INVENTORY - Items Import

Add / Change multiple Inventory items at once through the Import utility

• Access - Tools > Import
• option to open a previously saved import configuration / mapping or continue as follows:
• select the file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import, to load the .xlsx or .csv file

• accept or change Date Format if applicable
• select from the Import Type list
  • Inventory - import to add new or change existing inventory items
  • Inventory Adjustment (see Inventory Quantity / Cost Adjustment  / Physical Inventory Count Sheet)
  • Inventory Code Change (see Inventory Code Change)
  • Inventory Product Code Sales Taxes (see Inventory Product Code Sales Taxes)
  • Inventory Sales Taxes (see Inventory Sales Tax)
  • Inventory Sell Price (see Inventory Sell Prices)
  • Inventory Transfer (see Warehouse Transfer)
  • Inventory UPC - import UPC codes for your inventory items
• map fields (including UDFs):
  • select the field under Import File - ie: ‘Warehouse’
  • select the corresponding field under Spire Fields - ie: ‘Warehouse’
  • click the Match button - matched items will transfer down to lower section, where you can then select the field and Unmatch if desired
  • continue to ‘Match’ all fields you want to import into Spire 
• option to select a Destination folder to move the successfully imported file to

• option to select a Failure folder to move the unsuccessfully imported file to
• determine whether or not your spreadsheet Has Header Row (see top)
• click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
• click on Import to finish and review the newly imported records in Spire