Imports

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IMPORTANT: If you map a LOCATE field to a column which contains blank cells on the CSV, the import will not ignore the fields, rather it will attempt to clear any existing data from those fields.


General

The Imports Module allows your company to upload existing data from other systems or documents in CSV (comma separated) format.

Note that there are a few different types of CSV documents, so to ensure that you are using a comma separated CSV, we suggest opening the document in a text editor such as Notepad or TextEdit. If the information is separated by commas then the document may be uploaded into LOCATE.

To download a CSV template prior to your import, simply select the CSV Import type, and click "Download Template".

New Import View

Import Type
There are a variety of CSV imports which may be uploaded into LOCATE to quickly update or create multiple records at once.
File Upload
The import wizard allows you to upload one CSV file at a time.
  • Note:The Part Images Import requires uploading a compressed (or ZIP) file of the images you would like to upload.

Related custom field data may be imported via CSV however you must create the custom field in LOCATE prior to uploading the CSV. Click here for more information about creating custom fields.

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Import Wizard View

The header displays the import type, date, and time of upload. Here you can select the header row on your CSV and map the appropriate field connections between your CSV document and LOCATE. Custom fields in LOCATE will be denoted with the prefix "Custom:".

Set Header Row

This table displays a preview of your data to assist with your selection of the header row and the data contained in the document. If you need to see additional columns click Load More to the far right.

Set Fields

This is where you will map which data fields in LOCATE should correspond to the columns on your CSV.

  • LOCATE Field - The list of the available fields in LOCATE into which you can import data.
  • CSV Field - Provides a drop-down list of the columns from the CSV document that has been uploaded.
  • CSV Data - Displays a cell of data from your CSV spreadsheet for reference. Click More to load the next cell for that column.

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Import Types

Each import type links to a variety of fields in LOCATE, some of which are required for importing. Required LOCATE fields will be marked with an asterisk (*).

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3dcart Part Flag Import

The 3dcart Part Flag Import is designed to act like a manual sync, in which LOCATE reaches out to the 3dcart shopping cart and checks for all parts listed in the cart. Then, on each part in LOCATE, the "Include on Shopping Cart" custom field is flagged. This indicates that the part should be updated on the website as changes are made and the service is synced. No information will be displayed in the Imports module; all changes are visible on individual parts in LOCATE.

Note that you must have an active 3dCart Service Integration set up. For more information about Service Integrations in LOCATE, continue here.

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Bill of Material Import

The Bill of Material Import will allow you to create or update multiple bill of material records at once. For more information regarding bill of materials, click here.

The following bill of material fields may be imported into LOCATE:

  • Active - This denotes whether or not the bill of material record is active. The number "1" means "Yes" and the number "0" means "No".
  • Description
  • ID
  • Name (Required)
  • Number

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Bill of Material Lines Import

The Bill of Material Lines Import will allow you to create or update multiple bill of material line items at once. For more information regarding bill of material line items, click here.

The following bill of material line fields may be imported into LOCATE:

  • Bill of Material (Required) - This may be either the bill of material name or number, however should the import match multiple records, you will receive an error.
  • Line Type (Required) - This field requires the name of the line type to be entered on the CSV document; either "Input" or "Output".
  • Part (Required) - This may be either the part name or number, however should the import match multiple records, you will receive an error.
  • Quantity (Required)

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Bundle Item Import

The Bundle Item Import will allow you to create or update multiple bundle items at once. For more information regarding bundle items, click here.

The following bundle item fields may be imported into LOCATE:

  • Bundle Item Part (Required) - The data value entered on the CSV document should be the item's part name.
  • Bundle Part (Required) - This may be either the bundle part name or number, however should the import match multiple records, you will receive an error.
  • Qty (Required)
  • Sort Order - The sort order is numerical and ranges from 0 to 65,000. If the bundle contains pre-existing items, and an item on the import has the same sort order number, it will supersede the existing item.

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Carrier Import

The Carrier Import will allow you to create or update multiple carriers at once. Note that the carriers which come standard to LOCATE cannot be modified. For more information regarding carriers, click here.

The following carrier-related fields may be imported into LOCATE:

  • Active - This denotes whether or not the carrier is active. The number "1" means "Yes" and the number "0" means "No".
  • Contact Email
  • Contact First Name
  • Contact Last Name
  • Contact Mobile phone
  • Contact Phone
  • Contact Title
  • Default - This denotes whether or not the carrier is default. The number "1" means "Yes" and the number "0" means "No". There may be only one default carrier.
  • ID
  • Name (Required)
  • SCAC - Standard Carrier Alpha Code. The data for this field may not be greater than 4 characters.

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Contact Import

The Contact Import will allow you to import or update multiple sales or purchasing contacts at once. For more information regarding contacts click here.

The following contact-related fields may be imported into LOCATE:

  • Active - This denotes whether or not the contact is active. The number "1" means "Yes" and the number "0" means "No".
  • Customer - The customer must exist in LOCATE prior to importing this data; a new customer will not be created through this import.
  • Email
  • First Name
  • ID
  • Last Name (Required)
  • Mobile Phone
  • Phone
  • Phone Extension
  • Title
  • Vendor - The vendor must exist in LOCATE prior to importing this data; a new vendor will not be created through this import.

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Country Division

The Country Division import allows you to import or update multiple country divisions at once. For more information regarding country divisions, continue here.

The following country division-related fields may be imported into LOCATE:

  • Abbreviation (Required)
  • Active
  • Country (Required)
  • Country Division Type (Required)
  • ID
  • Name (Required)

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Customer Import

The Customer Import will allow you to import or update multiple customers at once. For more information regarding customers click here.

The following customer-related fields may be imported into LOCATE:

  • Active - This denotes whether or not the customer is active. The number "1" means "Yes" and the number "0" means "No". If the record already exists in LOCATE, changing the active status to "0" would soft-delete the record upon import.
  • Alert Note
  • Billing Address Line 1
  • Billing Address Line 2

LOCATE's user interface currently only displays up to two lines of address information, however the data imported for lines 3-5 is stored in the background.

  • Billing Address Line 3
  • Billing Address Line 4
  • Billing Address Line 5
  • Billing City
  • Billing Country - You may use the full country name or the 2 or 3 letter ISO abbreviation.
  • Billing Residential - This denotes whether or not the shipping address is a residential address. The number "1" means "Yes", the number "O" means "No", and the number "2" means "Unknown".
  • Billing State - You may use the full country name or the 2 letter ISO abbreviation.
  • Billing Zip
  • Carrier - The carrier must exist in LOCATE prior to importing this data; a new carrier will not be created through this import. This may be either the carrier name or ID, however should the import match multiple records, you will receive an error.
  • Carrier Service Level - The carrier service level must exist in LOCATE prior to importing this data; a new carrier service level will not be created through this import.
  • Credit Limit
  • Customer Name
  • Customer Type (Required)
  • Email
  • First Name - This field is used for individual type customers.
  • ID
  • Last Name - This field is used for individual type customers.
  • Number (Required)
  • Parent Customer
  • Payment Term - The payment term must exist in LOCATE prior to importing this data; a new payment term will not be created through this import.
  • Phone
  • Phone Extension
  • Shipping Address Line 1
  • Shipping Address Line 2

LOCATE's user interface currently only displays up to two lines of address information, however the data imported for lines 3-5 is stored in the background.

  • Shipping Address Line 3
  • Shipping Address Line 4
  • Shipping Address Line 5
  • Shipping City
  • Shipping Country - You may use the full country name or the 2 or 3 letter ISO abbreviation.
  • Shipping Residential - This denotes whether or not the shipping address is a residential address. The number "1" means "Yes", the number "O" means "No", and the number "2" means "Unknown".
  • Shipping State - You may use the full country name or the 2 letter ISO abbreviation.
  • Shipping Zip
  • Status
  • Tax Exempt - This denotes whether or not the customer is tax exempt. The number "1" means "Yes", the number "0" means "No", and a blank field indicates a "No Answer" selection.
  • Tax Exempt Number
  • URL

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Customer Group Import

The Customer Group Import will allow you to import or update multiple customer groups at once. For more information regarding customer groups click here.

The following customer group fields may be imported into LOCATE:

  • Customer (Required) - This may be either the customer name or number, however should the import match multiple records, you will receive an error.
  • Group (Required)

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Customer Part

The Customer Part Import will allow you to import or update multiple customer parts at once. For more information on customer parts click here.

The following customer part fields may be imported into LOCATE:

  • Customer (Required) - This may be either the customer name or number, however should the import match multiple records, you will receive an error.
  • Customer Part Number
  • Part (Required) - This may be either the part name or number, however should the import match multiple records, you will receive an error.
  • Price - This field does not allow importing data with the dollar-sign character ($).

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Fishbowl Database Import

Continue here for information on how to import an existing Fishbowl database into LOCATE.

Data Limitations

The capabilities of order records which were imported from a Fishbowl database are limited.

  • If the part number structure needed to be changed upon import to LOCATE, historical records would list old part numbers, making them invalid for generating reports.
  • Orders may not be returned via a standard RMA process in LOCATE: the link between the original order and the RMA must be placed in the notes and inventory items must be added manually.
  • We do not recommend importing $0 credit limits from Fishbowl, as credit limit values in LOCATE represent the maximum. A $0 credit limit would prevent the user from selling to the customer.

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Inventory Add Import

The Inventory Add Import will allow you to import or add multiple inventory parts at once. Note that this import is not designed to adjust inventory down. For more information regarding inventory, click here.

The following inventory-related fields may be imported into LOCATE:

  • Cost (Required) - This field does not allow importing data with the dollar-sign character ($).
  • Location (Required)
  • Part (Required) - This may be either part number or part name, however you may not import a mixture of the two in the same column on your CSV.
  • Qty (Required) - If the UOM type selected is "Count" the Qty field must be a whole number, and may not contain a decimal.
  • Serial - Serialized tracking will appear here if it is setup in LOCATE. Only 1 row of serial numbers may be associated at a time.
  • Site (Required)
  • Tracking - The appropriate tracking fields must already exist in the Parts Module to appear on the import. If the tracking is a list type, the list items must already exist, as the import will expect the exact name of the list item as it appears in LOCATE (if no match is found an error will be thrown). Auto and Simple tracking types do not require input from a user.
  • UOM

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Location Import

The Location Import will allow you to import or update multiple locations at once. Click the following links for more information regarding Sites and Locations.

The following location-related fields may be imported into LOCATE:

  • Active - This denotes whether or not the location is active. The number "1" means "Yes" and the number "0" means "No".
  • Description
  • ID
  • Location Type (Required) - For a list of location types, click here.
  • Name (Required)
  • Pick Face - This denotes whether or not the location is a pick face. The number "1" means "Yes" and the number "0" means "No".
  • Putaway - This denotes whether or not the location is a putaway type. The number "1" means "Yes" and the number "0" means "No".
  • Site (Required)
  • Sort Order - The sort order is numerical and ranges from 0 to 65,000. If the site contains pre-existing locations, and a location on the import has the same sort order number, it will supersede the existing location.

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Magento Category Import

The Magento Category Import allows users to create an import for the initial category sync code.

  • The import will be visible when there is an active Magento service.
  • This import should purge and re-create the tree
    • Trees are soft deleted so users could recover if it is deleted in error.

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Order (850)

This import works with the SPS Commerce service integration, and will only be available if there is an active SPS service. For more information about this service integration, continue here.

Typically SPS orders are imported automatically from an SPS SFTP file share. However, should an order need to be imported manually it would be done so here. (For example, if an order was accidentally voided in LOCATE). This import is compatible with SPS Commerce Order XML files (Document 850).

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Part Import

The Part Import will allow you to import or update multiple parts at once. For more information regarding parts, click here.

The following part-related fields may be imported into LOCATE:

  • Alert Note
  • Archived - This denotes whether or not the part is active. The number "1" means "Yes" and the number "0" means "No".
  • Attribute Set
  • Build Type - This field applies to configurable parts that are light manufactured. The number "1" means "Build Never", the number "2" means "Build When Short", and the number "3" means "Build Always".
  • Deconstruct Type - This field applies to configurable parts that are light manufactured. The number "1" means "Never Deconstruct", the number "2" means "Deconstruct When Short", and the number "3" means "Deconstruct Manually".
  • Default Dropship Vendor - This may be either the vendor name or number, however should the import match multiple records, you will receive an error.
  • Default Dropship Vendor Cost - This field does not allow importing data with the dollar-sign character ($).
  • Default Vendor - This may be either the vendor name or number, however should the import match multiple records, you will receive an error.
  • Description
  • Dropship Type
  • Expires - This denotes whether or not the part expires. The number "1" means "Yes" and the number "0" means "No".
  • Height - The Size UOM field is required in order to successfully import Height.
  • Length - The Size UOM field is required in order to successfully import Length.
  • Name (Required)
  • Number
  • Parent Part - This may be either the part name or number, however should the import match multiple records, you will receive an error.
  • Part Type (Required)
  • Price - This field does not allow importing data with the dollar-sign character ($).
  • Price Currency - This field should be left blank. At this time LOCATE only supports USD currency.
  • Serialized - This denotes whether or not the part is tracked with serial numbers. The number "1" means "Yes" and the number "0" means "No".
  • Size UOM - For a list of size UOMs click here.
  • Standard Cost - This field does not allow importing data with the dollar-sign character ($).
  • Standard Cost Currency
  • Stocking UOM - For a list of stocking UOMs click here.
  • UPC
  • Weight
  • Weight UOM - For a list of weight UOMs click here.
  • Width - The Size UOM field is required in order to successfully import Width.

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Part Group Import

With the Part Group Import you may manage which parts are associated to part groups.

  • Group (Required)
  • Part (Required)

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Part Images Import

The Part Images Import will allow you to import or update part images for parts that already exist in the system. For more information regarding parts, click here.

The part image import will only accept a compressed (ZIP) file containing the following image formats:

  • JPG
  • JPEG
  • GIF
  • PNG

Note: The individual file names will map the image to the appropriate part. For example, the filename could be part ID, number, or name.

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Part Serialized Tracking Import

The Part Serialized Tracking Import allows you to create or update multiple serial-type tracking values.

  • Part (Required)
  • Label (Required) - This corresponds to the Field Name for the tracking value.
  • Active
  • ID

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Part Site Import

The Part Site Import will allow you to import or update information for parts that are specific to the sites at which they are stored. For more information regarding parts, click here.

The following part-related fields may be imported into LOCATE:

  • Alert Note
  • Default Reorder Site
  • Default Reorder Vendor
  • Default Stocking Location
  • ID
  • Last Cost - This field does not allow importing data with the dollar-sign character ($).
  • Part (Required) - This may be either the part name or number, however should the import match multiple records, you will receive an error.
  • Reorder At Qty - If the part stocking UOM type selected is "Count" the Reorder At Qty field must be a whole number, and may not contain a decimal.
  • Reorder To Qty - If the part stocking UOM type selected is "Count" the Reorder To Qty field must be a whole number, and may not contain a decimal.
  • Site (Required)

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Part Tracking Import

  • Part (Required)
  • Label (Required) - This corresponds to the Field Name for the tracking value.
  • Input Type (Required)
  • Default Value
  • Custom List
  • Auto Number Format
  • Active
  • ID

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Pick Face Import

The Pick Face Import will allow you to import or update multiple items in a pick face at once. For more information regarding pick faces click here.

The following payment term-related fields may be imported into LOCATE:

  • Location (Required)
  • Min Qty - If the part stocking UOM type selected is "Count" the Min Qty field must be a whole number, and may not contain a decimal.
  • Max Qty - If the part stocking UOM type selected is "Count" the Max Qty field must be a whole number, and may not contain a decimal.
  • Part (Required) - This may be either the part name or number, however should the import match multiple records, you will receive an error.
  • Site (Required)

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Purchase Order Lines Import

Once a purchase order record has been created, you can use the Purchase Order Lines Import to add multiple line items at once. This import will not accept collection, non-light-manufactured bundles, or alias part types. Archived parts may not be imported.

  • PO Number (Required)
  • Line Type (Required) - BOM Outsource line types are not supported.
    • Purchase
    • Shipping
  • Part - The part name or number may be used, however part number is recommended.
  • Memo
  • Quantity (Required)
  • Unit Cost - This field may not contain a dollar sign character ($).

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QuickBooks Online Customer Mapping

This import will establish the necessary linkage between existing QuickBooks and LOCATE customers to allow for customer balances to appear in LOCATE. Use of this tool requires an active QuickBooks Online service integration in LOCATE. For more information about service integrations, continue here.

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Quote Line Import

Quote Line Import allows you to import quote lines into a sales order.

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Sales Order Autowork

This import allows you to auto-complete multiple sales orders at once, all the way through completion of the pick-up. Once this import is performed, it may not be undone.

  • Site (Required)
  • SO Number (Required)

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Sales Order Lines Import

Once a sales order record has been created, you may use this import to add multiple lines to the order at once. This import will not accept collection part types.

  • SO Number (Required)
  • Line Type (Required)
    • Sale
    • Discount
    • Shipping
    • Drop Ship
  • Part - This may be either the part name or number, however number is recommended.
  • Customer Part Number
  • Memo
  • Quantity (Required)
  • Unit Price - If the unit price is present on the CSV, it will override the part's standard price in LOCATE.
  • Site - If no site is provided on the CSV, the import will apply the user's current site at the time of import.

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Shipping Term Import

The Shipping Term Import will allow you to import or update multiple shipping terms at once. For more information regarding shipping terms click here.

The following shipment term-related fields may be imported into LOCATE:

  • Active - this denotes whether or not the carrier is active. The number "1" means "Yes" and the number "0" means "No".
  • Description
  • ID
  • Name (Required)

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Site Import

The Site Import will allow you to import or update multiple sites at once. For more information regarding sites click here.

The following site-related fields may be imported into Locate:

  • Abbreviation (Required)
  • Active - This denotes whether or not the carrier is active. The number "1" means "Yes" and the number "0" means "No".
  • Address Line 1
  • Address Line 2

LOCATE's user interface currently only displays up to two lines of address information, however the data imported for lines 3-5 is stored in the background.

  • Address Line 3
  • Address Line 4
  • Address Line 5
  • City
  • Contact Email
  • Contact Extension
  • Contact First Name
  • Contact Last Name
  • Contact Mobile Phone
  • Contact Phone
  • Contact Title
  • Country - You may use the full country name or the 2 or 3 letter ISO abbreviation.
  • ID
  • Name (Required)
  • Residential - This denotes whether or not the site address is a residential address. The number "1" means "Yes", the number "O" means "No", and the number "2" means "Unknown".
  • Site Type - For more information regarding the site types, continue here.
    1. Vendor
    2. Standard
  • State - You may use the full state name or the 2 letter ISO abbreviation.
  • Timezone - The records must match the list available in LOCATE. For a complete list of timezones in LOCATE, continue here.
  • Use Pickfaces - This denotes whether or not the site uses pickfaces. The number "1" means "Yes", the number "O" means "No".
  • Zip

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Site Fulfillment Import

This import allows you to quickly set or update the site fulfillment settings for multiple countries at once. For more information regarding site fulfillment, continue here.

The following site fulfillment-related fields may be imported into LOCATE:

  • Active
  • Country (Required)
  • Country Division (Required)
  • ID
  • Priority (Required)
  • Site (Required)

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Transfer Line Order Import

The Transfer Line Order Import will allow you to import transfer order line items

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Vendor Import

The Vendor Import will allow you to import or update multiple vendors at once. For more information regarding vendors click here.

The following vendor-related fields may be imported into LOCATE:

  • Account Number
  • Active - this denotes whether or not the carrier is active. The number "1" means "Yes" and the number "0" means "No".
  • Alert Note
  • Carrier - The carrier must exist in LOCATE prior to importing this data; a new carrier will not be created through this import.
  • Carrier Service Level - The carrier service level must exist in LOCATE prior to importing this data; a new carrier service level will not be created through this import.
  • Credit Limit
  • Currency - This field should be left blank. At this time LOCATE only supports USD currency.
  • Email
  • ID
  • Lead Time
  • Lead Time UOM
    1. Day
    2. Hour
    3. Month
    4. Week
  • Min Order Amount
  • Number
  • Payment Term - The payment term must exist in LOCATE prior to importing this data; a new payment term will not be created through this import.
  • Phone
  • Phone Extension
  • Remit Address Line 1
  • Remit Address Line 2

LOCATE's user interface currently only displays up to two lines of address information, however the data imported for lines 3-5 is stored in the background.

  • Remit Address Line 3
  • Remit Address Line 4
  • Remit Address Line 5
  • Remit City
  • Remit Country - You may use the full country name or the 2 or 3 letter ISO abbreviation.
  • Remit Residential - This denotes whether or not the vendor's remit address is a residential address. The number "1" means "Yes", the number "O" means "No", and the number "2" means "Unknown".
  • Remit State - You may use the full country name or the 2 letter ISO abbreviation.
  • Remit Zip
  • Shipping Address Line 1
  • Shipping Address Line 2

LOCATE's user interface currently only displays up to two lines of address information, however the data imported for lines 3-5 is stored in the background.

  • Shipping Address Line 3
  • Shipping Address Line 4
  • Shipping Address Line 5
  • Shipping City
  • Shipping Country - You may use the full country name or the 2 or 3 letter ISO abbreviation.
  • Shipping Residential - This denotes whether or not the vendor's shipping address is a residential address. The number "1" means "Yes", the number "O" means "No", and the number "2" means "Unknown".
  • Shipping State - You may use the full country name or the 2 letter ISO abbreviation.
  • Shipping Term - The shipping term must exist in LOCATE prior to importing this data; a new shipping term will not be created through this import.
  • Shipping Zip
  • Status
  • URL
  • Vendor Name (Required)

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Vendor Group Import

The Vendor Group Import will allow you to import or update multiple vendor groups at once. For more information regarding groups click here.

The following vendor group fields may be imported into LOCATE:

  • Group (Required)
  • Vendor (Required) - This may be either the vendor name or number, however should the import match multiple records, you will receive an error.

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Vendor Part Import

With the Vendor Part Import you may create or update multiple vendor parts at once. For more information about managing vendor parts click here.

  • Part (Required)
  • Price
  • Vendor (Required) - This is the vendor name.
  • Vendor Part Number

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Import a CSV

  1. Select the Import Type from the drop-down menu.
  2. Click Choose File and navigate to the location of the CSV file on your computer.
  3. Click Save.
  4. Set your header row. The import will automatically select the first row as the header.
    • To change the header row:
      • Navigate to the appropriate row. If it's not visible click Show Next Line to continue.
      • Click Make Header.
  5. Using each drop-down list, select the CSV fields that should correspond to the field in LOCATE.
  6. Click Run Import at the top of the page.

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