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Posted by tommytowbar

Import products

Hi All

trying to import products and not sure how to save it in the right format to import into easify using execl 2007

Andy

Posted by Richard

Re: Import products

Hi Andy, you will need to save as CSV (comma separated value) with the first row containing the column headers.


Regards - Richard (Easify Developer)

Posted by tommytowbar

Re: Import products

Hi All

not sure but still not load come up with not a valid csv or tab file

Andy

Posted by John

Re: Import products

Hi Andy, have you saved your spread sheet as a CSV (Comma delimited) file?

If you have, other things that can stop a CSV from being imported are large amounts of text in particular columns. As a test I'd suggest deleting certain columns from your CSV file and see if it gets past the error message.


Happy to help - John (Easify Support)

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Posted by tommytowbar

Re: Import products

Hi All

I ve look on the website for a list of the names we need to map to the file can you list them on here or the web so i can set up a blank excel file and copy over the products to import them

Andy Notton

Posted by John

Re: Import products

Here is a list of Easify fields you can map to when importing products into Easify:

Description

Cost Price

Stock Level

Category

Subcategory

Our SKU

EAN No.

Manufacturer

Manufacturer SKU

Supplier

Supplier SKU

Retail Margin

Trade margin

Tax Code

Notes


Happy to help - John (Easify Support)

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Posted by tommytowbar

Re: Import products

hi all

now i can import products but there got " before and after " any ideal how to remove them before importing and what program do other use for this i using openoffice org

Andy

Posted by John

Re: Import products

Open Office has a spread sheet programme called Calculator that has worked fine for other Easify users. It supports the CSV format that we use to import products and customers into Easify.

To delete products you have imported in error, highlight the unwanted products in the view products windows, then press the delete button on the products toolbar. It will try and delete products but will fail on those that have been used in existing orders.


Happy to help - John (Easify Support)

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Posted by tommytowbar

Re: Import products

Hi

when you save the file save it as Save As there a tick box (edit filter setting) and then ok

Next box

press keep current format

Next box

Field option

Character set Unicode

Field Delimiter ,

Text Delimiter (Delete the ")

then ok thats it ready to import

Andy Notton

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