Idealpos allows data to be entered manually, or in the case of large amounts of data entry, for information to be imported.
Data to be imported is required to be in specific formats or the wrong data may be imported into incorrect fields.
Data that can be imported into Idealpos includes Departments, Stock Items, Stock Levels, Indirect Items, Customers, Suppliers, Promotions and Price Book Links.
Imported data needs to be in 1 of 2 formats, .txt or .csv.
Data is usually programmed into an excel file and then saved in the appropriate format.
Each import type must be in a different file, i.e. is it not possible to import Departments and Stock Items from the same file, however Stock Items with Stock Levels are an exception to this rule.
More information is provided about this later in the topic.
Each Import File must contain a header row containing the field names.
Please refer to Format of Import Files for more information.
An example of the Master Template we use to compile all the database information, before we separate each detail into its own file.
You can download the Master Template by clicking here.
An example of a Stock Item Import File is displayed below.
The Master Template spreadsheet contains multiple sheets which can be used for importing various types of data.
When viewing the Master Template spreadsheet, look towards the bottom of the Spreadsheet and you will see a list of the available sheets.
Select the required sheet and enter the data you want to import:
