Import Data

6 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…

Updated by Cheryl Wallace

Data to Import

Watch this video for tips and a walkthrough of importing data. The following can be imported: Transactions Transaction Requisition Either historical requisitions or requisitions needing approval prio…

Updated by Cheryl Wallace

Downloading Import Templates

Sample import templates are provided for each import option. Download the Excel spreadsheet (*.xlsx) here. Click Utilities in the left side menu bar and click Import Data. Click a heading to display…

Updated by Cheryl Wallace

Preparing to Import Data

It can take significant time to assemble the information to be imported when first setting up a new ToolHound system depending on the resources available to you. Leverage all available sources of inf…

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. The Column Name column on…

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. Watch this video for tips and a walkthrough of importing data…

Updated by Cheryl Wallace