted: Fri Nov 30, 2018 7:03 am    Post subject: Reply with quote

Hi Nicole,

Thanks for the question on importing inventory items from Excel.

Yes, you can import from Excel. The process would be:
1) Backup the database.
2) In Excel, select File/Save As, change the file type to "CSV" and save the file.
3) In iMagic Inventory, select File > Import Inventory.
4) Select the CSV file and follow the prompts.
5) The inventory will then be imported.

As a tip - If you're often importing then you can save yourself time by selecting in iMagic Inventory File > Export Inventory. Then open this file in Excel, it will have all the fields listed which you can then copy/paste in your inventory in the appropriate columns. Then when you import iMagic Inventory will automatically find the appropriate fields.

Regards, John
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GeneKos



Joined: 28 Nov 2018
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PostPosted: Sat Dec 01, 2018 5:25 am    Post subject: Reply with quote

Hi John, is it possible to set a timer and have the automatical import happen at certain intervals by any chance?
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imagicsupport
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Joined: 16 Dec 2006
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PostPosted: Mon Dec 03, 2018 9:12 am    Post subject: Reply with quote

Hi Gene,

At present, we don't have a schedule option for the Standard Edition. As the Standard Edition database doesn't natively support scheduling.

We do however have this as an add-on for the SQL Server Edition and Cloud Edition. Both of those databases support scheduling, so you can save an import and then run it on a schedule.

Regards, John
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