CSV Import of Kit/Package Item record

Item records allow you to track and manage the goods and services your company buys and sells in the course of doing business. This can be done by using two files during the upload: one is for Primary, the other is for Item Members. Below are the steps:

• Note: Values are included on this article to serve as examples. Replace these accordingly when creating the import files.
  
  

1. Create an import file for Primary with the following column headers and values:

External ID | Item Name/Number

Kit001      | Kit Item 1

External ID | Item Member Name | Quantity

Kit001      | Kit Member A     | 1

Kit001      | Kit Member B     | 1

Kit001      | Kit Member C     | 1

1. 1. Navigate to Setup > Import/Export > Import CSV Records
   2. On Scan & Upload CSV File step, set the following:
      1. Import Type = Items
      2. Record Type = Kit/Package Item
   3. Select MULTIPLE FILES TO UPLOAD
   4. For 'Primary File - Item', click Select... then choose the file created in #1
   5. For Linked File (Optional) - Item Members', click Select... then choose the file created in #2
   6. Click Next
   7. On Import Options step, set Data Handling = Add
   8. Expand Advanced Options and choose the Custom Form accordingly
   9. Click Next
   10. On File Mapping step, set the following:
       1. Primary File Key Column = External ID
       2. Item Members (Linked File) > Column = External ID
   11. Click Next
   12. On Field Mapping step, map the fields accordingly:
       1. External ID > Item : ExternalId
       2. Item Name/Number   > Item : Item Name/Number (Req)
       3. Item Member Name   > Item Members : Item (Req)
       4. Quantity > Item Members : Quantity
   13. Click Next
   14. On Save mapping & Start Import step, enter an Import Name (in case you need to use this in the future)
   15. Click Save & Run

If you want to learn more about the CSV import of Kit/Package item record, please contact Concentrus today to discuss your needs.

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