Spire User Manual - Price Matrix
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      2. Spire User Manual - Price Matrix

      PRICE MATRIX - Import

      Import Price settings or discounts from Excel


      • Access - Tools > Import ToolsMenuImport
      • option to ImportOpenConfig open a previously saved import configuration / mapping or continue as follows:
            PriceMatrixImport-1
      • select the .xlsx or .csv file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import
      • accept or change Date Format
      • select Price Matrix from the Import Type list
      • map fields:
        • select the field under Import File Field (ie: ‘Warehouse’ from Excel)
        • select the corresponding field under Spire Fields (ie: ‘Warehouse’ from Spire)
        • 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 if your spreadsheet CheckBoxCheckedBlue Has Header Row (see top)
      • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders
      • click on Import to finish and review the newly imported records in Spire