File Imports

You can load data directly to Logsteer using build-in functionality of file import.

Currently supported formats are:

• Microsoft Excel spreadsheet in .xlsx format

You can import your Products to create, update or manage your Product Warehouse.

You can also import line items into Orders to quickly populate Products and quantities into your Order. You can do this before Order is set in motion or when editing line items later in the flow.

Here are the steps to import your Products:

• 1. Go to Administration screen and then Products.
• 2. Click on Import Excel button and then Download template to grab draft file you would need to modify and fill-in before import.
• 3. Press Close button to dismiss pop-up.
• 4. Open the file you downloaded and populate your Products following this guidelines:

  Field	Description
  Code	This is product part number. It uniquely identifies product and typically matches your inventory number of that product.
  Subtype	Categorizes your product and systemizes it into logical order.
  Name	This is Product name that is shown across the Logsteer.
  Supplier	Categorizes your product and systemizes it into logical order.
  UnitOfMeasure	Define a UaM for your product. Can be blank. Optionally shown in Order line items.

  Be sure you defined all the Product Subtypes in the app before putting them down in Excel and importing. Records what will not have corresponding subtype in the system will fail. Review Products and Product Warehouses to find out more aboutProduct Subtypes.
• 5. Go back to Administration screen and then Products and then Import Excel button.
• 6. Click on the icon in Drag and drop files or click here window and choose the file you build in step 4.
• 7. Finally click Import Excel.
• 8. Review import results, correct the errors if any and import again, otherwise - we're done.

Here are the steps for importing product stock into warehouse:

• 1. Go to the Administration screen and then Warehouse.
• 2. Click the Import Excel button and then Download template to get the draft file that you should modify and fill before importing.
• 3. Press the Close button to close the popup window.
• 4. Open the file you downloaded and fill in your products following these guidelines:

  Field	Description
  Code	This is the product's part number. It uniquely identifies the product and usually corresponds to your inventory number for that product.
  Quantity	Enter the number, i.e., the quantity of the given product in stock. (stock status for that product in the above-mentioned warehouse)

  Make sure you have defined all products in the application before you put them in Excel and import. Records that do not have a matching product in the system will not succeed. Review Products and product warehouse to learn more about Products.
• 5. Return to the Administration screen and then Warehouse and then the button Import Excel.
• 6. Click the icon in the window Drag and drop file or click here and select the file you created in step 4.
• 7. Finally click Import Excel.
• 8. Review the import results, correct errors if there are any and re-import, otherwise - we are done.

Here are the steps to import your Order line items:

• 1. Navigate to Order you wish to import line items to.
• 2. Click on Import Excel button and then Download template to grab draft file you would need to modify and fill-in before import.
• 3. Press Close button to dismiss pop-up.
• 4. Open the file you downloaded and populate your Products line items following this guidelines:

  Field	Description
  Code	This is product part number. It uniquely identifies product and typically matches your inventory number of that product.
  Quantity	Sets the quantity number of imported line item for your Order.

  Be sure you defined all the Products with corresponding Codes in the app before putting them down in Excel and importing. Records what will not have corresponding code in the system will fail. Review Products and Product Warehouses to find out more aboutProducts.
• 5. Go back to your Order and then press Import Excel button. You can do this when Order is in Draft status or anytime later when pausing order flow and editing order line items.
• 6. Click on the icon in Drag and drop files or click here window and choose the file you build in step 4.
• 7. Finally click Import Excel.
• 8. Review import results, correct the errors if any and import again, otherwise - we're done.