Data Import File Type

Data Import Wizard Overview

This information is applicable to the import file type page of the Data Import Wizard. From the File menu, select Utilities Import.
Note: This topic may refer to data types not applicable to your Point of Sale installation. For example, Point of Sale Free users cannot import customer, vendor, or item quantity information and Basic users cannot import item pictures.

To properly import your information, the Data Import Wizard needs to know how you have or will prepare the data to be imported.

Select one of the following:

- Default Template The default template is a pre-formatted Excel spreadsheet that allows you to enter items, customers, and vendors on separate worksheets.

- Data entered into the appropriate worksheet columns is automatically mapped to the corresponding fields in Point of Sale.

- Only one data type is imported at a time even if there is data on multiple worksheets. Repeat the import for each data type if necessary.

- Custom File Select this option if you are using a custom Excel spreadsheet or a comma-delimited text file.

- You can create custom mappings from the import file to Point of Sale fields.

- It's a good idea to review the data format in a custom file to ensure it is comparable to Point of Sale's format. Tips

- Vendor Catalog Available only for item imports, select this option to use a template designed for electronic item catalogs you receive from your vendors to add or update item information.

- Specify the vendor and Point of Sale will remember the settings for that vendor, saving time on the next import of a catalog from the same vendor. In the future, you can initiate an import from a vendor catalog from the I Want To menu when viewing the vendor's record.