Instead of individually editing Items, the Import/Export feature allows widespread changes to be made. The current settings should be Exported first so edits can be made to then Import.
- Import: Add or edit existing item settings with the Import option.
- Import assignments: Update the item vendor assignments.
- Import print group assignments: Import Print Groups assignments.
- Import barcodes and skus: Add or edit barcodes and SKUs for existing items.
- Export: Export the current items and the settings.
- Export assignments: Export the current item vendor assignments.
- Export print group assignments: Export the current print group assignments.
- Export barcodes and skus: Export the current barcodes and SKUs configured on items.
Export and Edit Items
- Log in to Connect and click Items in the left side menu.
- Select Items from the menu.
- Click on the Hamburger icon in the upper right corner.
- Select Export from the menu to download an Excel spreadsheet with the current Items and configuration.
- There is a key to the right of the document that specifies what groups and roles are attached to the ID number listed in each column.
Note: Add a new item to a spreadsheet by inserting a new line and filling in the details, but be sure to leave the Item ID blank. Item IDs are unique and generated in Connect once the item is imported/created.
Import Items
- Once the Excel Spreadsheet has been edited and saved, select the Import option.
- Select the updated Excel spreadsheet and click Choose or Open.
- If you are using a Connect account that is not associated with a legitimate email, enter an email address to get the results of the import process.
- Select Skip if the Connect account is already associated with the correct email address.
- Select Submit to start the import.
- A message will appear with the status of the import upload.
- Once the import is complete, an email will be generated with the results.
- If there are any errors in the import, a file will be attached with the details of what failed.
Notes:
- To delete an item during the import, add DELETE in the Delete column (it is case sensitive and must be in all caps). Removing the row for the item from the import will make no changes.
- The formatting is crucial to this process. Be careful editing the Excel spreadsheet and make sure that the formatting does not change or the document may not import.
- It is important to save a backup file prior to making any changes. Download a copy of the current configuration and save it to your computer. Download another copy to make the changes and then import that file.
Export Assignments
To export assignments for Items, follow the steps below.
- Log in to Connect and click Items in the left side menu.
- Select Items from the menu.
- Click on the Hamburger icon in the upper right corner.
- Select Export Assignment from the menu to download an Excel spreadsheet with the current item vendor assignments.
- Assign Items to Vendors by putting a 1 into the appropriate columns.
- Unassign Items from Vendors by putting a 0 into the appropriate columns.
Import Item Assignments
- Once the Excel Spreadsheet has been edited and saved, select the Import Assignments option.
- Select the updated Excel spreadsheet and click Choose or Open.
- A message will appear with the status of the import upload.
- Once the import is complete, an email will be generated with the results.
- If there are any errors in the import, a file will be attached with the details of what failed.
Import/Export Print Group Assignments
Please reference Print Groups for more information on configuring the groups and assigning to items.
Import/Export Barcodes and SKUs
The barcodes and SKUs assigned to items can also be updated by using the export and import process.
Note: Only items that currently have Barcodes or SKUs assigned will export. If additional items need to be updated, the item ID and Name will need to be added to the spreadsheet with the SKU and/or Barcode prior to importing.