Import Data allows you to bring data into the program's database from external sources such as .CSV or .TXT files. This allows you to quickly add information to your database rather than having to manually add it when you are initially setting up your software. there are several factors to keep in mind when importing data:
Import Settings
Download v7 export scripts - These scripts are used for migrating data from MobileAsset 7.1. We recommend that you first upgrade to SQL Server Management Studio 2016 or newer to avoid issues with quotes, commas, and embedded returns. Link to download: https://docs.microsoft.com/en-us/sql/ssms/download-sql-server-management-studio-ssms?view=sql-server-ver15 . Refer Migrating Data from InventoryControl 7.3 for more details.
Download Import Tools - Refer Import Tools
Note - Refer List of fields required for each import
Note:
Select Files to Import
Important Note: Importing Customer CSV File - You can only enter Billing or Shipping address. Make sure to enter the “Billing” or “Shipping” under Address Type Column while importing the Customer details. If the Address Type column is empty, then by default, address type will be imported as a billing address.
Mapping Mandatory Field - Make sure to map the mandatory field and if it is not mapped then the application will throw error indicating that the particular field is required and it should be mapped. Map the mandatory field and proceed further.
Click on the View error log to view the error details.
If there is any error in importing, then following message will appear:
Below are the fields that are required for each import.
Note - Please note field names can be changed and additional fields can be made required by users. These are the field names that are required by default in the system.
Below are the fields that are required for each import. Please note field names can be changed and additional fields can be made required by users. These are the field names that are required by default in the system.
Sites - Site
Location - Site, Location
Category - Category Name
Customer - Customer Number (Customer Number can be alpha-numeric)
Vendor - Vendor Number, Vendor Name (Vendor number can be alpha-numeric. If you don’t have vendor numbers you have Vendor Name in both the number and name field)
Manufacturer - Manufacturer Name
Unit of measure (UoM) - Unit Name, Abbreviation, UoM Type (simple count, length, area, volume, mass, or time) (Software comes with many standard units of measure already, this is only if you need to add something the software doesn’t have.
Item - Item Number, Cost (can be 0), Type (Inventory, Assembly, Kit, Non-inventory, or Service)
Item Location - Item Number, Site, Location (this is if you want to import a primary location for an item or import a min/max stock level for an item)
Item Vendor - Item Number, Vendor Number, Vendor SKU, Unit(This is if you want import an associated vendor with a specific item)
Bill Of Material - Item Number, Sub Item Number, Quantity
Inventory: Item Number, Site, Location, Quantity, (If the item has trackbys those are required) (Importing the quantity at a site and location for an item. Also any possible trackby information)
Check Out - Item Number, Site, Location, Quantity, Vendor number or customer number (If the item has trackbys those are required)
Download Import Tools link in the Import screen allows the user to download Bulk Attachment Importer and Active Directory LDP Extraction Tool along with the Wasp Utility Config and Utility Readme document.
Follow the steps below to download the Import Tools:
Note: Copy the Folder path for configuration. C:\Program Files\Wasp Barcode Technologies\UtilityInstaller\
Refer Bulk Attachment Importer and Active Directory LDS Extraction Tool for more details.