Import Data

7 articles

About Import Data

The Import Data feature is usually used when first implementing a system, to quickly load inventory (both the part number catalog and uniquely identified tools and equipment), quantities for bulk and consumable inventory, reorder levels, outstanding purchase orders, and service history from pre-configured import templates...

Updated by Cheryl Wallace

Data to Import

The following types of information can be imported: …

Updated by Cheryl Wallace

Downloading Import Templates

Sample import templates are provided for each import option that is not either pictures or attachment. Download the Excel spreadsheet (*.xlsx) here. Click Utilities and click Import Data...

Updated by Cheryl Wallace

Preparing to Import Data

Preparing data to import is a two-step process: downloading the sample templates and completing the templates with the data to be imported. When first setting up a new ToolHound system...

Updated by Cheryl Wallace

Completing the Templates

After downloading the spreadsheet template, review the Instructions worksheet tab for explanations on how to enter the data for each column before filling in the templates.

Updated by Cheryl Wallace

Importing Data

Before importing data, ensure you have downloaded and completed the import template spreadsheets for the type of data you wish to import.

Updated by Cheryl Wallace

Importing Pictures and File Attachments

Click Utilities in the left side menu bar and click Import Data. Navigate to the data import option for Inventory part number images, Personnel images, or Attachments ...

Updated by Cheryl Wallace